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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
88
35
39
4
11
0
52
25
13
AMERIVEST INVESTMENT MANAGEMENT LLC

Time Period2018-06-30

Total Holdings470

Total Value ($x1000)11,724,516
Activities
New360

Increased83

Unchanged7

Decreased20

Sold Out18

Top 10 Stock Holdingstotal 64.96%
AGG18.78

ITOT12.46

VEA9.13

VWO5.59

IVW4.03

 
IVE3.54

VTV3.4

VUG2.83

VO2.76

EMLC2.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
18.78%
CORE TOTUSBD ETF
ITOT
12.46%
CORE S&P TTL STK
VEA
9.13%
FTSE DEV MKT ETF
VWO
5.59%
FTSE EMR MKT ETF
IVW
4.03%
S&P 500 GRWT ETF
IVE
3.54%
S&P 500 VAL ETF
VTV
3.4%
VALUE ETF
VUG
2.83%
GROWTH ETF
VO
2.76%
MID CAP ETF
EMLC
2.44%
JP MORGAN MKTS
IEFA
2.16%
CORE MSCI EAFE
VOE
1.85%
MCAP VL IDXVIP
ITR
1.8%
INTR TRM CORP BD
JNK
1.75%
BRC HGH YLD BD
SNLN
1.66%
HI LD IBOXX SRLN
BSV
1.62%
SHORT TRM BOND
BLV
1.47%
LONG TERM BOND
BND
1.42%
TOTAL BND MRKT
EMB
1.13%
JP MOR EM MK ETF
VCSH
1.09%
SHRT TRM CORP BD
EFA
1.06%
MSCI EAFE ETF
TIP
1.06%
TIPS BD ETF
XLK
0.98%
TECHNOLOGY
SHY
0.97%
1-3 YR TR BD ETF
IJH
0.95%
CORE S&P MCP ETF
VTIP
0.93%
STRM INFPROIDX
HYG
0.92%
IBOXX HI YD ETF
XLV
0.91%
SBI HEALTHCARE
IWN
0.89%
RUS 2000 VAL ETF
IJR
0.82%
CORE S&P SCP ETF
VSS
0.78%
FTSE SMCAP ETF
IEMG
0.76%
CORE MSCI EMKT
XLF
0.64%
SBI INT-FINL
IWO
0.63%
RUS 2000 GRW ETF
VGIT
0.63%
INT-TERM GOV
PXH
0.58%
FTSE RAFI EMNG
IXP
0.5%
GLOB TELECOM ETF
BNDX
0.38%
INTL BD IDX ETF
IQDF
0.38%
INTL QLTDV IDX
VOT
0.38%
MCAP GR IDXVIP
VNQ
0.37%
REIT ETF
SCZ
0.36%
EAFE SML CP ETF
GVI
0.36%
INTRM GOV/CR ETF
VMBS
0.31%
MORTG-BACK SEC
MBB
0.3%
MBS ETF
XLP
0.28%
SBI CONS STPLS
XLE
0.19%
SBI INT-ENERGY
SPY
0.18%
TR UNIT
VBR
0.15%
SM CP VAL ETF
VTI
0.15%
TOTAL STK MKT
VWOB
0.11%
EMERG MKT BD ETF
EBND
0.11%
BRCLY EM LOCL
WPS
0.11%
INTL DEVPPTY ETF
PSP
0.1%
GBL LISTED PVT
IWD
0.09%
RUS 1000 VAL ETF
VBK
0.08%
SML CP GRW ETF
XLY
0.06%
SBI CONS DISCR
BIV
0.06%
INTERMED TERM
IWC
0.06%
MICRO-CAP ETF
IWW
0.04%
RUS 3000 VAL ETF
ILTB
0.04%
CORE L/T USB ETF
MGK
0.04%
MEGA GRWTH IND
IEF
0.03%
7-10 Y TR BD ETF
IWZ
0.03%
RUS 3000 GRW ETF
IWS
0.03%
RUS MDCP VAL ETF
IWP
0.03%
