Bigelow Investment Advisors, LLC — Q3 2018 13F保有銘柄

Name: Bigelow Investment Advisors, LLC — 13F Holdings, Q3 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729516

申告総資産額

$2.5億

← 最新の四半期に戻る

今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型株・グロース	7.07%	+0.02%	+0.11%
2	VCIT	Vanguard Int-term Corporate	ETF-投資適格社債	3.87%	—	-4.10%
3	SCHZ	Schwab US Aggregate Bond ETF	ETF-その他	3.47%	—	-6.06%
4	IGSB	Ishares 1-5y Inv Grade CORP	ETF-その他	3.25%	+0.27%	+91.07%
5	AAPL	Apple INC	株式-IT	2.89%	-0.18%	-5.78%
6	VIG	Vanguard Dividend Apprec ETF	ETF-その他	2.60%	-0.03%	-6.99%
7	IJH	Ishares Core S&p Midcap ETF	ETF-その他	2.45%	+0.22%	+0.73%
8	SCHX	Schwab US Large-cap ETF	ETF-その他	2.44%	-0.20%	+9.57%
9	MSFT	Microsoft CORP	株式-IT	1.99%	-0.45%	-15.83%
10	MMM	3m Co	株式-資本財	1.78%	—	-6.20%
11	JNJ	Johnson & Johnson	株式-ヘルスケア	1.71%	+0.23%	-4.39%
12	GVI	Ishares Intermediate Governm	ETF-その他	1.56%	+0.11%	-3.82%
13	CSCO	Cisco Systems INC	株式-IT	1.45%	—	-4.60%
14	XOM	Exxon Mobil CORP	株式-エネルギー	1.43%	+0.31%	-16.52%
15	AGG	Ishares Core U.s. Aggregate	ETF-その他	1.40%	—	-2.86%
16	VGT	Vanguard Info Tech ETF	ETF-テック型	1.37%	—	-6.83%
17	SCHM	Schwab US Mid Cap ETF	ETF-その他	1.33%	—	+2.32%
18	IBM	Intl Business Machines CORP	株式-IT	1.31%	-0.28%	EXIT
19	VCSH	Vanguard S/t CORP Bond ETF	ETF-投資適格社債	1.25%	—	-0.77%
20	INTC	Intel CORP	株式-IT	1.11%	—	-4.42%
21	DIS	Walt Disney Co/the	株式-通信サービス	1.08%	-0.07%	-7.81%
22	GOOG	Alphabet Inc-cl C	株式-通信サービス	1.05%	-0.10%	-10.87%
23	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.05%	—	+85.48%
24	PFE	Pfizer INC	株式-ヘルスケア	0.99%	—	-3.88%
25	VZ	Verizon Communications INC	株式-通信サービス	0.98%	+0.08%	-5.37%
26	PG	Procter & Gamble Co/the	株式-生活必需品	0.93%	—	-21.10%
27	UNH	Unitedhealth Group INC	株式-ヘルスケア	0.93%	-0.08%	-14.33%
28	VEA	Vanguard Ftse Developed ETF	ETF-その他	0.93%	—	-0.96%
29	NEE	Nextera Energy INC	株式-公益事業	0.92%	+0.12%	+0.43%
30	IWM	Ishares Russell 2000 ETF	ETF-中小型株	0.89%	—	+0.69%
31	T	At&t INC	株式-通信サービス	0.88%	—	-5.21%
32	VHT	Vanguard Health Care ETF	ETF-その他	0.83%	—	—
33	JPM	Jpmorgan Chase & Co	株式-金融	0.80%	-0.10%	+1.32%
34	SCHA	Schwab US Small-cap ETF	ETF-その他	0.79%	—	+0.33%
35	PEP	Pepsico INC	株式-生活必需品	0.78%	—	-15.78%
36	SCHB	Schwab US Broad Market ETF	ETF-その他	0.78%	-0.16%	+12.48%
37	INTF	Ishares International Equity	ETF-その他	0.75%	—	-0.75%
38	IWN	Ishares Russell 2000 Value E	ETF-中小型株	0.70%	—	-2.46%
39	ORCL	Oracle CORP	株式-IT	0.69%	-0.17%	-12.75%
40	V	Visa Inc-class A Shares	株式-金融	0.67%	—	-11.85%
41	IJR	Ishares Core S&p Small-cap E	ETF-中小型株	0.66%	—	+0.62%
42	NSC	Norfolk Southern CORP	株式-資本財	0.66%	—	-1.79%
43	GD	General Dynamics CORP	株式-資本財	0.65%	—	—
44	IWS	Ishares Russell Mid-cap Valu	ETF-その他	0.64%	—	+1.16%
45	GOOGL	Alphabet Inc-cl A	株式-通信サービス	0.64%	-0.15%	-1.26%
46	IYF	Ishares US Financials ETF	ETF-その他	0.64%	—	-15.53%
47	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-その他	0.62%	—	-8.39%
48	NKE	Nike INC -cl B	株式-一般消費財	0.62%	—	-7.82%
49	TIP	Ishares Tips Bond ETF	ETF-その他	0.61%	—	+25.44%
50	SCHF	Schwab Intl Equity ETF	ETF-その他	0.59%	—	-1.55%

