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 | 7.61% | -1.25% | +0.91% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.44% | +0.41% | +6.55% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.52% | -1.09% | +2.27% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.25% | -0.03% | -4.28% | |
| 5 | MO | Altria Group INC | 株式-生活必需品 | 2.21% | +0.14% | -0.30% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.09% | — | +11.22% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.86% | — | -1.57% | |
| 8 | CTRE | Caretrust Reit INC | 株式-不動産 | 1.80% | — | +6.89% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.79% | — | -4.92% | |
| 10 | WPC | Wp Carey INC | 株式-不動産 | 1.72% | — | -3.98% | |
| 11 | O | Realty Income CORP | 株式-不動産 | 1.71% | — | -1.39% | |
| 12 | RITM | Rithm Capital CORP | 株式-不動産 | 1.66% | -0.47% | -0.30% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 1.52% | — | -1.14% | |
| 14 | SO | Southern Co/the | 株式-公益事業 | 1.37% | — | +2.53% | |
| 15 | FHN | First Horizon CORP | 株式-金融 | 1.36% | — | — | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.23% | +0.09% | +25.75% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.22% | — | -1.86% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +2.24% | |
| 19 | PCH | Potlatchdeltic CORP | 株式-その他 | 1.12% | -0.71% | EXIT | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.10% | +0.08% | -1.09% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | — | +1.85% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | -0.75% | |
| 23 | PLD | Prologis INC | 株式-不動産 | 1.01% | — | -4.50% | |
| 24 | SUI | Sun Communities INC | 株式-不動産 | 1.00% | — | +0.88% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | +0.14% | +4.69% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.34% | -14.60% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | +0.33% | +88.53% | |
| 28 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.87% | — | -4.15% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | +0.46% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.84% | — | +24.75% | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.79% | — | +16.89% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | — | -0.16% | |
| 33 | CCI | Crown Castle INC | 株式-不動産 | 0.78% | — | -0.04% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | -1.02% | EXIT | |
| 35 | CPT | Camden Property Trust | 株式-不動産 | 0.76% | — | -2.94% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.75% | +0.23% | +12.32% | |
| 37 | MFUS | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 0.75% | — | +28.87% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.74% | +0.19% | +12.58% | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.69% | -0.60% | EXIT | |
| 40 | WELL | Welltower INC | 株式-不動産 | 0.68% | — | +14.42% | |
| 41 | EXR | Extra Space Storage INC | 株式-不動産 | 0.68% | — | -4.77% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | +5.87% | |
| 43 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.66% | — | -2.03% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.65% | — | +3.00% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.65% | — | -1.40% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +12.70% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.64% | — | +49.81% | |
| 48 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.64% | -0.36% | EXIT | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.64% | — | +3.68% | |
| 50 | ✓ | 株式-その他 | 0.64% | — | — |