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 | 26.05% | -2.00% | -21.79% | |
| 2 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.05% | -0.39% | — | |
| 3 | NEE | Nextera Energy INC | 株式-公益事業 | 2.01% | -0.98% | -7.69% | |
| 4 | APD | Air Products & Chemicals INC | 株式-素材 | 1.60% | +0.21% | — | |
| 5 | XEL | Xcel Energy INC | 株式-公益事業 | 1.56% | +0.23% | -15.74% | |
| 6 | PAYX | Paychex INC | 株式-IT | 1.47% | -0.47% | -25.09% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | +0.17% | -11.11% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.54% | — | |
| 9 | PSX | Phillips 66 | 株式-エネルギー | 1.42% | -0.81% | — | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.39% | -0.45% | -13.33% | |
| 12 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.35% | -0.04% | — | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.32% | — | -19.83% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | — | — | |
| 15 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.29% | — | -7.80% | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.28% | -0.05% | — | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | +0.11% | — | |
| 18 | WMB | Williams Cos INC | 株式-エネルギー | 1.23% | — | — | |
| 19 | TGT | Target CORP | 株式-一般消費財 | 1.22% | — | — | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 1.21% | — | — | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.20% | — | — | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | +0.27% | -18.26% | |
| 23 | MCHP | Microchip Technology INC | 株式-IT | 1.18% | -0.02% | — | |
| 24 | CMS | Cms Energy CORP | 株式-公益事業 | 1.17% | +0.08% | -4.76% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 1.15% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | -0.01% | -12.22% | |
| 27 | TFC | Truist Financial CORP | 株式-金融 | 1.11% | — | — | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.10% | -0.01% | — | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | — | — | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.02% | +0.13% | -20.33% | |
| 31 | OMC | Omnicom Group | 株式-通信サービス | 1.01% | — | — | |
| 32 | KEY | Keycorp | 株式-金融 | 1.00% | — | — | |
| 33 | ATO | Atmos Energy CORP | 株式-公益事業 | 1.00% | — | — | |
| 34 | PRU | Prudential Financial INC | 株式-金融 | 1.00% | — | — | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.99% | +0.07% | -40.71% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | — | — | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | +0.60% | -11.90% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.97% | — | — | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.94% | — | +2.80% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.91% | — | — | |
| 41 | FITB | Fifth Third Bancorp | 株式-金融 | 0.89% | — | — | |
| 42 | ETR | Entergy CORP | 株式-公益事業 | 0.89% | — | -7.63% | |
| 43 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.86% | — | — | |
| 44 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.84% | — | — | |
| 45 | NTRS | Northern Trust CORP | 株式-金融 | 0.81% | — | — | |
| 46 | EXC | Exelon CORP | 株式-公益事業 | 0.80% | +0.15% | — | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | — | — | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.78% | — | -44.38% | |
| 49 | CFG | Citizens Financial Group | 株式-金融 | 0.78% | — | — | |
| 50 | RF | Regions Financial CORP | 株式-金融 | 0.78% | — | — |