CIK: 0001035350
申告総資産額
$25.3億
上位200銘柄を表示中（全1016銘柄）
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.92% | -0.04% | +7.17% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.54% | +0.35% | +2.82% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.41% | -0.08% | +5.39% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.19% | -0.76% | +1.59% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.93% | -0.14% | -3.36% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | -0.14% | +1.04% | |
| 7 | SPG | Simon Property Group INC | 株式-不動産 | 1.42% | — | -7.97% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | -0.01% | +1.15% | |
| 9 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.04% | — | -8.32% | |
| 10 | PLD | Prologis INC | 株式-不動産 | 1.03% | — | -23.63% | |
| 11 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.98% | — | -11.09% | |
| 12 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.97% | — | +11.90% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | +0.12% | +0.61% | |
| 14 | EQIX | Equinix INC | 株式-不動産 | 0.89% | — | -7.74% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.06% | +0.54% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | -0.05% | -0.87% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.14% | +0.40% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.08% | +0.99% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | +0.24% | +1.57% | |
| 20 | BXP | Bxp INC | 株式-不動産 | 0.78% | — | -4.46% | |
| 21 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.76% | — | +4.58% | |
| 22 | CPT | Camden Property Trust | 株式-不動産 | 0.74% | — | -0.92% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.74% | — | — | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +0.37% | |
| 25 | PSA | Public Storage | 株式-不動産 | 0.67% | — | +15.78% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -0.63% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | -0.05% | -1.74% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | -0.06% | -0.31% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +0.99% | |
| 30 | EQR | Equity Residential | 株式-不動産 | 0.63% | — | +11.17% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | -0.03% | -2.43% | |
| 32 | WELL | Welltower INC | 株式-不動産 | 0.61% | — | -11.57% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.59% | — | -0.24% | |
| 34 | HST | Host Hotels & Resorts INC | 株式-不動産 | 0.59% | — | +2.36% | |
| 35 | SUI | Sun Communities INC | 株式-不動産 | 0.58% | — | -2.31% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.12% | -0.10% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.56% | — | -3.68% | |
| 38 | ESS | Essex Property Trust INC | 株式-不動産 | 0.55% | — | -3.08% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | -0.30% | |
| 40 | UDR | Udr INC | 株式-不動産 | 0.55% | — | -2.58% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.55% | -0.06% | +3.58% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +0.13% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | -0.94% | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -1.85% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | -0.04% | -2.08% | |
| 46 | VTR | Ventas INC | 株式-不動産 | 0.52% | — | +175.32% | |
| 47 | EXR | Extra Space Storage INC | 株式-不動産 | 0.51% | — | +5.77% | |
| 48 | MAC | Macerich Co/the | 株式-その他 | 0.50% | — | +564.88% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +0.72% | |
| 50 | DREUSD | Duke Realty CORP | 株式-その他 | 0.50% | — | -17.92% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MAC | Macerich Co/the | +0.4% | +564.88% | 増加 |
| 2 | VTR | Ventas INC | +0.4% | +175.32% | 増加 |
| 3 | DEI | Douglas Emmett INC | +0.4% | +1943.22% | 増加 |
| 4 | CUBE | Cubesmart | +0.3% | +1564.60% | 増加 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +163.32% | 増加 |
| 6 | IDV | Ishares International Select | +0.2% | +100.00% | 増加 |
| 7 | HDV | Ishares Core High Dividend E | +0.2% | +2.82% | 増加 |
| 8 | O | Realty Income CORP | +0.2% | +19.37% | 増加 |
| 9 | MSFT | Microsoft CORP | 0% | +1.59% | 増加 |
| 10 | AVB | Avalonbay Communities INC | — | -8.32% | 減少 |
| 11 | GOOG | Alphabet Inc-cl C | 0% | +0.54% | 増加 |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | +0.99% | 増加 |
| 13 | BXP | Bxp INC | 0% | -4.46% | 減少 |
| 14 | SPG | Simon Property Group INC | 0% | -7.97% | 減少 |
| 15 | JPM | Jpmorgan Chase & Co | 0% | -0.87% | 減少 |
| 16 | DLR | Digital Realty Trust INC | -0.1% | -11.09% | 減少 |
| 17 | BAC | Bank Of America CORP | -0.1% | -2.43% | 減少 |
| 18 | T | At&t INC | -0.1% | -3.68% | 減少 |
| 19 | HD | Home Depot INC | -0.1% | -1.85% | 減少 |
| 20 | XOM | Exxon Mobil CORP | -0.1% | +1.57% | 増加 |
| 21 | HST | Host Hotels & Resorts INC | -0.1% | +2.36% | 増加 |
| 22 | CONE1EUR | Cyrusone INC | -0.1% | -7.26% | 減少 |
| 23 | NFLX | Netflix INC | -0.1% | +1.06% | 増加 |
| 24 | C | Citigroup INC | -0.1% | -2.78% | 減少 |
| 25 | META | Meta Platforms Inc-class A | -0.1% | +0.40% | 増加 |
| 26 | DREUSD | Duke Realty CORP | -0.1% | -17.92% | 減少 |
| 27 | HLT | Hilton Worldwide Holdings In | -0.1% | -34.09% | 減少 |
| 28 | HIW | Highwoods Properties INC | -0.1% | -44.86% | 減少 |
| 29 | ROICUSD | Retail Opportunity Investmen | -0.2% | -64.68% | 減少 |
| 30 | EQIX | Equinix INC | -0.2% | -7.74% | 減少 |
| 31 | NVDA | Nvidia CORP | -0.2% | -0.00% | 減少 |
| 32 | FRTEUR | Federal Realty Invs Trust | -0.2% | -89.79% | 減少 |
| 33 | AMZN | Amazon.com INC | -0.3% | +1.04% | 増加 |
| 34 | REG | Regency Centers CORP | -0.3% | -46.78% | 減少 |
| 35 | INVH | Invitation Homes INC | -0.3% | -66.44% | 減少 |
| 36 | PLD | Prologis INC | -0.4% | -23.63% | 減少 |
| 37 | SLG2EUR | Sl Green Realty CORP | -0.5% | -76.46% | 減少 |
| 38 | AAPL | Apple INC | -0.6% | -3.36% | 減少 |
| 39 | USIG | Ishares Broad Usd Investment | — | NEW | 新規購入 |
| 40 | AMH | American Homes 4 Rent- A | — | EXIT | 全売却 |
| 41 | DVYE | Ishares Emerging Markets Div | — | NEW | 新規購入 |
| 42 | ✓ | Linde PLC | — | NEW | 新規購入 |
| 43 | CI | THE Cigna Group | — | NEW | 新規購入 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | AXP | American Express Company | — | EXIT | 全売却 |
| 46 | CI | The Cigna Group | — | EXIT | 全売却 |
| 47 | PXGBX | Praxair INC | — | EXIT | 全売却 |
| 48 | ET | Energy Transfer LP | — | EXIT | 全売却 |
| 49 | IAGG | Ishares Intl Aggregate Bond | — | NEW | 新規購入 |
| 50 | SPEM | State Street Sp Ptf Em ETF | — | NEW | 新規購入 |