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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.
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ADVICEPERIOD LLC

Time Period2018-12-31

Total Holdings75

Total Value ($x1000)884,089
Activities
New0

Increased51

Unchanged2

Decreased22

Sold Out6

Top 10 Stock Holdingstotal 61.09%
VEA15.78

VTI10.65

VWO6.98

IVV6.05

BNDX5.58

 
IEMG3.99

VTV3.47

VBR3.09

VWOB2.76

IEFA2.74

-- hover over a symbol below for details --
SEC 13F
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Detail
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VEA
15.78%
FTSE DEV MKT ETF
VTI
10.65%
TOTAL STK MKT
VWO
6.98%
FTSE EMR MKT ETF
IVV
6.05%
CORE S&P500 ETF
BNDX
5.58%
INTL BD IDX ETF
IEMG
3.99%
CORE MSCI EMKT
VTV
3.47%
VALUE ETF
VBR
3.09%
SM CP VAL ETF
VWOB
2.76%
EMERG MKT BD ETF
IEFA
2.74%
CORE MSCI EAFE
SCHB
2.6%
US BRD MKT ETF
EMLP
2.52%
NO AMER ENERGY
SCHF
2.48%
INTL EQTY ETF
MUB
2.33%
NAT AMT FREE BD
IEF
2.02%
7-10 Y TR BD ETF
VOE
1.71%
MCAP VL IDXVIP
BND
1.65%
TOTAL BND MRKT
SPY
1.58%
TR UNIT
BSV
1.55%
SHORT TRM BOND
IVE
1.26%
S&P 500 VAL ETF
IWM
1.01%
RUSSELL 2000 ETF
CMF
0.96%
CALI AMT-FRE ETF
CIU
0.91%
INTERM CR BD ETF
IWB
0.87%
RUS 1000 ETF
BIV
0.83%
INTERMED TERM
VNQ
0.8%
REIT ETF
LQD
0.76%
IBOXX INV CP ETF
TFI
0.69%
NUVN BRCLY MUNI
VEU
0.68%
ALLWRLD EX US
IWR
0.6%
RUS MID-CAP ETF
VOO
0.58%
SHS
EMB
0.58%
JP MOR EM MK ETF
IJR
0.57%
CORE S&P SCP ETF
VIG
0.5%
DIV APP ETF
IWN
0.44%
RUS 2000 VAL ETF
IWD
0.44%
RUS 1000 VAL ETF
IWS
0.44%
RUS MDCP VAL ETF
IJH
0.42%
CORE S&P MCP ETF
IWF
0.41%
RUS 1000 GRW ETF
SHY
0.4%
1-3 YR TR BD ETF
VXF
0.4%
EXTEND MKT ETF
VUG
0.38%
GROWTH ETF
SCHE
0.36%
EMRG MKTEQ ETF
VTIP
0.35%
STRM INFPROIDX
VO
0.35%
MID CAP ETF
IGF
0.33%
GLB INFRASTR ETF
SHV
0.32%
SHRT TRS BD ETF
EFA
0.29%
MSCI EAFE ETF
RSP
0.29%
S&P500 EQL WGT
SCHV
0.28%
US LCAP VA ETF
IEI
0.27%
3-7 YR TR BD ETF
AGG
0.27%
CORE TOTUSBD ETF
EEM
0.27%
MSCI EMG MKT ETF
IWO
0.22%
RUS 2000 GRW ETF
ITOT
0.2%
CORE S&P TTL STK
VB
0.16%
SMALL CP ETF
SCHZ
0.14%
US AGGREGATE B
SCZ
0.13%
EAFE SML CP ETF
CSJ
0.13%
1-3 YR CR BD ETF
HYG
0.13%
IBOXX HI YD ETF
VCIT
0.13%
INT-TERM CORP
VHT
0.1%
HEALTH CAR ETF
IWP
0.1%
RUS MD CP GR ETF
IVW
0.1%
S&P 500 GRWT ETF
SCHM
0.09%
US MID-CAP ETF
VNQI
0.07%
GLB EX US ETF
IWC
0.07%
MICRO-CAP ETF
VBK
0.07%
SML CP GRW ETF
VXUS
0.06%
VG TL INTL STK F
SCHH
0.06%
US REIT ETF
IWV
0.05%
RUSSELL 3000 ETF
VT
0.05%
TT WRLD ST ETF
TIP
0.04%
TIPS BD ETF
IJJ
0.02%
S&P MC 400VL ETF
VSS
0.02%
FTSE SMCAP ETF
TLH
0.16%
10-20 YR TRS ETF
MBB
0.05%
MBS ETF
RWO
0.04%
DJ GLB RL ES ETF
SCHG
0.03%
US LCAP GR ETF
SCHC
0.03%
INTL SCEQT ETF
MLPI
0.02%
ALERIAN INFRST