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Stock Style
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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
55
0
4
3
1
0
36
5
2
ADVISER INVESTMENTS LLC

Time Period2018-12-31

Total Holdings217

Total Value ($x1000)760,220
Activities
New24

Increased80

Unchanged40

Decreased73

Sold Out35

Top 10 Stock Holdingstotal 36.85%
IVV6.81

BSV6.11

EFG3.68

FHLC3.44

HYS3.2

 
VCIT3.05

IVOG2.86

SPY2.66

VIG2.65

SHM2.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
6.81%
CORE S&P500 ETF
BSV
6.11%
SHORT TRM BOND
EFG
3.68%
EAFE GRWTH ETF
FHLC
3.44%
MSCI HLTH CARE I
HYS
3.2%
0-5 HIGH YIELD
VCIT
3.05%
INT-TERM CORP
IVOG
2.86%
MIDCP 400 GRTH
SPY
2.66%
TR UNIT
VIG
2.65%
DIV APP ETF
SHM
2.39%
NUVN BR SHT MUNI
IEFA
1.9%
CORE MSCI EAFE
IJH
1.89%
CORE S&P MCP ETF
VTEB
1.77%
TAX-EXEMPT BD
AAPL
1.7%
COM
BNDX
1.49%
INTL BD IDX ETF
HYG
1.45%
IBOXX HI YD ETF
LQD
1.37%
IBOXX INV CP ETF
ANGL
1.36%
FALLEN ANGEL HG
VOE
1.34%
MCAP VL IDXVIP
MSFT
1.31%
COM
FSTA
1.29%
CONSMR STAPLES
JPM
1.28%
COM
VIOG
1.22%
SMLCP 600 GRTH
CSCO
1.07%
COM
AGG
0.96%
CORE TOTUSBD ETF
UPS
0.91%
CL B
VOT
0.86%
MCAP GR IDXVIP
FB
0.85%
CL A
ABBV
0.83%
COM
BAC
0.82%
COM
V
0.81%
COM CL A
PFE
0.78%
COM
HD
0.72%
COM
BRK.B
0.72%
CL B NEW
VBK
0.71%
SML CP GRW ETF
XLU
0.71%
SBI INT-UTILS
IYR
0.7%
U.S. REAL ES ETF
IEF
0.69%
7-10 Y TR BD ETF
NEE
0.68%
COM
PEP
0.67%
COM
HYD
0.66%
HIGH YLD MUN ETF
ANTM
0.65%
COM
CMCSA
0.64%
CL A
XOM
0.62%
COM
INTC
0.6%
COM
TLT
0.57%
20+ YR TR BD ETF
XLV
0.56%
SBI HEALTHCARE
BA
0.56%
COM
AMGN
0.54%
COM
VBR
0.52%
SM CP VAL ETF
IWR
0.51%
RUS MID-CAP ETF
VZ
0.5%
COM
UTX
0.5%
COM
ETN
0.49%
SHS
MCD
0.49%
COM
BBT
0.48%
COM
WFC
0.46%
COM
DIS
0.45%
COM DISNEY
BMY
0.45%
COM
XLY
0.45%
SBI CONS DISCR
JNJ
0.45%
COM
PANW
0.45%
COM
EFA
0.44%
MSCI EAFE ETF
AMZN
0.43%
COM
MO
0.42%
COM
DEO
0.41%
SPON ADR NEW
UNP
0.41%
COM
WDAY
0.4%
CL A
BSM
0.39%
COM UNIT
IWB
0.35%
RUS 1000 ETF
NKE
0.35%
CL B
VUG
0.34%
GROWTH ETF
VFC
0.33%
COM
BRK.A
0.32%
CL A
VHT
0.31%
HEALTH CAR ETF
PRU
0.31%
COM
BLK
0.31%
COM
MUB
0.3%
NAT AMT FREE BD
VGT
0.29%
INF TECH ETF
REM
0.29%
MTG REL ETF NEW
CWB
0.29%
BRC CNV SECS ETF
MAR
0.27%
CL A
OKTA
0.27%
CL A
IVOV
0.26%
MIDCP 400 VAL
IBB
0.26%
NASDQ BIOTEC ETF
VYM
0.24%
HIGH DIV YLD
GOOGL
0.24%
CAP STK CL A
FTEC
0.23%
MSCI INFO TECH I
LYB
0.23%
SHS - A -
IWS
0.22%
RUS MDCP VAL ETF
ENZL
0.22%
NW ZEALND CP ETF
SCHF
0.22%
INTL EQTY ETF
XLF
0.21%
SBI INT-FINL
XLP
0.21%
SBI CONS STPLS
IYZ
0.2%
U.S. TELECOM ETF
IHE
0.2%
U.S. PHARMA ETF
UUP
0.2%
BULLISH FD
LEMB
0.19%
EM MKTS CURR ETF
GOOG
0.19%
CAP STK CL C
IJS
0.19%
SP SMCP600VL ETF
VTIP
0.18%
STRM INFPROIDX
MGC
0.17%
MEGA CAP INDEX
IYW
0.16%
U.S. TECH ETF
PG
0.16%
COM
CVX
0.16%
COM
QQQ
0.15%
UNIT SER 1
PSTG
0.14%
CL A
JKE
