Bigelow Investment Advisors, LLC — Q1 2020 13F保有銘柄

Name: Bigelow Investment Advisors, LLC — 13F Holdings, Q1 2020
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	6.54%	+0.02%	-6.31%
2	IGSB	Ishares 1-5y Inv Grade CORP	ETF-その他	6.33%	+0.27%	-2.01%
3	SCHZ	Schwab US Aggregate Bond ETF	ETF-その他	4.44%	—	-6.83%
4	VCIT	Vanguard Int-term Corporate	ETF-投資適格社債	4.10%	—	-9.09%
5	SCHO	Schwab Short-term US Treas	ETF-その他	3.51%	—	+5.85%
6	VIG	Vanguard Dividend Apprec ETF	ETF-その他	3.25%	-0.03%	-0.86%
7	SCHX	Schwab US Large-cap ETF	ETF-その他	2.95%	-0.20%	+15.86%
8	AAPL	Apple INC	株式-IT	2.65%	-0.18%	-18.42%
9	IJH	Ishares Core S&p Midcap ETF	ETF-その他	2.15%	+0.22%	-10.30%
10	MSFT	Microsoft CORP	株式-IT	2.08%	-0.45%	-5.19%
11	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	2.08%	-0.18%	-3.07%
12	GVI	Ishares Intermediate Governm	ETF-その他	1.80%	+0.11%	+0.13%
13	AGG	Ishares Core U.s. Aggregate	ETF-その他	1.66%	—	+0.37%
14	JNJ	Johnson & Johnson	株式-ヘルスケア	1.58%	+0.23%	-2.99%
15	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.45%	—	-7.69%
16	VCSH	Vanguard S/t CORP Bond ETF	ETF-投資適格社債	1.26%	—	-0.41%
17	CSCO	Cisco Systems INC	株式-IT	1.24%	—	-3.71%
18	INTC	Intel CORP	株式-IT	1.18%	—	-8.59%
19	VGT	Vanguard Info Tech ETF	ETF-テック型	1.14%	—	-24.04%
20	NEE	Nextera Energy INC	株式-公益事業	1.13%	+0.12%	-3.04%
21	SCHM	Schwab US Mid Cap ETF	ETF-その他	1.06%	—	+3.20%
22	DIS	Walt Disney Co/the	株式-通信サービス	1.04%	-0.07%	+2.23%
23	SCHB	Schwab US Broad Market ETF	ETF-その他	0.95%	-0.16%	+3.98%
24	PG	Procter & Gamble Co/the	株式-生活必需品	0.93%	—	-1.21%
25	MRK	Merck & Co. INC.	株式-ヘルスケア	0.92%	—	-1.22%
26	GNMA	Ishares Gnma Bond ETF	ETF-その他	0.92%	-0.31%	+33.09%
27	GOOG	Alphabet Inc-cl C	株式-通信サービス	0.89%	-0.10%	-17.59%
28	MMM	3m Co	株式-資本財	0.88%	—	-8.52%
29	VEA	Vanguard Ftse Developed ETF	ETF-その他	0.86%	—	+1.90%
30	PEP	Pepsico INC	株式-生活必需品	0.84%	—	+3.62%
31	IJR	Ishares Core S&p Small-cap E	ETF-中小型株	0.81%	—	+1.89%
32	IEFA	Ishares Core Msci Eafe ETF	ETF-その他	0.80%	+0.13%	-5.38%
33	UNH	Unitedhealth Group INC	株式-ヘルスケア	0.77%	-0.08%	-1.51%
34	VZ	Verizon Communications INC	株式-通信サービス	0.76%	+0.08%	-1.05%
35	IBM	Intl Business Machines CORP	株式-IT	0.71%	-0.28%	EXIT
36	AMZN	Amazon.com INC	株式-一般消費財	0.70%	—	+61.15%
37	XOM	Exxon Mobil CORP	株式-エネルギー	0.69%	+0.31%	-12.46%
38	NKE	Nike INC -cl B	株式-一般消費財	0.68%	—	-0.01%
39	GOOGL	Alphabet Inc-cl A	株式-通信サービス	0.67%	-0.15%	-8.29%
40	PFE	Pfizer INC	株式-ヘルスケア	0.67%	—	+6.18%
41	MDT	Medtronic plc	株式-ヘルスケア	0.66%	—	+7.50%
42	ORCL	Oracle CORP	株式-IT	0.65%	-0.17%	-0.68%
43	SCHA	Schwab US Small-cap ETF	ETF-その他	0.64%	—	+8.71%
44	DHR	Danaher CORP	株式-ヘルスケア	0.60%	-0.06%	-7.20%
45	V	Visa Inc-class A Shares	株式-金融	0.59%	—	-11.82%
46	FLOT	Ishares Floating Rate Bond E	ETF-その他	0.58%	—	+63.11%
47	HD	Home Depot INC	株式-一般消費財	0.55%	—	-5.43%
48	IAUUSD	Ishares Gold Trust	ETF-コモディティ	0.54%	—	+5.88%
49	GD	General Dynamics CORP	株式-資本財	0.53%	—	+3.07%
50	UPS	United Parcel Service-cl B	株式-資本財	0.53%	—	-3.57%

