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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
23
2
0
1
0
0
7
1
1
ACORN WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings114

Total Value ($x1000)97,607
Activities
New5

Increased58

Unchanged10

Decreased41

Sold Out9

Top 10 Stock Holdingstotal 48.86%
USMV8.67

SCHD7.48

FLOT7.05

SCHM6.72

EFAV4.53

 
JPST4.18

DNKN3.42

SPLV2.83

FVD2.14

RSP1.84

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
8.67%
USA MIN VOL ETF
SCHD
7.48%
US DIVIDEND EQ
FLOT
7.05%
FLTG RATE BD ETF
SCHM
6.72%
US MID-CAP ETF
EFAV
4.53%
EAFE MIN VOL ETF
JPST
4.18%
ULTRA SHRT INC
DNKN
3.42%
COM
SPLV
2.83%
S&P500 LOW VOL
FVD
2.14%
SHS
RSP
1.84%
GUG S&P500 EQ WT
BRK.B
1.84%
CL B NEW
JPM
1.81%
COM
SMDV
1.76%
RUSS 2000 DIVD
VB
1.69%
SMALL CP ETF
SCHB
1.53%
US BRD MKT ETF
MSFT
1.33%
COM
SCHF
1.3%
INTL EQTY ETF
NOBL
1.12%
S&P 500 ARISTO
AAPL
1.07%
COM
REGL
1.02%
MDCP 400 DIVID
SCHA
1.02%
US SML CAP ETF
SPY
0.99%
TR UNIT
SDY
0.95%
S&P DIVID ETF
MDY
0.9%
UTSER1 S&PDCRP
DVY
0.86%
SELECT DIVID ETF
VCSH
0.82%
SHRT TRM CORP BD
SCHG
0.81%
US LCAP GR ETF
FIW
0.75%
COM
SCHP
0.74%
US TIPS ETF
EPD
0.71%
COM
CSX
0.68%
COM
HD
0.64%
COM
VTI
0.63%
TOTAL STK MKT
VZ
0.63%
COM
BA
0.61%
COM
FTSM
0.61%
FIRST TR ENH NEW
T
0.59%
COM
VIG
0.58%
DIV APP ETF
LOW
0.56%
COM
SLYV
0.54%
S&P 600 SMCP VAL
RYH
0.52%
GUG S&P500EQWTHC
DIS
0.49%
COM DISNEY
EDIV
0.47%
S&P EM MKT DIV
FV
0.47%
DORSEY WRT 5 ETF
PFE
0.45%
COM
FEM
0.45%
EMERG MKT ALPH
INTC
0.45%
COM
MOAT
0.44%
MORNINGSTAR WIDE
AOR
0.44%
GRWT ALLOCAT ETF
DBEF
0.43%
XTRAK MSCI EAFE
PBA
0.41%
COM
SCHH
0.41%
US REIT ETF
SO
0.41%
COM
MRK
0.38%
COM
CMS
0.37%
COM
VLUE
0.37%
MSCI USAVALFCT
PG
0.36%
COM
F
0.36%
COM PAR $0.01
IVE
0.36%
S&P 500 VAL ETF
BX
0.35%
COM UNIT LTD
NEAR
0.34%
SHT MAT BD ETF
EELV
0.34%
EM MRK LOW VOL
IEMG
0.32%
CORE MSCI EMKT
DWX
0.31%
S&P INTL ETF
PCY
0.31%
SOVEREIGN DEBT
IHI
0.3%
U.S. MED DVC ETF
XLF
0.3%
SBI INT-FINL
IVV
0.3%
CORE S&P500 ETF
IWB
0.3%
RUS 1000 ETF
FPX
0.29%
SHS
FCVT
0.29%
SSI STRG ETF
APTS
0.29%
COM
SDOG
0.29%
SECTR DIV DOGS
SCHO
0.28%
SHT TM US TRES
UTX
0.28%
COM
CWB
0.28%
BRC CNV SECS ETF
SCHV
0.28%
US LCAP VA ETF
BSV
0.27%
SHORT TRM BOND
VIGI
0.27%
INTL DVD ETF
MDYV
0.27%
S&P 400 MDCP VAL
BMY
0.27%
COM
JNJ
0.27%
COM
RTN
0.27%
COM NEW
CAT
0.26%
COM
IFV
0.26%
DORSEY WRIGHT
SPYD
0.26%
SP500 HIGH DIV
XOM
0.26%
COM
IJR
0.26%
CORE S&P SCP ETF
MO
0.26%
COM
DWDP
0.25%
COM
UNP
0.25%
COM
FB
0.25%
CL A
IYW
0.24%
U.S. TECH ETF
IYH
0.24%
US HLTHCARE ETF
MSB
0.24%
CTF BEN INT
KO
0.23%
COM
SCHC
0.23%
INTL SCEQT ETF
LMT
0.23%
COM
IBM
0.23%
COM
XHE
0.22%
HLTH CR EQUIP
EFA
0.22%
MSCI EAFE ETF
LDRI
0.22%
LAD 0-5Y CR BD
GLD
0.22%
GOLD SHS
VPU
0.22%
UTILITIES ETF
MINT
0.22%
ENHAN SHRT MAT
CHD
0.22%
COM
BFOR
0.21%
BARRONS 400 ETF
CSCO
0.21%
COM
HACK
0.21%
PUREFUNDS ISE CY
SCHZ
0.21%
US AGGREGATE B
DTE
0.21%
COM
MIY
0.16%
COM
BRG
0.13%
COM CL A
GE
0.13%
COM
FTSL
0.89%
SENIOR LN FD
LMBS
0.37%
FST LOW MTG ETF
GILD
0.32%
COM
HYLS
0.3%
FIRST TR TA HIYL
QQQ
0.28%
UNIT SER 1
KRE
0.25%
S&P REGL BKG
FDT
0.25%
DEV MRK EX US
CMCSA
0.21%
CL A
SCHE
0.21%
EMRG MKTEQ ETF