CIK: 0001536430
申告総資産額
$11.4億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.93% | -0.05% | +4.10% | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 7.81% | — | +72.15% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.57% | +0.24% | +32.68% | |
| 4 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 6.17% | — | -1.59% | |
| 5 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 5.97% | — | +3.66% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.53% | -0.08% | — | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.48% | +0.36% | +10.99% | |
| 8 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 4.20% | +0.24% | +1.84% | |
| 9 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 3.55% | — | -1.26% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.31% | — | +0.39% | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.15% | — | +0.14% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.02% | -1.58% | +1.74% | |
| 13 | DWM | Wisdomtree International Equ | ETF-その他 | 2.87% | — | +3.68% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.13% | -0.14% | -2.80% | |
| 15 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.00% | — | +10.21% | |
| 16 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.93% | — | +9.57% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.69% | -0.07% | +9.66% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.52% | — | +0.90% | |
| 19 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.13% | — | +8.52% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | +0.11% | +0.68% | |
| 21 | ✓ | Powershares ETF Trust | ETF-その他 | 0.96% | — | +0.74% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.17% | -0.82% | |
| 23 | GIS | General Mills INC | 株式-生活必需品 | 0.76% | — | -2.72% | |
| 24 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.71% | — | +4.81% | |
| 25 | PAYX | Paychex INC | 株式-IT | 0.70% | — | -1.60% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.69% | — | -1.17% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.67% | — | +1.95% | |
| 28 | WELL | Welltower INC | 株式-不動産 | 0.66% | — | +1.33% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.65% | — | +1.46% | |
| 30 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.64% | — | +10.92% | |
| 31 | FAST | Fastenal Co | 株式-資本財 | 0.63% | — | -3.04% | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.63% | — | -3.26% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | -2.40% | |
| 34 | DOW | Dow Chem Co | 株式-素材 | 0.61% | — | +2.54% | |
| 35 | UBS | UBS Group AG | 株式-金融 | 0.59% | — | -1.57% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.57% | — | -4.60% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | +370.38% | |
| 38 | AEP | American Electric Power | 株式-公益事業 | 0.57% | — | -1.78% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.57% | +0.06% | +4.12% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | — | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.56% | — | +3.66% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | +2.60% | |
| 43 | MCHP | Microchip Technology INC | 株式-IT | 0.54% | — | -1.54% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.51% | — | — | |
| 45 | ✓ | 株式-その他 | 0.51% | — | -0.36% | ||
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.04% | +6.96% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | +0.07% | +1.34% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | -0.03% | -0.99% | |
| 49 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.43% | — | +5.06% | |
| 50 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.33% | — | +33.74% |