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 | 20.37% | -2.00% | +15.90% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 13.64% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.80% | — | +26.95% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.29% | — | +22.37% | |
| 5 | RBS 7.76304 PERP C | Natl Westminster Bk PLC | 株式-その他 | 1.16% | — | — | |
| 6 | WM | Waste Management INC | 株式-資本財 | 1.02% | +0.07% | — | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.98% | — | — | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | -0.01% | — | |
| 9 | CLX | Clorox Company | 株式-生活必需品 | 0.91% | — | -9.09% | |
| 10 | DUK | Duke Energy CORP | 株式-公益事業 | 0.89% | — | — | |
| 11 | PAYX | Paychex INC | 株式-IT | 0.88% | -0.47% | — | |
| 12 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.86% | — | — | |
| 13 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.86% | — | — | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | — | |
| 15 | WRUSD | Westar Energy INC | 株式-その他 | 0.85% | — | — | |
| 16 | ✓ | 株式-その他 | 0.85% | — | — | ||
| 17 | SO | Southern Co/the | 株式-公益事業 | 0.85% | — | — | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | +0.27% | — | |
| 19 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.84% | — | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | -0.39% | — | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.83% | +0.13% | -11.11% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.54% | — | |
| 24 | PDM | Piedmont Realty Trust, Inc. | 株式-その他 | 0.83% | — | — | |
| 25 | SYY | Sysco CORP | 株式-生活必需品 | 0.81% | — | — | |
| 26 | ✓ | Laclede Group INC Com | 株式-その他 | 0.81% | — | — | |
| 27 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.81% | — | -10.62% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.80% | — | — | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.80% | — | +5.38% | |
| 30 | XEL | Xcel Energy INC | 株式-公益事業 | 0.79% | +0.23% | -8.68% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.79% | — | — | |
| 32 | POR | Portland General Electric Co | 株式-公益事業 | 0.78% | — | — | |
| 33 | ED | Consolidated Edison INC | 株式-公益事業 | 0.76% | — | -6.60% | |
| 34 | APD | Air Products & Chemicals INC | 株式-素材 | 0.76% | +0.21% | — | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.76% | — | +33.33% | |
| 36 | ✓ | Agl Res INC | 株式-その他 | 0.75% | — | -21.53% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.75% | — | — | |
| 38 | ✓ | 株式-その他 | 0.75% | — | — | ||
| 39 | CMS | Cms Energy CORP | 株式-公益事業 | 0.74% | +0.08% | -16.97% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | -0.01% | — | |
| 41 | AEP | American Electric Power | 株式-公益事業 | 0.72% | — | -12.11% | |
| 42 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.72% | — | — | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.71% | — | +0.74% | |
| 44 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.71% | +0.11% | -17.24% | |
| 45 | DTE | Dte Energy Company | 株式-公益事業 | 0.71% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | — | |
| 47 | PNW | Pinnacle West Capital | 株式-公益事業 | 0.70% | — | — | |
| 48 | FE | Firstenergy CORP | 株式-公益事業 | 0.64% | — | — | |
| 49 | WMB | Williams Cos INC | 株式-エネルギー | 0.63% | — | — | |
| 50 | DOW | Dow Chem Co | 株式-素材 | 0.63% | — | — |
| # | 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 | +2.1% | +15.90% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.2% | +26.95% | 増加 |
| 3 | VTV | Vanguard Value ETF | +1.1% | +22.37% | 増加 |
| 4 | KMI | Kinder Morgan INC | +0.2% | +33.33% | 増加 |
| 5 | MMM | 3m Co | +0.2% | +59.26% | 増加 |
| 6 | PEP | Pepsico INC | +0.2% | +90.91% | 増加 |
| 7 | ETN | Eaton Corporation plc | +0.1% | +142.86% | 増加 |
| 8 | GIS | General Mills INC | +0.1% | +137.93% | 増加 |
| 9 | MO | Altria Group INC | 0% | — | 変化なし |
| 10 | DUK | Du Pont E I De Nemour&Co | 0% | — | 変化なし |
| 11 | WM | Waste Management INC | 0% | — | 変化なし |
| 12 | MCHP | Microchip Technology INC | 0% | +12.64% | 増加 |
| 13 | PG | Procter & Gamble Co/the | 0% | — | 変化なし |
| 14 | PAYX | Paychex INC | 0% | — | 変化なし |
| 15 | PPL | Ppl CORP | -0.1% | — | 変化なし |
| 16 | ✓ | -0.1% | — | 変化なし | |
| 17 | PNW | Pinnacle West Capital | -0.1% | — | 変化なし |
| 18 | AVA | Avista CORP | -0.1% | — | 変化なし |
| 19 | ✓ | Scana CORP New | -0.1% | — | 変化なし |
| 20 | ✓ | -0.1% | — | 変化なし | |
| 21 | ✓ | Laclede Group INC Com | -0.1% | — | 変化なし |
| 22 | PEG | Public Service Enterprise Gp | -0.1% | — | 変化なし |
| 23 | NEE | Nextera Energy INC | -0.1% | — | 変化なし |
| 24 | MCD | Mcdonald's CORP | -0.1% | — | 変化なし |
| 25 | CLX | Clorox Company | -0.1% | -9.09% | 減少 |
| 26 | BMY | Bristol-myers Squibb Co | -0.1% | -29.53% | 減少 |
| 27 | POR | Portland General Electric Co | -0.1% | — | 変化なし |
| 28 | KHC | The Kraft Heinz Company | -0.1% | — | 変化なし |
| 29 | ED | Consolidated Edison INC | -0.1% | -6.60% | 減少 |
| 30 | CVX | Chevron CORP | -0.1% | — | 変化なし |
| 31 | ATO | Atmos Energy CORP | -0.1% | — | 変化なし |
| 32 | PDM | Piedmont Realty Trust, Inc. | -0.1% | — | 変化なし |
| 33 | COP | Conocophillips | -0.1% | — | 変化なし |
| 34 | BGS | B&g Foods INC | -0.1% | — | 変化なし |
| 35 | KDP | Keurig Dr Pepper Inc. | -0.1% | -27.27% | 減少 |
| 36 | WRUSD | Westar Energy INC | -0.1% | — | 変化なし |
| 37 | XEL | Xcel Energy INC | -0.2% | -8.68% | 減少 |
| 38 | ✓ | -0.2% | -30.45% | 減少 | |
| 39 | AEP | American Electric Power | -0.2% | -12.11% | 減少 |
| 40 | CMS | Cms Energy CORP | -0.2% | -16.97% | 減少 |
| 41 | NJR | New Jersey Resources CORP | -0.3% | -10.62% | 減少 |
| 42 | LNT | Alliant Energy CORP | -0.3% | -17.24% | 減少 |
| 43 | ✓ | Agl Res INC | -0.3% | -21.53% | 減少 |
| 44 | ETR | Entergy CORP | -0.4% | -74.01% | 減少 |
| 45 | VWO | Vanguard Ftse Emerging Marke | -1% | — | 変化なし |
| 46 | WMB | Williams Cos INC | — | NEW | 新規購入 |
| 47 | EXC | Exelon CORP | — | EXIT | 全売却 |
| 48 | ✓ | — | NEW | 新規購入 | |
| 49 | ✓ | Integrys Energy Group INC | — | EXIT | 全売却 |
| 50 | NI | Nisource INC | — | EXIT | 全売却 |