RUS MD CP GR ETF
ITE
0.02%
BRCLYS INTER ETF
SHV
0.02%
SHRT TRS BD ETF
VONV
0.02%
VNG RUS1000VAL
IJT
0.01%
SP SMCP600GR ETF
VONG
0.01%
VNG RUS1000GRW
MDYV
0.01%
S&P 400 MDCP VAL
PXSV
0.01%
RUSEL 2000 VAL
VDC
0.01%
CONSUM STP ETF
VGT
0.01%
INF TECH ETF
TLH
0.01%
10-20 YR TRS ETF
IWF
0.01%
RUS 1000 GRW ETF
EFV
0.01%
EAFE VALUE ETF
VHT
0.01%
HEALTH CAR ETF
VFH
0.01%
FINANCIALS ETF
IPE
0.01%
BARCLYS TIPS ETF
IJS
0.01%
SP SMCP600VL ETF
VYM
0.01%
HIGH DIV YLD
IVLU
0.01%
DEV VAL FACTOR
GMM
0.01%
EMERG MKTS ETF
EFG
0.01%
EAFE GRWTH ETF
FTY
< 0.01%
REAL EST 50 ETF
VDE
< 0.01%
ENERGY ETF
VIGI
< 0.01%
INTL DVD ETF
SPYV
< 0.01%
S&P 500 VALUE
IUSB
< 0.01%
CORE TL USD BD
PEX
< 0.01%
PRIV EQTY-LSTD
IJJ
< 0.01%
S&P MC 400VL ETF
PCY
< 0.01%
EMRNG MKT SVRG
VCIT
< 0.01%
INT-TERM CORP
IEI
< 0.01%
3-7 YR TR BD ETF
SLYV
< 0.01%
S&P 600 SMCP VAL
VTWG
< 0.01%
VNG RUS2000GRW
VNQI
< 0.01%
GLB EX US ETF
RPG
< 0.01%
S&P500 PUR GWT
SPYG
< 0.01%
S&P 500 GROWTH
CSJ
< 0.01%
1-3 YR CR BD ETF
PFE
< 0.01%
COM
PWV
< 0.01%
DYNMC LRG VALU
MGV
< 0.01%
MEGA CAP VAL ETF
SLYG
< 0.01%
S&P 600 SMCP GRW
JPM
< 0.01%
COM
LEMB
< 0.01%
EM MKTS CURR ETF
MSFT
< 0.01%
COM
ISTB
< 0.01%
CORE STRM USBD
RPV
< 0.01%
S&P500 PUR VAL
BKLN
< 0.01%
SR LN ETF
CVX
< 0.01%
COM
RZG
< 0.01%
S&P SML600 GWT
AAPL
< 0.01%
COM
XOM
< 0.01%
COM
STX
< 0.01%
SHS
MRK
< 0.01%
COM
WMCR
< 0.01%
WILSHR MICR CP
FE
< 0.01%
COM
LAG
< 0.01%
BRCLYS AGG ETF
AMZN
< 0.01%
COM
SCHG
< 0.01%
US LCAP GR ETF
VLO
< 0.01%
COM
ABBV
< 0.01%
COM
LYB
< 0.01%
SHS - A -
IXUS
< 0.01%
CORE MSCITOTAL
SCHV
< 0.01%
US LCAP VA ETF
BAC
< 0.01%
COM
MO
< 0.01%
COM
VZ
< 0.01%
COM
BA
< 0.01%
COM
T
< 0.01%
COM
VCR
< 0.01%
CONSUM DIS ETF
CSCO
< 0.01%
COM
WMT
< 0.01%
COM
PXMG
< 0.01%
RUSEL MDCP GWT
JNJ
< 0.01%
COM
HRB
< 0.01%
COM
FB
< 0.01%
CL A
IJK
< 0.01%
S&P MC 400GR ETF
WU
< 0.01%
COM
KMB
< 0.01%
COM
BBT
< 0.01%
COM
PHB
< 0.01%
FNDMNTL HY CRP
MAIN
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
CA
< 0.01%
COM
ABR
< 0.01%
COM
INTC
< 0.01%
COM
HPQ
< 0.01%
COM
PNC
< 0.01%
COM
PBF
< 0.01%
CL A
MGP
< 0.01%
COM
PBI
< 0.01%
COM
TLO
< 0.01%
BRCLYS LG TRS ET
RDS/B
< 0.01%
SPON ADR B
NRZ
< 0.01%
COM NEW
BXMT
