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 | 18.52% | -2.00% | +2.48% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.97% | — | +2.08% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.50% | — | +16.08% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.54% | +53.92% | |
| 5 | WMB | Williams Cos INC | 株式-エネルギー | 1.11% | — | +32.50% | |
| 6 | TGT | Target CORP | 株式-一般消費財 | 1.10% | — | +66.29% | |
| 7 | RBS 7.76304 PERP C | Natl Westminster Bk PLC | 株式-その他 | 1.10% | — | — | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.07% | — | +9.91% | |
| 9 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.07% | — | +41.58% | |
| 10 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.05% | — | +35.53% | |
| 11 | DUK | Duke Energy CORP | 株式-公益事業 | 1.04% | — | +61.75% | |
| 12 | MMM | 3m Co | 株式-資本財 | 1.04% | — | +45.10% | |
| 13 | D | Dominion Energy INC | 株式-公益事業 | 1.01% | — | +29.13% | |
| 14 | DOW | Dow Chem Co | 株式-素材 | 1.01% | — | +47.95% | |
| 15 | ✓ | Agl Res INC | 株式-その他 | 1.00% | — | +43.77% | |
| 16 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.99% | — | — | |
| 17 | DTE | Dte Energy Company | 株式-公益事業 | 0.99% | — | +78.55% | |
| 18 | XEL | Xcel Energy INC | 株式-公益事業 | 0.95% | +0.23% | +24.48% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 0.94% | — | +35.77% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | -0.39% | — | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | +0.17% | +103.70% | |
| 22 | SJIEUR | South Jersey Industries | 株式-その他 | 0.93% | — | +181.74% | |
| 23 | PAYX | Paychex INC | 株式-IT | 0.89% | -0.47% | — | |
| 24 | CLX | Clorox Company | 株式-生活必需品 | 0.89% | — | -6.00% | |
| 25 | ✓ | 株式-その他 | 0.88% | — | +78.15% | ||
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | +40.23% | |
| 27 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.87% | +0.11% | +55.07% | |
| 28 | AVA | Avista CORP | 株式-公益事業 | 0.85% | — | +30.83% | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 0.85% | — | +7.76% | |
| 30 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.84% | — | -5.01% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | -0.01% | — | |
| 32 | WM | Waste Management INC | 株式-資本財 | 0.82% | +0.07% | — | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.81% | +0.13% | — | |
| 34 | T | At&t INC | 株式-通信サービス | 0.81% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | — | |
| 36 | SYY | Sysco CORP | 株式-生活必需品 | 0.79% | — | +7.09% | |
| 37 | ES | Eversource Energy | 株式-公益事業 | 0.79% | — | +11.70% | |
| 38 | KEL | Kellanova | 株式-その他 | 0.79% | — | — | |
| 39 | PDM | Piedmont Realty Trust, Inc. | 株式-その他 | 0.79% | — | -0.41% | |
| 40 | ✓ | Laclede Group INC Com | 株式-その他 | 0.77% | — | -1.57% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.76% | — | — | |
| 42 | CMS | Cms Energy CORP | 株式-公益事業 | 0.76% | +0.08% | +29.85% | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.75% | — | +106.38% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.75% | — | +15.70% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.74% | +0.11% | +562.50% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +9.26% | |
| 47 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.71% | — | +5.12% | |
| 48 | ED | Consolidated Edison INC | 株式-公益事業 | 0.70% | — | +8.16% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.69% | — | — | |
| 50 | ✓ | 株式-その他 | 0.68% | — | -18.17% |
| # | 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 | +2.1% | +16.08% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1% | +2.48% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.7% | +2.08% | 増加 |
| 4 | AMGN | Amgen INC | +0.6% | +562.50% | 増加 |
| 5 | PEP | Pepsico INC | +0.5% | +103.70% | 増加 |
| 6 | TGT | Target CORP | +0.5% | +66.29% | 増加 |
| 7 | DTE | Dte Energy Company | +0.4% | +78.55% | 増加 |
| 8 | AVY | Avery Dennison CORP | +0.4% | +35.53% | 増加 |
| 9 | WMB | Williams Cos INC | +0.4% | +32.50% | 増加 |
| 10 | DOW | Dow Chem Co | +0.4% | +47.95% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.4% | +53.92% | 増加 |
| 12 | AEP | American Electric Power | +0.4% | +106.38% | 増加 |
| 13 | DUK | Duke Energy CORP | +0.4% | +61.75% | 増加 |
| 14 | ✓ | +0.3% | +78.15% | 増加 | |
| 15 | KMB | Kimberly-clark CORP | +0.3% | +41.58% | 増加 |
| 16 | MMM | 3m Co | +0.3% | +45.10% | 増加 |
| 17 | ✓ | Agl Res INC | +0.3% | +43.77% | 増加 |
| 18 | LNT | Alliant Energy CORP | +0.3% | +55.07% | 増加 |
| 19 | EMR | Emerson Electric Co | +0.3% | +35.77% | 増加 |
| 20 | KO | Coca-cola Co/the | +0.3% | +40.23% | 増加 |
| 21 | SJIEUR | South Jersey Industries | +0.2% | +181.74% | 増加 |
| 22 | D | Dominion Energy INC | +0.2% | +29.13% | 増加 |
| 23 | PEG | Public Service Enterprise Gp | +0.2% | +54.34% | 増加 |
| 24 | AEP | American Electric Power Company, Inc. | +0.2% | +9.91% | 増加 |
| 25 | PM | Philip Morris International | +0.2% | +24.66% | 増加 |
| 26 | AVA | Avista CORP | +0.2% | +30.83% | 増加 |
| 27 | XEL | Xcel Energy INC | +0.2% | +24.48% | 増加 |
| 28 | ABBV | Abbvie INC | +0.2% | — | 変化なし |
| 29 | INTC | Intel CORP | +0.1% | +47.53% | 増加 |
| 30 | CMS | Cms Energy CORP | +0.1% | +29.85% | 増加 |
| 31 | PNW | Pinnacle West Capital | +0.1% | +36.67% | 増加 |
| 32 | GIS | General Mills INC | +0.1% | +15.70% | 増加 |
| 33 | KMI | Kinder Morgan INC | +0.1% | +30.77% | 増加 |
| 34 | T | At&t INC | +0.1% | — | 変化なし |
| 35 | DUK | Du Pont E I De Nemour&Co | 0% | — | 変化なし |
| 36 | ✓ | 0% | — | 変化なし | |
| 37 | LMT | Lockheed Martin CORP | -0.1% | — | 変化なし |
| 38 | NEE | Nextera Energy INC | -0.1% | -6.67% | 減少 |
| 39 | PPL | Ppl CORP | -0.1% | — | 変化なし |
| 40 | CLX | Clorox Company | -0.1% | -6.00% | 減少 |
| 41 | APD | Air Products & Chemicals INC | -0.1% | -7.31% | 減少 |
| 42 | WM | Waste Management INC | -0.1% | — | 変化なし |
| 43 | ATO | Atmos Energy CORP | -0.1% | -21.92% | 減少 |
| 44 | WRUSD | Westar Energy INC | -0.1% | -8.97% | 減少 |
| 45 | NJR | New Jersey Resources CORP | -0.1% | -18.04% | 減少 |
| 46 | ✓ | -0.2% | -18.17% | 減少 | |
| 47 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | 全売却 |
| 48 | KEL | Kellanova | — | NEW | 新規購入 |
| 49 | COP | Conocophillips | — | EXIT | 全売却 |
| 50 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |