CIK: 0001097833
申告総資産額
$1.7億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 18.29% | -2.00% | +27.58% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 14.61% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.56% | — | +31.60% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.15% | — | +22.98% | |
| 5 | RBS 7.76304 PERP C | Natl Westminster Bk PLC | 株式-その他 | 1.22% | — | — | |
| 6 | ✓ | Agl Res INC | 株式-その他 | 1.07% | — | — | |
| 7 | NJR | New Jersey Resources CORP | 株式-公益事業 | 1.06% | — | +2.17% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.04% | — | — | |
| 9 | WM | Waste Management INC | 株式-資本財 | 0.99% | +0.07% | — | |
| 10 | CLX | Clorox Company | 株式-生活必需品 | 0.99% | — | — | |
| 11 | WRUSD | Westar Energy INC | 株式-その他 | 0.99% | — | +12.88% | |
| 12 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.97% | +0.11% | — | |
| 13 | CMS | Cms Energy CORP | 株式-公益事業 | 0.96% | +0.08% | — | |
| 14 | PDM | Piedmont Realty Trust, Inc. | 株式-その他 | 0.95% | — | +20.37% | |
| 15 | XEL | Xcel Energy INC | 株式-公益事業 | 0.95% | +0.23% | — | |
| 16 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.93% | — | +22.08% | |
| 17 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.93% | — | -11.27% | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 0.92% | — | +3.29% | |
| 19 | COP | Conocophillips | 株式-エネルギー | 0.91% | — | -15.63% | |
| 20 | SO | Southern Co/the | 株式-公益事業 | 0.91% | — | +17.24% | |
| 21 | AEP | American Electric Power | 株式-公益事業 | 0.91% | — | — | |
| 22 | ✓ | 株式-その他 | 0.90% | — | +106.63% | ||
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | -0.01% | +3.57% | |
| 24 | ✓ | Laclede Group INC Com | 株式-その他 | 0.88% | — | — | |
| 25 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.88% | — | +6.57% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.87% | — | — | |
| 27 | POR | Portland General Electric Co | 株式-公益事業 | 0.87% | — | — | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +34.55% | |
| 29 | ED | Consolidated Edison INC | 株式-公益事業 | 0.86% | — | — | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.86% | -0.47% | +5.01% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.86% | +0.13% | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | +0.27% | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | -0.39% | +18.55% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.54% | +2.51% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.84% | — | — | |
| 36 | SYY | Sysco CORP | 株式-生活必需品 | 0.83% | — | — | |
| 37 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.83% | — | — | |
| 38 | ✓ | 株式-その他 | 0.82% | — | -6.70% | ||
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.82% | — | +19.23% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | -0.01% | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +6.90% | |
| 42 | APD | Air Products & Chemicals INC | 株式-素材 | 0.78% | +0.21% | -3.15% | |
| 43 | PNW | Pinnacle West Capital | 株式-公益事業 | 0.76% | — | — | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.76% | — | +20.09% | |
| 45 | DTE | Dte Energy Company | 株式-公益事業 | 0.75% | — | +14.04% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.71% | — | — | |
| 47 | BGS | B&g Foods INC | 株式-その他 | 0.70% | — | +7.92% | |
| 48 | ✓ | 株式-その他 | 0.69% | — | — | ||
| 49 | FE | Firstenergy CORP | 株式-公益事業 | 0.68% | — | — | |
| 50 | ✓ | Scana CORP New | 株式-その他 | 0.67% | — | -10.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.2% | +27.58% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.2% | +31.60% | 増加 |
| 3 | VTV | Vanguard Value ETF | +0.5% | +22.98% | 増加 |
| 4 | ✓ | +0.4% | +106.63% | 増加 | |
| 5 | AVA | Avista CORP | +0.3% | +115.56% | 増加 |
| 6 | CNP | Centerpoint Energy INC | +0.1% | +22.08% | 増加 |
| 7 | ABBV | Abbvie INC | +0.1% | +18.55% | 増加 |
| 8 | CAG | Conagra Brands INC | +0.1% | +50.00% | 増加 |
| 9 | PDM | Piedmont Realty Trust, Inc. | +0.1% | +20.37% | 増加 |
| 10 | PFE | Pfizer INC | +0.1% | +34.55% | 増加 |
| 11 | WRUSD | Westar Energy INC | +0.1% | +12.88% | 増加 |
| 12 | ✓ | +0.1% | +4.29% | 増加 | |
| 13 | SO | Southern Co/the | 0% | +17.24% | 増加 |
| 14 | KMB | Kimberly-clark CORP | 0% | +19.23% | 増加 |
| 15 | D | Dominion Energy INC | 0% | +20.09% | 増加 |
| 16 | DTE | Dte Energy Company | 0% | +14.04% | 増加 |
| 17 | CVX | Chevron CORP | 0% | +6.90% | 増加 |
| 18 | INTC | Intel CORP | 0% | — | 変化なし |
| 19 | NJR | New Jersey Resources CORP | — | +2.17% | 増加 |
| 20 | BGS | B&g Foods INC | — | +7.92% | 増加 |
| 21 | MCHP | Microchip Technology INC | — | +14.23% | 増加 |
| 22 | ATO | Atmos Energy CORP | 0% | — | 変化なし |
| 23 | LEG | Leggett & Platt INC | 0% | +6.57% | 増加 |
| 24 | MO | Altria Group INC | 0% | — | 変化なし |
| 25 | ✓ | Agl Res INC | 0% | — | 変化なし |
| 26 | AEP | American Electric Power | -0.1% | — | 変化なし |
| 27 | JNJ | Johnson & Johnson | -0.1% | +2.51% | 増加 |
| 28 | DUK | Duke Energy CORP | -0.1% | +3.29% | 増加 |
| 29 | ED | Consolidated Edison INC | -0.1% | — | 変化なし |
| 30 | POR | Portland General Electric Co | -0.1% | — | 変化なし |
| 31 | LNT | Alliant Energy CORP | -0.1% | — | 変化なし |
| 32 | WM | Waste Management INC | -0.1% | — | 変化なし |
| 33 | BMY | Bristol-myers Squibb Co | -0.1% | -12.86% | 減少 |
| 34 | PPL | Ppl CORP | -0.2% | -24.72% | 減少 |
| 35 | PCG | P G & E CORP | -0.3% | -33.83% | 減少 |
| 36 | EXC | Exelon CORP | -0.3% | -36.19% | 減少 |
| 37 | ETR | Entergy CORP | -0.4% | -50.00% | 減少 |
| 38 | ✓ | Integrys Energy Group INC | -0.6% | -82.03% | 減少 |
| 39 | VWO | Vanguard Ftse Emerging Marke | -1.5% | — | 変化なし |
| 40 | ✓ | Laclede Group INC Com | — | NEW | 新規購入 |
| 41 | KMI | Kinder Morgan INC | — | NEW | 新規購入 |
| 42 | ✓ | — | EXIT | 全売却 | |
| 43 | MMM | 3m Co | — | NEW | 新規購入 |
| 44 | SJIEUR | South Jersey Industries | — | NEW | 新規購入 |
| 45 | TGT | Target CORP | — | NEW | 新規購入 |
| 46 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 47 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 48 | ETN | Eaton Corporation plc | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | GIS | General Mills INC | — | NEW | 新規購入 |