< 0.01%
COM CL A
GOOGL
< 0.01%
CAP STK CL A
DFS
< 0.01%
COM
PFFR
< 0.01%
INFRACP REIT PFD
UNIT
< 0.01%
COM
HTGC
< 0.01%
COM
FITB
< 0.01%
COM
PM
< 0.01%
COM
ORI
< 0.01%
COM
BMY
< 0.01%
COM
UTG
< 0.01%
COM SH BEN INT
AMGN
< 0.01%
COM
PPL
< 0.01%
COM
HST
< 0.01%
COM
PWB
< 0.01%
DYNMC LRG GWTH
PFG
< 0.01%
COM
AEE
< 0.01%
COM
GMLP
< 0.01%
COM UNIT LPI
STWD
< 0.01%
COM
BWX
< 0.01%
BRCLYS INTL ETF
UNP
< 0.01%
COM
DEA
< 0.01%
COM
AES
< 0.01%
COM
ETN
< 0.01%
SHS
PG
< 0.01%
COM
CMCSA
< 0.01%
CL A
OKE
< 0.01%
COM
HP
< 0.01%
COM
CTL
< 0.01%
COM
DWDP
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
LLY
< 0.01%
COM
PEP
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
TPR
< 0.01%
COM
ORCL
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
CXW
< 0.01%
COM
MXIM
< 0.01%
COM
DRE
< 0.01%
COM NEW
EIX
< 0.01%
COM
CAT
< 0.01%
COM
DKL
< 0.01%
COM UNT RP INT
AFL
< 0.01%
COM
WFC
< 0.01%
COM
AFG
< 0.01%
COM
VGLT
< 0.01%
LONG-TERM GOV
TWO
< 0.01%
COM NEW
XLI
< 0.01%
SBI INT-INDS
IVOG
< 0.01%
MIDCP 400 GRTH
MAC
< 0.01%
COM
XLB
< 0.01%
SBI MATERIALS
MCD
< 0.01%
COM
USB
< 0.01%
COM NEW
PAYX
< 0.01%
COM
CPA
< 0.01%
CL A
HUN
< 0.01%
COM
GPS
< 0.01%
COM
LVS
< 0.01%
COM
IBM
< 0.01%
COM
IVZ
< 0.01%
SHS
RF
< 0.01%
COM
HFC
< 0.01%
COM
IPG
< 0.01%
COM
V
< 0.01%
COM CL A
LDOS
< 0.01%
COM
GMT
< 0.01%
COM
IP
< 0.01%
COM
MET
< 0.01%
COM
UNM
< 0.01%
COM
COP
< 0.01%
COM
MS
< 0.01%
COM NEW
CMI
< 0.01%
COM
NSC
< 0.01%
COM
CIM
< 0.01%
COM NEW
NTR
< 0.01%
COM
VB
< 0.01%
SMALL CP ETF
AEP
< 0.01%
COM
TUP
< 0.01%
COM
UNH
< 0.01%
COM
C
< 0.01%
COM NEW
PRU
< 0.01%
COM
GS
< 0.01%
COM
MFA
< 0.01%
COM
CRM
< 0.01%
COM
HON
< 0.01%
COM
LAZ
< 0.01%
SHS A
KO
< 0.01%
COM
HD
< 0.01%
COM
PII
< 0.01%
COM
SLB
< 0.01%
COM
OMC
< 0.01%
COM
EQIX
< 0.01%
COM PAR $0.001
TSCO
< 0.01%
COM
FHN
< 0.01%
COM
WDC
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
VOX
< 0.01%
TELCOMM ETF
MDYG
< 0.01%
S&P 400 MDCP GRW
ESS
< 0.01%
COM
ETR
< 0.01%
COM
EWBC
< 0.01%
COM
LRY
< 0.01%
SH BEN INT
CFG
< 0.01%
COM
CNP
< 0.01%
COM
EXC
< 0.01%
COM
CPT
< 0.01%
SH BEN INT
SCPB
< 0.01%
BARC SHT TR CP
AVGO
< 0.01%
COM
CVS
< 0.01%
COM
PYPL
< 0.01%
COM
LUV
< 0.01%
COM
SYF
< 0.01%
