Q1 2025 Holdings
Filed 2025-05-02 | 8 holdings | $5.1M | 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 | 46,660 | 40.8% |
| Apple Inc(AAPL) | Com | 037833100 | $777.5K | 3,500 | 15.2% |
| Microsoft(MSFT) | Com | 594918104 | $767.3K | 2,044 | 15.0% |
| Hoya Capital HGH DVD YLD ETF(RIET) | Com | 26922B840 | $538.3K | 53,668 | 10.5% |
| Procter & Gamble(PG) | Com | 742718109 | $261.1K | 1,532 | 5.1% |
| Johnson & Johnson(JNJ) | Com | 478160104 | $255.4K | 1,540 | 5.0% |
| JP Morgan Chase(JPM) | Com | 46625H100 | $223.2K | 910 | 4.4% |
| Amgen(AMGN) | Com | 031162100 | $207.5K | 666 | 4.1% |