0.14%
MRNGSTR LG-CP GR
FBT
0.14%
NY ARCA BIOTECH
FEZ
0.14%
EURO STOXX 50
VTI
0.13%
TOTAL STK MKT
VTV
0.13%
VALUE ETF
SDY
0.12%
S&P DIVID ETF
DGRO
0.12%
CORE DIV GRWTH
MRK
0.12%
COM
VEU
0.11%
ALLWRLD EX US
MMM
0.11%
COM
SCZ
0.11%
EAFE SML CP ETF
IBM
0.11%
COM
ABMD
0.11%
COM
AXP
0.11%
COM
ORCL
0.11%
COM
VOO
0.11%
SHS
NOW
0.11%
COM
COST
0.1%
COM
TFI
0.1%
NUVN BRCLY MUNI
KBE
0.1%
S&P BK ETF
IVOO
0.1%
MIDCP 400 IDX
HUM
0.1%
COM
GWL
0.1%
S&P WRLD EX US
FLTB
0.09%
LTD TRM BD ETF
SBUX
0.09%
COM
TJX
0.09%
COM
KRE
0.08%
S&P REGL BKG
T
0.08%
COM
QTRX
0.08%
COM
ICE
0.08%
COM
ED
0.08%
COM
ABT
0.08%
COM
VEA
0.07%
FTSE DEV MKT ETF
GLTR
0.07%
PHYSCL PM BASKET
SO
0.07%
COM
GLD
0.07%
GOLD SHS
BK
0.07%
COM
NFLX
0.07%
COM
RTN
0.07%
COM NEW
HRL
0.07%
COM
XLG
0.07%
S&P 500 TOP 50
NVO
0.06%
ADR
EPD
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
PFF
0.06%
U.S. PFD STK ETF
ROST
0.06%
COM
ACWI
0.06%
MSCI ACWI ETF
VO
0.05%
MID CAP ETF
REGN
0.05%
COM
PNC
0.05%
COM
TXN
0.05%
COM
WK
0.05%
CL A
DLN
0.05%
LARGECAP DIVID
SBR
0.05%
UNIT BEN INT
HON
0.05%
COM
NVS
0.05%
SPONSORED ADR
MA
0.05%
CL A
FULT
0.05%
COM
IVW
0.05%
S&P 500 GRWT ETF
IWP
0.04%
RUS MD CP GR ETF
FSP
0.04%
COM
IXUS
0.04%
CORE MSCITOTAL
KMB
0.04%
COM
ADBE
0.04%
COM
LOW
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
DWDP
0.04%
COM
CRM
0.04%
COM
GE
0.04%
COM
UNH
0.04%
COM
MPC
0.04%
COM
MS
0.04%
COM NEW
CAT
0.04%
COM
GS
0.04%
COM
IWF
0.04%
RUS 1000 GRW ETF
CME
0.04%
COM
GDOT
0.04%
CL A
PM
0.04%
COM
VLO
0.04%
COM
EXC
0.04%
COM
WBA
0.04%
COM
KO
0.03%
COM
PCAR
0.03%
COM
AMAT
0.03%
COM
SNY
0.03%
SPONSORED ADR
WDFC
0.03%
COM
SAP
0.03%
SPON ADR
CI
0.03%
COM
MU
0.03%
COM
MFM
0.03%
SH BEN INT
MDY
0.03%
UTSER1 S&PDCRP
IWM
0.03%
RUSSELL 2000 ETF
HBC
0.03%
SPON ADR NEW
STI
0.03%
COM
DUK
0.03%
COM NEW
AEP
0.03%
COM
CLDR
0.03%
COM
FDX
0.03%
COM
NGVT
0.03%
COM
LMT
0.03%
COM
ACN
0.03%
SHS CLASS A
ASML
0.03%
N Y REGISTRY SHS
CVS
0.03%
COM
WMT
0.03%
COM
ALL
0.03%
COM
PRA
0.03%
COM
F
0.01%
COM PAR $0.01
ARQL
0.01%
COM
ATHX
< 0.01%
COM
GCVRZ
< 0.01%
RIGHT 12/31/2020
HYD
0.98%
HIGH YLD MUN ETF
IWD
0.46%
RUS 1000 VAL ETF
SLB
0.43%
COM
FTGC
0.37%
FST TR GLB FD
EWJ
0.32%
MSCI JPN ETF NEW
XLE
0.3%
SBI INT-ENERGY
SMH
0.29%
SEMICONDUCTOR ET
EWA
0.29%
MSCI AUST ETF
IP
0.27%
COM
IEMG
0.26%
CORE MSCI EMKT
DBC
0.18%
UNIT
IEUR
0.06%
CORE MSCI EURO
GLTR
0.06%
PHYS PM BSKT
BKLN
0.05%
SR LN ETF
SCHX
0.05%
US LRG CAP ETF
ITM
0.04%
AMT FREE INT ETF
BABA
0.03%
SPONSORED ADS
BIDU
0.03%
SPON ADR REP A
LUV
0.03%
COM
DGX
0.03%
COM
VB
0.03%
SMALL CP ETF
BCS
0.03%
ADR
BZUN
0.03%
SPONSORED ADR
SCHM
0.03%
US MID-CAP ETF
STT
0.03%
COM
VSH
0.03%
COM
WTFC
0.03%
COM
IXC
0.03%
GLOBAL ENERG ETF
CR
0.02%
COM
VXF
0.02%
EXTEND MKT ETF
HCA
0.02%
COM
CSGP
0.02%
COM
AFL
0.02%
COM
GOOS
0.02%
SHS SUB VTG
OEF
0.02%
S&P 100 ETF