CIK: 0001798736
申告総資産額
$2.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WPC | Wp Carey INC | 株式-不動産 | 2.47% | — | -4.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.43% | — | +4.71% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 2.43% | +0.09% | +7.85% | |
| 4 | RITM | Rithm Capital CORP | 株式-不動産 | 2.40% | -0.47% | +3.06% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -0.03% | -4.15% | |
| 6 | VER | Vereit INC | 株式-その他 | 2.35% | — | -1.93% | |
| 7 | S76 | Store Capital CORP | 株式-その他 | 2.33% | — | -0.38% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 2.31% | — | -0.55% | |
| 9 | IRM | Iron Mountain INC | 株式-不動産 | 2.24% | — | -8.72% | |
| 10 | MO | Altria Group INC | 株式-生活必需品 | 2.24% | +0.14% | -1.98% | |
| 11 | LADR | Ladder Capital Corp-reit | 株式-その他 | 2.17% | — | -0.04% | |
| 12 | AMT | American Tower CORP | 株式-不動産 | 2.17% | — | +116.22% | |
| 13 | DLR | Digital Realty Trust INC | 株式-不動産 | 2.07% | — | +32.39% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.05% | — | +4.78% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.96% | — | -0.23% | |
| 16 | WFC | Wells Fargo & Co | 株式-金融 | 1.74% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.68% | — | -5.91% | |
| 18 | LARK | Landmark Bancorp, Inc. | 株式-その他 | 1.60% | — | -0.90% | |
| 19 | NLYEUR | Annaly Capital Management In | 株式-その他 | 1.45% | — | +3.63% | |
| 20 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.38% | — | -0.67% | |
| 21 | APTSUSD | Preferred Apartment Communit | 株式-その他 | 1.30% | — | -1.54% | |
| 22 | MFAUSD | Mfa Financial INC | 株式-その他 | 1.28% | — | +0.22% | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 1.20% | — | -0.44% | |
| 24 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 1.19% | -0.26% | EXIT | |
| 25 | BRX | Brixmor Property Group INC | 株式-不動産 | 1.18% | — | -17.51% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.17% | — | +5.51% | |
| 27 | NNN | Nnn Reit INC | 株式-不動産 | 1.06% | — | +8.27% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.05% | — | +3.33% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | -4.66% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.03% | — | +8.50% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.03% | — | +0.40% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.97% | — | +0.08% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | +0.32% | |
| 34 | AIRCUSD | Apartment Income Reit Co | 株式-その他 | 0.94% | — | -2.78% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.92% | — | +5.64% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.92% | — | +5.74% | |
| 37 | SNR1USD | New Senior Investment Group | 株式-その他 | 0.83% | — | -1.85% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.81% | — | +2.39% | |
| 39 | VTR | Ventas INC | 株式-不動産 | 0.79% | — | -2.45% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | — | +3.18% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | +0.14% | -2.95% | |
| 42 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.74% | — | -14.48% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | -1.58% | |
| 44 | CTT1USD | Catchmark Timber Trust Inc-a | 株式-その他 | 0.72% | — | -18.90% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.71% | +0.25% | -0.43% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.70% | -0.60% | EXIT | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.70% | — | -0.47% | |
| 48 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.69% | — | +101.69% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.34% | +5.87% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | +67.80% |