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 | 6.60% | +0.41% | -1.50% | |
| 2 | AMT | American Tower CORP | 株式-不動産 | 3.05% | — | -0.14% | |
| 3 | WPC | Wp Carey INC | 株式-不動産 | 2.83% | — | +18.37% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | -0.03% | -0.74% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.63% | — | -0.60% | |
| 6 | MO | Altria Group INC | 株式-生活必需品 | 2.61% | +0.14% | +2.00% | |
| 7 | O | Realty Income CORP | 株式-不動産 | 2.59% | — | +0.20% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 2.35% | — | +0.24% | |
| 9 | CTRE | Caretrust Reit INC | 株式-不動産 | 1.97% | — | +0.77% | |
| 10 | RITM | Rithm Capital CORP | 株式-不動産 | 1.96% | -0.47% | -3.37% | |
| 11 | CCI | Crown Castle INC | 株式-不動産 | 1.91% | — | +14.72% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.91% | -1.09% | -1.08% | |
| 13 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.82% | — | +1.80% | |
| 14 | PCH | Potlatchdeltic CORP | 株式-その他 | 1.82% | -0.71% | EXIT | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | — | +3.61% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.61% | — | +0.25% | |
| 17 | SUI | Sun Communities INC | 株式-不動産 | 1.50% | — | +10.97% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 1.48% | +0.09% | +0.21% | |
| 19 | NNN | Nnn Reit INC | 株式-不動産 | 1.42% | — | +0.54% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | — | -0.47% | |
| 21 | FHN | First Horizon CORP | 株式-金融 | 1.39% | — | +283.14% | |
| 22 | ELS | Equity Lifestyle Properties | 株式-不動産 | 1.37% | — | +3.33% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | +3.14% | |
| 24 | PLD | Prologis INC | 株式-不動産 | 1.30% | — | +2.51% | |
| 25 | COLD | Americold Realty Trust INC | 株式-不動産 | 1.30% | — | -13.99% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.26% | — | -3.22% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.18% | — | — | |
| 28 | ADC | Agree Realty CORP | 株式-不動産 | 1.16% | — | -3.79% | |
| 29 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.14% | — | +0.04% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.13% | — | -0.38% | |
| 31 | CPT | Camden Property Trust | 株式-不動産 | 1.10% | — | +15.87% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | -0.08% | |
| 33 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.03% | — | -43.31% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | — | +0.72% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.96% | — | +1.03% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.95% | +0.14% | +0.77% | |
| 37 | TRNO | Terreno Realty CORP | 株式-不動産 | 0.89% | — | +35.17% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.86% | +0.33% | +0.02% | |
| 39 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.86% | +0.23% | -0.51% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.34% | +1.66% | |
| 41 | STAG | Stag Industrial INC | 株式-不動産 | 0.81% | — | -5.11% | |
| 42 | LADR | Ladder Capital Corp-reit | 株式-その他 | 0.74% | — | -0.12% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.73% | +0.25% | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.71% | — | -1.32% | |
| 45 | AIRCUSD | Apartment Income Reit Co | 株式-その他 | 0.70% | — | +0.90% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.70% | — | -22.12% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | -2.08% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | +1.39% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.64% | +0.19% | — | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.64% | — | +1.77% |