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 | 20.54% | -2.00% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.58% | — | +5.89% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.22% | — | — | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.03% | — | +1.12% | |
| 5 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.99% | — | — | |
| 6 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | — | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | +0.17% | — | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.12% | -0.39% | +0.30% | |
| 9 | XEL | Xcel Energy INC | 株式-公益事業 | 1.11% | +0.23% | +11.60% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.11% | -0.01% | +5.07% | |
| 11 | PAYX | Paychex INC | 株式-IT | 1.11% | -0.47% | — | |
| 12 | MCHP | Microchip Technology INC | 株式-IT | 1.11% | -0.02% | — | |
| 13 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.10% | — | — | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.54% | — | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | +0.27% | — | |
| 16 | DUK | Duke Energy CORP | 株式-公益事業 | 1.06% | — | — | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.06% | -0.98% | — | |
| 18 | MMM | 3m Co | 株式-資本財 | 1.05% | — | — | |
| 19 | APD | Air Products & Chemicals INC | 株式-素材 | 1.04% | +0.21% | -9.80% | |
| 20 | AEP | American Electric Power | 株式-公益事業 | 1.04% | — | — | |
| 21 | TGT | Target CORP | 株式-一般消費財 | 1.03% | — | -6.25% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.02% | — | — | |
| 23 | D | Dominion Energy INC | 株式-公益事業 | 1.01% | — | — | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 0.99% | +0.11% | — | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.97% | — | — | |
| 26 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.97% | -0.04% | -14.73% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | — | — | |
| 28 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.95% | — | — | |
| 29 | INTC | Intel CORP | 株式-IT | 0.95% | — | — | |
| 30 | BBTUSD | Bb&t CORP | 株式-その他 | 0.93% | — | — | |
| 31 | T | At&t INC | 株式-通信サービス | 0.92% | — | — | |
| 32 | DTE | Dte Energy Company | 株式-公益事業 | 0.92% | — | — | |
| 33 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.90% | +0.11% | -14.62% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | -0.01% | — | |
| 35 | AEE | Ameren Corporation | 株式-公益事業 | 0.87% | — | -5.94% | |
| 36 | PRU | Prudential Financial INC | 株式-金融 | 0.87% | — | +6.21% | |
| 37 | ES | Eversource Energy | 株式-公益事業 | 0.84% | — | -17.19% | |
| 38 | PNW | Pinnacle West Capital | 株式-公益事業 | 0.83% | — | — | |
| 39 | EVRG | Evergy INC | 株式-公益事業 | 0.80% | — | — | |
| 40 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 41 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.75% | — | — | |
| 42 | POR | Portland General Electric Co | 株式-公益事業 | 0.74% | — | — | |
| 43 | PPL | Ppl CORP | 株式-公益事業 | 0.73% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | +0.60% | — | |
| 45 | WM | Waste Management INC | 株式-資本財 | 0.71% | +0.07% | — | |
| 46 | KEL | Kellanova | 株式-その他 | 0.71% | — | -8.20% | |
| 47 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.69% | — | — | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.68% | — | — | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +8.47% | |
| 50 | GIS | General Mills INC | 株式-生活必需品 | 0.67% | — | — |
| # | 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 | +0.4% | — | 変化なし |
| 2 | CVS | Cvs Health CORP | +0.3% | +79.78% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | +177.78% | 増加 |
| 4 | SRE | Sempra | +0.2% | +162.24% | 増加 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +5.89% | 増加 |
| 6 | FITB | Fifth Third Bancorp | +0.1% | +46.95% | 増加 |
| 7 | XEL | Xcel Energy INC | +0.1% | +11.60% | 増加 |
| 8 | MRK | Merck & Co. INC. | +0.1% | — | 変化なし |
| 9 | PAYX | Paychex INC | +0.1% | — | 変化なし |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +12.50% | 増加 |
| 11 | USB | US Bancorp | +0.1% | +23.51% | 増加 |
| 12 | OKE | Oneok INC | +0.1% | — | 変化なし |
| 13 | SYY | Sysco CORP | +0.1% | — | 変化なし |
| 14 | AMGN | Amgen INC | +0.1% | — | 変化なし |
| 15 | SJIEUR | South Jersey Industries | +0.1% | — | 変化なし |
| 16 | LEG | Leggett & Platt INC | +0.1% | +12.92% | 増加 |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +26.59% | 増加 |
| 18 | PFF | Ishares Preferred & Income S | +0.1% | +146.01% | 増加 |
| 19 | CSCO | Cisco Systems INC | 0% | +5.07% | 増加 |
| 20 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 21 | VZ | Verizon Communications INC | 0% | — | 変化なし |
| 22 | NI | Nisource INC | 0% | — | 変化なし |
| 23 | GM | General Motors Co | 0% | — | 変化なし |
| 24 | HBAN | Huntington Bancshares INC | 0% | +12.16% | 増加 |
| 25 | POR | Portland General Electric Co | 0% | — | 変化なし |
| 26 | HAS | Hasbro INC | 0% | — | 変化なし |
| 27 | EXC | Exelon CORP | 0% | — | 変化なし |
| 28 | DD | DuPont de Nemours, Inc. | 0% | — | 変化なし |
| 29 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.12% | 増加 |
| 30 | PRU | Prudential Financial INC | -0.1% | +6.21% | 増加 |
| 31 | INTC | Intel CORP | -0.1% | — | 変化なし |
| 32 | KMB | Kimberly-clark CORP | -0.1% | — | 変化なし |
| 33 | CMI | Cummins INC | -0.1% | — | 変化なし |
| 34 | JNJ | Johnson & Johnson | -0.1% | — | 変化なし |
| 35 | PEG | Public Service Enterprise Gp | -0.1% | -14.73% | 減少 |
| 36 | T | At&t INC | -0.1% | — | 変化なし |
| 37 | PM | Philip Morris International | -0.1% | +8.47% | 増加 |
| 38 | LNT | Alliant Energy CORP | -0.1% | -14.62% | 減少 |
| 39 | NJR | New Jersey Resources CORP | -0.1% | -71.43% | 減少 |
| 40 | MMM | 3m Co | -0.1% | — | 変化なし |
| 41 | APD | Air Products & Chemicals INC | -0.2% | -9.80% | 減少 |
| 42 | ES | Eversource Energy | -0.2% | -17.19% | 減少 |
| 43 | SR | Spire INC | -0.3% | -25.14% | 減少 |
| 44 | F | Ford Motor Co | -0.3% | -73.68% | 減少 |
| 45 | ✓ | -0.3% | -65.79% | 減少 | |
| 46 | EVRG | Evergy INC | — | NEW | 新規購入 |
| 47 | GSBC | Great Southern Bancorp, Inc. | — | EXIT | 全売却 |
| 48 | BGS | B&g Foods INC | — | EXIT | 全売却 |
| 49 | MPC | Marathon Petroleum CORP | — | NEW | 新規購入 |
| 50 | WRUSD | Westar Energy INC | — | EXIT | 全売却 |