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 | 9.63% | — | +1.56% | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 9.00% | — | +0.69% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 8.14% | -1.58% | +1.92% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 6.66% | +0.36% | +2.51% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.26% | -0.05% | -1.13% | |
| 6 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.96% | +0.24% | +2.05% | |
| 7 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 3.86% | — | -2.17% | |
| 8 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 3.49% | — | +0.63% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.72% | — | +0.90% | |
| 10 | DBJP | Xtrackers Msci Japan Hedged | ETF-その他 | 2.61% | — | +0.58% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.58% | — | -0.95% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.27% | +0.24% | +7.27% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.17% | +0.06% | -0.12% | |
| 14 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.92% | — | +1.74% | |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.88% | — | +8.38% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.73% | — | +0.86% | |
| 17 | EMR | Emerson Electric Co | 株式-資本財 | 1.39% | — | +2.24% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.33% | -0.14% | -1.13% | |
| 19 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.31% | — | -0.07% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.10% | -0.07% | +0.08% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.03% | — | — | |
| 22 | USB | US Bancorp | 株式-金融 | 0.94% | — | +0.76% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.17% | +2.07% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | — | +0.85% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.10% | +0.93% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +0.90% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.67% | — | +11.68% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.63% | — | +0.02% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.11% | +0.64% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | — | +1.65% | |
| 31 | AMP | Ameriprise Financial INC | 株式-金融 | 0.63% | — | -0.22% | |
| 32 | CCI | Crown Castle INC | 株式-不動産 | 0.62% | — | +0.36% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | -0.12% | +0.40% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | +0.10% | +4.01% | |
| 35 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.60% | — | +0.51% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.04% | +2.33% | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.58% | — | +2.74% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.57% | — | +11.28% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.56% | — | +2.87% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | +0.07% | +1.50% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.56% | — | +0.47% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | +4.95% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | — | +3.39% | |
| 44 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.49% | — | -8.60% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.48% | — | -2.52% | |
| 46 | PRU | Prudential Financial INC | 株式-金融 | 0.47% | -0.05% | +0.62% | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.47% | — | +12.54% | |
| 48 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.47% | — | -1.99% | |
| 49 | AES | Aes CORP | 株式-公益事業 | 0.45% | — | -8.10% | |
| 50 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.42% | — | +0.16% |