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 | PFF | Ishares Preferred & Income S | ETF-その他 | 7.76% | -1.25% | +21.82% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.49% | +0.41% | +0.04% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.72% | -1.09% | -3.66% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | -0.03% | -1.29% | |
| 5 | AMT | American Tower CORP | 株式-不動産 | 2.20% | — | -5.34% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.06% | — | -1.38% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.03% | — | -1.52% | |
| 8 | O | Realty Income CORP | 株式-不動産 | 1.99% | — | +8.57% | |
| 9 | WPC | Wp Carey INC | 株式-不動産 | 1.93% | — | +14.17% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.85% | — | +9.54% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 1.83% | +0.14% | -5.50% | |
| 12 | CTRE | Caretrust Reit INC | 株式-不動産 | 1.79% | — | -7.93% | |
| 13 | RITM | Rithm Capital CORP | 株式-不動産 | 1.71% | -0.47% | +0.77% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.33% | — | -13.55% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 1.31% | — | -6.35% | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.25% | — | -6.75% | |
| 17 | SUI | Sun Communities INC | 株式-不動産 | 1.24% | — | -4.91% | |
| 18 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.24% | — | -16.19% | |
| 19 | FHN | First Horizon CORP | 株式-金融 | 1.22% | — | -2.14% | |
| 20 | CCI | Crown Castle INC | 株式-不動産 | 1.18% | — | +1.21% | |
| 21 | PLD | Prologis INC | 株式-不動産 | 1.15% | — | +5.26% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.13% | +0.08% | +9.54% | |
| 23 | PCH | Potlatchdeltic CORP | 株式-その他 | 1.11% | -0.71% | EXIT | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | — | +4.48% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.34% | +35.60% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | — | -10.08% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 1.01% | +0.09% | -0.17% | |
| 28 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.99% | — | -1.43% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | — | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.90% | — | +0.20% | |
| 31 | EXR | Extra Space Storage INC | 株式-不動産 | 0.89% | — | +6.26% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | -13.25% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | +0.14% | +2.33% | |
| 34 | ADDYY | Adidas Ag-sponsored Adr | 株式-その他 | 0.86% | — | -18.16% | |
| 35 | COLD | Americold Realty Trust INC | 株式-不動産 | 0.85% | — | +0.83% | |
| 36 | CPT | Camden Property Trust | 株式-不動産 | 0.81% | — | -3.22% | |
| 37 | ✓ | 株式-その他 | 0.79% | — | +153.99% | ||
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +4.25% | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.75% | — | -7.17% | |
| 40 | ADC | Agree Realty CORP | 株式-不動産 | 0.73% | — | -11.29% | |
| 41 | TRNO | Terreno Realty CORP | 株式-不動産 | 0.71% | — | -2.85% | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.70% | — | -0.24% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.70% | — | +24.64% | |
| 44 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.70% | +0.23% | — | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.67% | — | -16.81% | |
| 46 | DUK | Duke Energy CORP | 株式-公益事業 | 0.66% | — | +6.60% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +0.84% | |
| 48 | RFV | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.64% | — | -18.58% | |
| 49 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.60% | -0.36% | EXIT | |
| 50 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.59% | -0.32% | — |