1–50 of 133

今四半期の持株変動

Bigelow Investment Advisors, LLCがQ1 2020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	IGSB	Ishares 1-5y Inv Grade CORP	+1.2%	-2.01%	減少
2	SCHO	Schwab Short-term US Treas	+1%	+5.85%	増加
3	SCHZ	Schwab US Aggregate Bond ETF	+0.8%	-6.83%	減少
4	SCHX	Schwab US Large-cap ETF	+0.5%	+15.86%	増加
5	VCIT	Vanguard Int-term Corporate	+0.4%	-9.09%	減少
6	GNMA	Ishares Gnma Bond ETF	+0.4%	+33.09%	増加
7	AMZN	Amazon.com INC	+0.4%	+61.15%	増加
8	VIG	Vanguard Dividend Apprec ETF	+0.2%	-0.86%	減少
9	JNJ	Johnson & Johnson	+0.2%	-2.99%	減少
10	INTC	Intel CORP	+0.1%	-8.59%	減少
11	CSCO	Cisco Systems INC	0%	-3.71%	減少
12	IVV	Ishares Core S&p 500 ETF	0%	-3.07%	減少
13	VEA	Vanguard Ftse Developed ETF	0%	+1.90%	増加
14	IBM	Intl Business Machines CORP	0%	-10.01%	減少
15	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-5.38%	減少
16	SCHM	Schwab US Mid Cap ETF	-0.1%	+3.20%	増加
17	GOOG	Alphabet Inc-cl C	-0.1%	-17.59%	減少
18	MMM	3m Co	-0.1%	-8.52%	減少
19	NSC	Norfolk Southern CORP	-0.1%	-12.93%	減少
20	VHT	Vanguard Health Care ETF	-0.1%	-25.57%	減少
21	IJR	Ishares Core S&p Small-cap E	-0.1%	+1.89%	増加
22	VYM	Vanguard High Dvd Yield ETF	-0.1%	-23.21%	減少
23	IYF	Ishares US Financials ETF	-0.1%	-18.37%	減少
24	INTF	Ishares International Equity	-0.1%	-24.79%	減少
25	DIS	Walt Disney Co/the	-0.2%	+2.23%	増加
26	CVX	Chevron CORP	-0.2%	-18.29%	減少
27	T	At&t INC	-0.2%	-33.34%	減少
28	CWB	Ss Spdr Bb Conv Sec ETF	-0.2%	-55.74%	減少
29	SCHE	Schwab Emrg Mrkts Eqty ETF	-0.2%	-32.28%	減少
30	VGT	Vanguard Info Tech ETF	-0.2%	-24.04%	減少
31	IWM	Ishares Russell 2000 ETF	-0.2%	-25.53%	減少
32	UTXZ	United Tech CORP	-0.2%	-37.49%	減少
33	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-6.31%	減少
34	AAPL	Apple INC	-0.3%	-18.42%	減少
35	IWN	Ishares Russell 2000 Value E	-0.3%	-35.98%	減少
36	IWS	Ishares Russell Mid-cap Valu	-0.3%	-42.27%	減少
37	XOM	Exxon Mobil CORP	-0.5%	-12.46%	減少
38	IJH	Ishares Core S&p Midcap ETF	-0.5%	-10.30%	減少
39	VCR	Vanguard Consumer Discre ETF	—	EXIT	全売却
40	VFH	Vanguard Financials ETF	—	EXIT	全売却
41	WTRG	Essential Utilities, Inc.	—	EXIT	全売却
42	SCHH	Schwab US Reit ETF	—	EXIT	全売却
43	SCHV	Schwab US Large-cap Value	—	EXIT	全売却
44	AX	Axos Financial INC	—	EXIT	全売却
45	FDX	Fedex CORP	—	NEW	新規購入
46	BA	Boeing Co/the	—	NEW	新規購入
47	WTRG	Essential Utilities INC	—	NEW	新規購入
48	VIS	Vanguard Industrials ETF	—	EXIT	全売却
49	SLB	Slb LTD	—	EXIT	全売却
50	MBB	Ishares Mbs ETF	—	NEW	新規購入