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 | 20.35% | -2.00% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.62% | — | -23.17% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.05% | — | +24.29% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-その他 | 3.94% | — | +24.27% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.91% | — | +24.83% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.11% | — | — | |
| 7 | MMM | 3m Co | 株式-資本財 | 1.17% | — | — | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.12% | — | +15.64% | |
| 9 | DUK | Duke Energy CORP | 株式-公益事業 | 1.11% | — | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | +0.54% | — | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | -0.01% | +14.31% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.09% | -0.39% | — | |
| 13 | ES | Eversource Energy | 株式-公益事業 | 1.09% | — | +14.26% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | +4.44% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | +0.17% | — | |
| 16 | DOW | Dow Chem Co | 株式-素材 | 1.05% | — | +5.31% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | +0.27% | — | |
| 18 | APD | Air Products & Chemicals INC | 株式-素材 | 1.04% | +0.21% | — | |
| 19 | T | At&t INC | 株式-通信サービス | 1.03% | — | — | |
| 20 | POR | Portland General Electric Co | 株式-公益事業 | 1.03% | — | — | |
| 21 | RBS 7.76304 PERP C | Natl Westminster Bk PLC | 株式-その他 | 1.03% | — | — | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 1.02% | — | +4.79% | |
| 23 | AEP | American Electric Power | 株式-公益事業 | 1.01% | — | +27.55% | |
| 24 | AVA | Avista CORP | 株式-公益事業 | 0.99% | — | — | |
| 25 | D | Dominion Energy INC | 株式-公益事業 | 0.98% | — | — | |
| 26 | BGS | B&g Foods INC | 株式-その他 | 0.98% | — | — | |
| 27 | GIS | General Mills INC | 株式-生活必需品 | 0.96% | — | — | |
| 28 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.96% | — | — | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | +0.11% | — | |
| 30 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.94% | +0.11% | +5.85% | |
| 31 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.94% | -0.04% | +15.73% | |
| 32 | PPL | Ppl CORP | 株式-公益事業 | 0.94% | — | +12.75% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.93% | — | — | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.92% | — | +19.63% | |
| 35 | XEL | Xcel Energy INC | 株式-公益事業 | 0.90% | +0.23% | — | |
| 36 | PAYX | Paychex INC | 株式-IT | 0.88% | -0.47% | — | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.85% | — | — | |
| 38 | CSX | Csx CORP | 株式-資本財 | 0.83% | — | — | |
| 39 | ✓ | 株式-その他 | 0.83% | — | +36.83% | ||
| 40 | MCHP | Microchip Technology INC | 株式-IT | 0.82% | -0.02% | — | |
| 41 | SYY | Sysco CORP | 株式-生活必需品 | 0.82% | — | — | |
| 42 | KEL | Kellanova | 株式-その他 | 0.80% | — | — | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.79% | — | — | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.79% | — | +45.83% | |
| 45 | BBTUSD | Bb&t CORP | 株式-その他 | 0.78% | — | +8.92% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.78% | — | +24.59% | |
| 47 | DTE | Dte Energy Company | 株式-公益事業 | 0.78% | — | — | |
| 48 | PNW | Pinnacle West Capital | 株式-公益事業 | 0.77% | — | +42.96% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | +0.60% | — | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.75% | — | — |