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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 Period2019-06-30

Total Holdings81

Total Value ($x1000)1,068,574
Activities
New13

Increased51

Unchanged0

Decreased17

Sold Out7

Top 10 Stock Holdingstotal 60.85%
VEA16.6

VTI8.82

VWO7.72

IVV6.92

BNDX4.66

 
IEMG4.09

VTV3.19

SCHB3.09

VBR2.99

SCHF2.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
16.6%
FTSE DEV MKT ETF
VTI
8.82%
TOTAL STK MKT
VWO
7.72%
FTSE EMR MKT ETF
IVV
6.92%
CORE S&P500 ETF
BNDX
4.66%
INTL BD IDX ETF
IEMG
4.09%
CORE MSCI EMKT
VTV
3.19%
VALUE ETF
SCHB
3.09%
US BRD MKT ETF
VBR
2.99%
SM CP VAL ETF
SCHF
2.77%
INTL EQTY ETF
IEFA
2.71%
CORE MSCI EAFE
EMLP
2.61%
NO AMER ENERGY
VWOB
2.39%
EMERG MKT BD ETF
MUB
2.16%
NAT AMT FREE BD
BSV
1.98%
SHORT TRM BOND
VOO
1.94%
SHS
SPY
1.76%
TR UNIT
VOE
1.73%
MCAP VL IDXVIP
BIV
1.33%
INTERMED TERM
IVE
1.22%
S&P 500 VAL ETF
VNQ
1.13%
REIT ETF
IWB
0.95%
RUS 1000 ETF
VXF
0.89%
EXTEND MKT ETF
VIG
0.86%
DIV APP ETF
IJR
0.81%
CORE S&P SCP ETF
LQD
0.71%
IBOXX INV CP ETF
IWM
0.64%
RUSSELL 2000 ETF
IGF
0.63%
GLB INFRASTR ETF
EMB
0.62%
JP MOR EM MK ETF
CMF
0.6%
CALI AMT-FRE ETF
VEU
0.59%
ALLWRLD EX US
TFI
0.57%
NUVN BRCLY MUNI
SHV
0.56%
SHRT TRS BD ETF
VO
0.55%
MID CAP ETF
AGG
0.54%
CORE TOTUSBD ETF
IWS
0.49%
RUS MDCP VAL ETF
IWF
0.48%
RUS 1000 GRW ETF
SCHE
0.47%
EMRG MKTEQ ETF
IWN
0.46%
RUS 2000 VAL ETF
VXUS
0.43%
VG TL INTL STK F
ITOT
0.43%
CORE S&P TTL STK
CIU
0.41%
INTERM CR BD ETF
SHY
0.39%
1-3 YR TR BD ETF
EFA
0.39%
MSCI EAFE ETF
VUG
0.37%
GROWTH ETF
IEI
0.31%
3-7 YR TR BD ETF
SCHV
0.3%
US LCAP VA ETF
RSP
0.29%
S&P500 EQL WGT
VTIP
0.29%
STRM INFPROIDX
IWD
0.28%
RUS 1000 VAL ETF
IWR
0.27%
RUS MID-CAP ETF
SCHZ
0.21%
US AGGREGATE B
ACWI
0.18%
MSCI ACWI ETF
VB
0.17%
SMALL CP ETF
SCHX
0.16%
US LRG CAP ETF
SCZ
0.16%
EAFE SML CP ETF
VT
0.15%
TT WRLD ST ETF
IWP
0.14%
RUS MD CP GR ETF
IWO
0.14%
RUS 2000 GRW ETF
VCIT
0.12%
INT-TERM CORP
VHT
0.11%
HEALTH CAR ETF
VTEB
0.11%
TAX-EXEMPT BD
CSJ
0.1%
1-3 YR CR BD ETF
HYG
0.09%
IBOXX HI YD ETF
VNQI
0.08%
GLB EX US ETF
SCHH
0.08%
US REIT ETF
VBK
0.07%
SML CP GRW ETF
IWC
0.07%
MICRO-CAP ETF
GBF
0.05%
GOV/CRED BD ETF
VOT
0.04%
MCAP GR IDXVIP
VDE
0.04%
ENERGY ETF
VGT
0.04%
INF TECH ETF
TIP
0.04%
TIPS BD ETF
VYM
0.04%
HIGH DIV YLD
SCHR
0.03%
INTRM TRM TRES
VV
0.03%
LARGE CAP ETF
SCHA
0.03%
US SML CAP ETF
IJS
0.03%
SP SMCP600VL ETF
IWV
0.03%
RUSSELL 3000 ETF
VIGI
0.02%
INTL DVD ETF
IJJ
0.02%
S&P MC 400VL ETF
IEF
2.82%
7-10 Y TR BD ETF
BND
1.13%
TOTAL BND MRKT
IJH
0.55%
CORE S&P MCP ETF
EEM
0.27%
MSCI EMG MKT ETF
IVW
0.12%
S&P 500 GRWT ETF
SCHM
0.09%
US MID-CAP ETF
MLPI
0.02%
ALERIAN INFRST