1–50 of 152

今四半期の持株変動

Bigelow Investment Advisors, LLCがQ3 2018時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	IBM	Intl Business Machines CORP	+0.5%	+51.62%	増加
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.4%	+0.11%	増加
3	AAPL	Apple INC	+0.3%	-5.78%	減少
4	SCHX	Schwab US Large-cap ETF	+0.3%	+9.57%	増加
5	PFE	Pfizer INC	+0.1%	-3.88%	減少
6	IVV	Ishares Core S&p 500 ETF	+0.1%	+71.29%	増加
7	JNJ	Johnson & Johnson	+0.1%	-4.39%	減少
8	SCHB	Schwab US Broad Market ETF	+0.1%	+12.48%	増加
9	VFH	Vanguard Financials ETF	+0.1%	+30.07%	増加
10	TIP	Ishares Tips Bond ETF	+0.1%	+25.44%	増加
11	CSCO	Cisco Systems INC	+0.1%	-4.60%	減少
12	NSC	Norfolk Southern CORP	+0.1%	-1.79%	減少
13	VHT	Vanguard Health Care ETF	+0.1%	—	変化なし
14	SCHM	Schwab US Mid Cap ETF	+0.1%	+2.32%	増加
15	IJH	Ishares Core S&p Midcap ETF	+0.1%	+0.73%	増加
16	JPM	Jpmorgan Chase & Co	+0.1%	+1.32%	増加
17	IDXX	Idexx Laboratories INC	+0.1%	-0.31%	減少
18	LAZ	Lazard, Inc.	-0.1%	-29.82%	減少
19	SCHE	Schwab Emrg Mrkts Eqty ETF	-0.1%	-8.39%	減少
20	UNH	Unitedhealth Group INC	-0.1%	-14.33%	減少
21	BHB	Bar Harbor Bankshares	-0.1%	-12.61%	減少
22	IYF	Ishares US Financials ETF	-0.1%	-15.53%	減少
23	IGIB	Ishares 5-10y Inv Grade CORP	-0.1%	+85.48%	増加
24	GVI	Ishares Intermediate Governm	-0.1%	-3.82%	減少
25	AEP	American Electric Power Company, Inc.	-0.1%	-29.61%	減少
26	INTC	Intel CORP	-0.1%	-4.42%	減少
27	RHI	Robert Half INC	-0.1%	-38.85%	減少
28	META	Meta Platforms Inc-class A	-0.1%	-2.55%	減少
29	PEP	Pepsico INC	-0.1%	-15.78%	減少
30	CVX	Chevron CORP	-0.2%	-25.81%	減少
31	PG	Procter & Gamble Co/the	-0.2%	-21.10%	減少
32	IGSB	Ishares 1-5y Inv Grade CORP	-0.2%	+91.07%	増加
33	VYM	Vanguard High Dvd Yield ETF	-0.2%	-29.53%	減少
34	VCIT	Vanguard Int-term Corporate	-0.2%	-4.10%	減少
35	XOM	Exxon Mobil CORP	-0.3%	-16.52%	減少
36	SCHZ	Schwab US Aggregate Bond ETF	-0.3%	-6.06%	減少
37	✓		—	EXIT	全売却
38	GIS	General Mills INC	—	NEW	新規購入
39	RES	Rpc INC	—	NEW	新規購入
40	SUSA	Ishares Esg Optimized Msci U	—	NEW	新規購入
41	TLH	Ishares 10-20 Year Treasury	—	EXIT	全売却
42	CVS	Cvs Health CORP	—	NEW	新規購入
43	LOW	Lowe's Cos INC	—	NEW	新規購入
44	BMI	Badger Meter INC	—	NEW	新規購入
45	IVW	Ishares S&p 500 Growth ETF	—	EXIT	全売却
46	IDV	Ishares International Select	—	NEW	新規購入
47	CAT	Caterpillar INC	—	NEW	新規購入
48	BIV	Vanguard Intermediate-term B	—	EXIT	全売却
49	VOX	Vanguard Communication Servi	—	NEW	新規購入
50	LNT	Alliant Energy CORP	—	EXIT	全売却