Q4 2024 Holdings
Filed 2025-02-07 | 8 holdings | $5.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hoya Capital Housing ETF(HOMZ) | Com | 26922A230 | $2.1M | 46,700 | 39.9% |
| Apple Inc(AAPL) | Com | 037833100 | $876.5K | 3,500 | 16.5% |
| Microsoft(MSFT) | Com | 594918104 | $861.5K | 2,044 | 16.3% |
| Hoya Capital HGH DVD YLD ETF(RIET) | Com | 26922B840 | $525.3K | 52,063 | 9.9% |
| Procter & Gamble(PG) | Com | 742718109 | $256.8K | 1,532 | 4.8% |
| Disney(DIS) | Com | 254687106 | $223.1K | 2,004 | 4.2% |
| Johnson & Johnson(JNJ) | Com | 478160104 | $222.7K | 1,540 | 4.2% |
| JP Morgan Chase(JPM) | Com | 46625H100 | $218.1K | 910 | 4.1% |