The Fixed Basket
The Fixed Basket · Stratum shelter_owned_operating

Shelter — owned operating cost

Owned-shelter operating cost anchored on US property tax per capita (Census T01 quarterly / FRED POPTHM, trailing-4Q), the largest CEX-2000 sub-component (~40%). No CPI.

Weight (National Average)
7.35%
Sources
1
precedence-ordered ladder
Archetypes published
10
Basket version
v1.0.12

Sources

Precedence ladder for shelter — owned operating cost. Lower precedence wins where multiple sources cover the same period. The engine walks the ladder per period with chain-link rescale at source transitions.

PrecedenceSourceSeries IDCadenceGeography
0 census_property_tax
Census T01 quarterly property tax revenue / FRED POPTHM US population, trailing-4Q sum. Largest sub-component of the CEX-2000 stratum (~40% weight).
fred_us_property_tax_per_capita_quarterly national

Weight across archetypes

How shelter — owned operating cost is weighted in each of the 10 published archetypes. Sorted by weight, highest first. National Average is the headline citation surface.

ArchetypeWeightAction
Retiree 12.4414% View archetype →
Homeowner 10.3411% View archetype →
Income — Highest Quintile 8.7330% View archetype →
National Average 7.3533% View archetype →
Income — Fourth Quintile 6.6937% View archetype →
Working Parent 6.5213% View archetype →
Income — Second Quintile 6.2413% View archetype →
Income — Middle Quintile 6.2105% View archetype →
Income — Lowest Quintile 5.7424% View archetype →
Renter 0.1704% View archetype →

Substitution history

Substitution log entries that touched this stratum. Each entry bumps the basket version and is reproducible from observations tagged with their basket_version.

No substitution log entries reference this stratum directly.

Methodology

See the basket page for all 20 strata and the per-stratum source map. The methodology page covers the load-bearing pillars including the rules around source-precedence ladders, chain-link splicing at source transitions, and the no-fabricated-data invariant.