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 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 11.63% | — | +63.63% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.12% | -0.05% | -0.01% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 7.08% | +0.36% | +54.18% | |
| 4 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 6.34% | — | +90.13% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-その他 | 5.42% | — | +4.37% | |
| 6 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 4.26% | +0.24% | -8.46% | |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 4.04% | — | -50.48% | |
| 8 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 3.89% | — | -36.41% | |
| 9 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 3.68% | — | -0.84% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.47% | -1.58% | +14.33% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.81% | — | — | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.29% | +0.24% | -68.94% | |
| 13 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.09% | — | +9.96% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.00% | — | -36.75% | |
| 15 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.96% | — | +1.58% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.44% | -0.07% | -18.92% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.41% | -0.14% | -37.59% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.36% | — | -2.03% | |
| 19 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.09% | — | -3.32% | |
| 20 | USB | US Bancorp | 株式-金融 | 0.90% | — | +0.30% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.11% | -14.57% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.17% | -0.36% | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 0.78% | — | +18.61% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.10% | +3.19% | |
| 25 | UBS | UBS Group AG | 株式-金融 | 0.71% | — | +6.22% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.69% | — | +753.01% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +1.50% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.65% | — | -2.42% | |
| 29 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.63% | — | -0.74% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | +0.54% | |
| 31 | MCHP | Microchip Technology INC | 株式-IT | 0.62% | — | -6.21% | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.61% | +0.06% | +1.99% | |
| 33 | WELL | Welltower INC | 株式-不動産 | 0.61% | — | -8.21% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.60% | — | -6.95% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | +0.07% | -0.90% | |
| 36 | PRU | Prudential Financial INC | 株式-金融 | 0.58% | -0.05% | -0.54% | |
| 37 | DOW | Dow Chem Co | 株式-素材 | 0.57% | — | -4.76% | |
| 38 | GM | General Motors Co | 株式-一般消費財 | 0.57% | — | +5.54% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.04% | -1.27% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | -0.12% | -2.72% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | -6.09% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | — | +5.71% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.54% | — | -3.65% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | -1.41% | |
| 45 | AMP | Ameriprise Financial INC | 株式-金融 | 0.53% | — | +0.51% | |
| 46 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.52% | — | -30.68% | |
| 47 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.48% | — | -1.48% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | -0.03% | -1.22% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.44% | -0.08% | -22.82% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.43% | — | +0.18% |