SDIRA

Portfolio Value

Stock Shares AVG cost basis Price Value FWD Dividends XIRR YoC Avg DGR Min DGR
Total (29): $64,863.64 $2,496.80 13.10% 5.77%
ABBV 11 $96.58 $265.76 $2,923.36 $78.09 24.32% 7.17% 8.30% 5.17%
ACI 11 $16.53 $11.51 $126.61 $7.48 6.88% 3.87% 2.71% -0.82%
ARCC 160 $18.98 $18.82 $3,011.20 $316.63 10.77% 10.12% 3.16% 2.30%
CVX 15 $84.85 $206.47 $3,097.05 $111.99 22.89% 8.39% 5.04% 2.99%
DUK 9 $81.65 $113.84 $1,024.56 $39.83 10.77% 5.32% 2.74% 1.98%
EPD 53 $24.22 $36.80 $1,950.40 $127.55 19.62% 9.25% 4.40% 3.70%
ET 31 $6.19 $20.72 $642.32 $42.16 35.96% 21.97% 12.38% 6.86%
FRG 5 $27.87 $29.88 $149.40 - 3.07% 6.75% 30.00% 30.00%
GD 10 $142.81 $331.72 $3,317.20 $64.56 19.04% 4.45% 8.05% 6.01%
GPC 5 $94.45 $126.24 $631.20 $21.53 9.04% 4.50% 5.60% 5.34%
HON 4.29 $149.34 $214.14 $918.82 $12.75 -0.06% 0.89% 6.83% 4.66%
IIPR 2 $84.12 $50.54 $101.08 $15.49 -2.24% 9.03% 8.39% 3.79%
INTC 10 $40.35 $116.19 $1,161.90 - 27.92% - - -
JNJ 28 $164.62 $252.93 $7,082.04 $151.98 12.59% 3.26% 5.88% 5.07%
JPM 10 $114.49 $332.38 $3,323.80 $74.04 29.59% 5.22% 13.52% 9.27%
KMB 10 $140.33 $95.41 $954.10 $51.54 -2.55% 3.65% 3.84% 2.67%
LSI 25 $97.37 $133.10 $3,327.50 - 9.63% 3.70% 10.69% 5.46%
MAIN 140 $37.33 $54.99 $7,698.60 $458.33 21.47% 8.52% 3.50% 1.83%
MET 5 $44.80 $96.88 $484.40 $12.36 18.24% 5.29% 5.55% 4.32%
MMM 10 $154.22 $163.19 $1,631.90 $26.51 4.12% 2.02% -7.37% -20.06%
MO 10 $46.93 $67.88 $678.80 $45.34 16.50% 9.46% 4.53% 2.96%
O 98 $61.51 $53.77 $5,269.46 $341.11 7.97% 5.13% 3.93% 3.07%
SBUX 10 $79.74 $94.43 $944.30 $26.21 8.72% 3.10% 10.14% 7.58%
SCHD 12 $75.12 $32.72 $392.64 $12.79 10.31% 4.26% 9.67% 7.81%
T 200 $28.45 $24.24 $4,848 $222 2.15% 3.90% -6.88% -10.65%
TD 48 $66.22 $117.10 $5,620.80 $155.16 20.74% 4.88% 5.40% 2.87%
VICI 10 $25.79 $22.53 $225.30 $18.95 3.98% 7.14% 6.69% 5.94%
WBD 28 $24.08 $30.95 $866.60 - 4.71% - - -
XOM 15 $41.22 $164.02 $2,460.30 $62.42 34.37% 10.00% 4.16% 2.63%
Total: $64,863.64 $2,496.80 13.10% 5.77%