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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.23% | +0.41% | +0.58% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 4.81% | +0.09% | +0.22% | |
| 3 | AMT | American Tower CORP | 株式-不動産 | 3.77% | — | -0.87% | |
| 4 | O | Realty Income CORP | 株式-不動産 | 2.69% | — | -0.47% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.62% | -0.03% | +1.99% | |
| 6 | WPC | Wp Carey INC | 株式-不動産 | 2.57% | — | -1.29% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.50% | — | +0.24% | |
| 8 | CCI | Crown Castle INC | 株式-不動産 | 2.46% | — | +4.35% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 2.31% | +0.14% | +1.31% | |
| 10 | DLR | Digital Realty Trust INC | 株式-不動産 | 2.28% | — | +4.46% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.10% | — | +0.61% | |
| 12 | RITM | Rithm Capital CORP | 株式-不動産 | 1.91% | -0.47% | -4.30% | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 1.85% | — | — | |
| 14 | S76 | Store Capital CORP | 株式-その他 | 1.58% | — | -8.24% | |
| 15 | CTRE | Caretrust Reit INC | 株式-不動産 | 1.57% | — | +8.82% | |
| 16 | PCH | Potlatchdeltic CORP | 株式-その他 | 1.56% | -0.71% | EXIT | |
| 17 | SO | Southern Co/the | 株式-公益事業 | 1.52% | — | +6.99% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | — | +4.60% | |
| 19 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.40% | — | +12.12% | |
| 20 | NNN | Nnn Reit INC | 株式-不動産 | 1.38% | — | +2.50% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.32% | -1.09% | +5.25% | |
| 22 | ADC | Agree Realty CORP | 株式-不動産 | 1.26% | — | -1.22% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | — | +23.49% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.24% | — | +2.64% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.18% | — | +9.10% | |
| 26 | ELS | Equity Lifestyle Properties | 株式-不動産 | 1.16% | — | +5.68% | |
| 27 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.15% | — | +7.49% | |
| 28 | FHN | First Horizon CORP | 株式-金融 | 1.15% | — | +1.10% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.10% | — | +1.48% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.08% | — | +0.72% | |
| 31 | SUI | Sun Communities INC | 株式-不動産 | 1.05% | — | +31.51% | |
| 32 | COLD | Americold Realty Trust INC | 株式-不動産 | 1.03% | — | +2.08% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.34% | +0.44% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | -6.00% | |
| 35 | LADR | Ladder Capital Corp-reit | 株式-その他 | 0.88% | — | -4.31% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | — | +0.49% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.85% | — | +3.55% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | -8.58% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | +0.14% | +2.17% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | — | -2.54% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | — | +0.63% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | +0.33% | +11.69% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | -0.48% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | — | +0.02% | |
| 45 | ROL | Rollins INC | 株式-一般消費財 | 0.72% | — | -5.49% | |
| 46 | AIRCUSD | Apartment Income Reit Co | 株式-その他 | 0.71% | — | -10.84% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.70% | — | +11.71% | |
| 48 | STAG | Stag Industrial INC | 株式-不動産 | 0.69% | — | +1.52% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.65% | +0.25% | -3.57% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | +6.52% |