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 | 19.02% | -2.00% | +2.71% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.53% | — | +9.25% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.56% | — | — | |
| 4 | ES | Eversource Energy | 株式-公益事業 | 1.12% | — | — | |
| 5 | ✓ | 株式-その他 | 1.09% | — | — | ||
| 6 | RBS 7.76304 PERP C | Natl Westminster Bk PLC | 株式-その他 | 1.08% | — | — | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.54% | -6.37% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.06% | — | -13.53% | |
| 9 | AVA | Avista CORP | 株式-公益事業 | 1.05% | — | — | |
| 10 | MMM | 3m Co | 株式-資本財 | 1.05% | — | — | |
| 11 | XEL | Xcel Energy INC | 株式-公益事業 | 1.04% | +0.23% | -6.31% | |
| 12 | DTE | Dte Energy Company | 株式-公益事業 | 1.04% | — | — | |
| 13 | DUK | Duke Energy CORP | 株式-公益事業 | 1.03% | — | — | |
| 14 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.03% | — | -18.02% | |
| 15 | KEL | Kellanova | 株式-その他 | 1.02% | — | +14.49% | |
| 16 | CLX | Clorox Company | 株式-生活必需品 | 1.02% | — | -4.26% | |
| 17 | AEP | American Electric Power | 株式-公益事業 | 1.01% | — | +11.42% | |
| 18 | SYY | Sysco CORP | 株式-生活必需品 | 1.00% | — | -9.88% | |
| 19 | TGT | Target CORP | 株式-一般消費財 | 1.00% | — | +6.93% | |
| 20 | PAYX | Paychex INC | 株式-IT | 0.99% | -0.47% | — | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | +0.17% | — | |
| 22 | D | Dominion Energy INC | 株式-公益事業 | 0.94% | — | -6.03% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | +0.13% | — | |
| 24 | WM | Waste Management INC | 株式-資本財 | 0.93% | +0.07% | — | |
| 25 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.91% | — | -15.53% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | -0.01% | +5.01% | |
| 27 | MO | Altria Group INC | 株式-生活必需品 | 0.89% | — | — | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | +0.11% | — | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | — | |
| 30 | T | At&t INC | 株式-通信サービス | 0.86% | — | +12.80% | |
| 31 | PPL | Ppl CORP | 株式-公益事業 | 0.86% | — | +16.51% | |
| 32 | SJIEUR | South Jersey Industries | 株式-その他 | 0.85% | — | -1.45% | |
| 33 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.85% | +0.11% | -12.87% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | +25.42% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.82% | — | -2.78% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | — | -12.30% | |
| 37 | FE | Firstenergy CORP | 株式-公益事業 | 0.81% | — | +44.11% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | -0.39% | — | |
| 39 | GIS | General Mills INC | 株式-生活必需品 | 0.81% | — | +6.78% | |
| 40 | POR | Portland General Electric Co | 株式-公益事業 | 0.80% | — | +13.81% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.76% | — | — | |
| 42 | BGS | B&g Foods INC | 株式-その他 | 0.75% | — | -3.20% | |
| 43 | ✓ | Laclede Group INC Com | 株式-その他 | 0.74% | — | -5.41% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | -0.01% | +81.93% | |
| 45 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.71% | — | — | |
| 46 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.71% | -0.04% | +25.80% | |
| 47 | WRUSD | Westar Energy INC | 株式-その他 | 0.69% | — | -9.86% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | +0.60% | — | |
| 49 | PNW | Pinnacle West Capital | 株式-公益事業 | 0.67% | — | — | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.66% | — | -9.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.8% | +9.25% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +2.71% | 増加 |
| 3 | AEE | Ameren Corporation | +0.4% | +179.02% | 増加 |
| 4 | WEC | Wec Energy Group INC | +0.4% | +300.00% | 増加 |
| 5 | CSCO | Cisco Systems INC | +0.3% | +81.93% | 増加 |
| 6 | FE | Firstenergy CORP | +0.2% | +44.11% | 増加 |
| 7 | KEL | Kellanova | +0.2% | +14.49% | 増加 |
| 8 | PFE | Pfizer INC | +0.2% | +25.42% | 増加 |
| 9 | PPL | Ppl CORP | +0.1% | +16.51% | 増加 |
| 10 | T | At&t INC | +0.1% | +12.80% | 増加 |
| 11 | AMGN | Amgen INC | +0.1% | — | 変化なし |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +5.01% | 増加 |
| 13 | AEP | American Electric Power | +0.1% | +11.42% | 増加 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | 変化なし |
| 15 | PEG | Public Service Enterprise Gp | +0.1% | +25.80% | 増加 |
| 16 | KDP | Keurig Dr Pepper Inc. | +0.1% | — | 変化なし |
| 17 | PAYX | Paychex INC | +0.1% | — | 変化なし |
| 18 | MRK | Merck & Co. INC. | +0.1% | +8.33% | 増加 |
| 19 | POR | Portland General Electric Co | 0% | +13.81% | 増加 |
| 20 | INTC | Intel CORP | 0% | — | 変化なし |
| 21 | GIS | General Mills INC | 0% | +6.78% | 増加 |
| 22 | ABBV | Abbvie INC | 0% | — | 変化なし |
| 23 | AVA | Avista CORP | 0% | — | 変化なし |
| 24 | WM | Waste Management INC | 0% | — | 変化なし |
| 25 | MMM | 3m Co | 0% | — | 変化なし |
| 26 | PM | Philip Morris International | 0% | -2.78% | 減少 |
| 27 | AEP | American Electric Power Company, Inc. | — | -13.53% | 減少 |
| 28 | ATO | Atmos Energy CORP | -0.1% | -58.33% | 減少 |
| 29 | CNP | Centerpoint Energy INC | -0.1% | -11.50% | 減少 |
| 30 | ETN | Eaton Corporation plc | -0.1% | -9.70% | 減少 |
| 31 | ✓ | -0.1% | -11.65% | 減少 | |
| 32 | LNT | Alliant Energy CORP | -0.1% | -12.87% | 減少 |
| 33 | AVY | Avery Dennison CORP | -0.1% | -15.53% | 減少 |
| 34 | SJIEUR | South Jersey Industries | -0.1% | -1.45% | 減少 |
| 35 | DUK | Du Pont E I De Nemour&Co | -0.2% | -55.06% | 減少 |
| 36 | D | Dominion Energy INC | -0.2% | -6.03% | 減少 |
| 37 | ✓ | -0.2% | -28.94% | 減少 | |
| 38 | KMI | Kinder Morgan INC | -0.2% | +24.73% | 増加 |
| 39 | CVX | Chevron CORP | -0.2% | -47.22% | 減少 |
| 40 | EMR | Emerson Electric Co | -0.3% | -43.01% | 減少 |
| 41 | DOW | Dow Chem Co | -0.4% | -50.88% | 減少 |
| 42 | WMB | Williams Cos INC | -0.5% | -56.60% | 減少 |
| 43 | PDM | Piedmont Realty Trust, Inc. | — | EXIT | 全売却 |
| 44 | WMT | Walmart INC | — | NEW | 新規購入 |
| 45 | MCD | Mcdonald's CORP | — | EXIT | 全売却 |
| 46 | UNP | Union Pacific CORP | — | NEW | 新規購入 |
| 47 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 48 | CSX | Csx CORP | — | NEW | 新規購入 |
| 49 | ✓ | Agl Res INC | — | EXIT | 全売却 |
| 50 | CAG | Conagra Brands INC | — | EXIT | 全売却 |