COM
ON
< 0.01%
COM
VMC
< 0.01%
COM
OC
< 0.01%
COM
UPS
< 0.01%
CL B
PSX
< 0.01%
COM
ZMH
< 0.01%
COM
PSA
< 0.01%
COM
OGE
< 0.01%
COM
FFIV
< 0.01%
COM
APD
< 0.01%
COM
MPC
< 0.01%
COM
CFR
< 0.01%
COM
DIS
< 0.01%
COM DISNEY
BRK.B
< 0.01%
CL B NEW
SPR
< 0.01%
COM CL A
ARCC
< 0.01%
COM
FNF
< 0.01%
COM
BXP
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
SPGI
< 0.01%
COM
BBY
< 0.01%
COM
BERY
< 0.01%
COM
TJX
< 0.01%
COM
LEA
< 0.01%
COM NEW
BRX
< 0.01%
COM
JKF
< 0.01%
MRNGSTR LG-CP VL
MMM
< 0.01%
COM
THS
< 0.01%
COM
STT
< 0.01%
COM
URI
< 0.01%
COM
GD
< 0.01%
COM
HII
< 0.01%
COM
CHL
< 0.01%
SPONSORED ADR
ICE
< 0.01%
COM
SAP
< 0.01%
SPON ADR
COF
< 0.01%
COM
ADP
< 0.01%
COM
LOW
< 0.01%
COM
AET
< 0.01%
COM
WM
< 0.01%
COM
NEE
< 0.01%
COM
ADBE
< 0.01%
COM
AABA
< 0.01%
COM
NFG
< 0.01%
COM
WYN
< 0.01%
COM
MDT
< 0.01%
SHS
DHR
< 0.01%
COM
PXD
< 0.01%
COM
AMAT
< 0.01%
COM
VRTX
< 0.01%
COM
AER
< 0.01%
SHS
MDU
< 0.01%
COM
AIG
< 0.01%
COM NEW
VVV
< 0.01%
COM
DVN
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
DXC
< 0.01%
COM
TEVA
< 0.01%
ADR
CY
< 0.01%
COM
CHKP
< 0.01%
ORD
VMI
< 0.01%
COM
KORS
< 0.01%
SHS
PRGO
< 0.01%
SHS
VPU
< 0.01%
UTILITIES ETF
JCI
< 0.01%
SHS
EMR
< 0.01%
COM
GRMN
< 0.01%
SHS
TKR
< 0.01%
COM
ECL
< 0.01%
COM
EV
< 0.01%
COM NON VTG
ECA
< 0.01%
COM
CNDT
< 0.01%
COM
BSX
< 0.01%
COM
FLEX
< 0.01%
ORD
VOD
< 0.01%
SPNSR ADR NO PAR
AMT
< 0.01%
COM
BDX
< 0.01%
COM
BKU
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
BP
< 0.01%
SPONSORED ADR
ASH
< 0.01%
COM
ADSK
< 0.01%
COM
AXP
< 0.01%
COM
CMS
< 0.01%
COM
CAG
< 0.01%
COM
CMA
< 0.01%
COM
CIEN
< 0.01%
COM NEW
CELG
< 0.01%
COM
WHR
< 0.01%
COM
CP
< 0.01%
COM
COG
< 0.01%
COM
AAL
< 0.01%
COM
VIS
< 0.01%
INDUSTRIAL ETF
VAW
< 0.01%
MATERIALS ETF
AZN
< 0.01%
SPONSORED ADR
JKK
< 0.01%
MRGSTR SM CP GR
SKM
< 0.01%
SPONSORED ADR
LAMR
< 0.01%
CL A
KRC
< 0.01%
COM
KEY
< 0.01%
COM
KLAC
< 0.01%
COM
JKE
< 0.01%
MRNGSTR LG-CP GR
MSGN
< 0.01%
CL A
SRPT
< 0.01%
COM
ILMN
< 0.01%
COM
HPT
< 0.01%
COM SH BEN INT
SBAC
< 0.01%
CL A
RHT
< 0.01%
COM
NUAN
< 0.01%
COM
NVS
< 0.01%
SPONSORED ADR
NTRS
< 0.01%
COM
NFLX
< 0.01%
COM
PPG
< 0.01%
COM
MDLZ
< 0.01%
CL A
TAP
< 0.01%
CL B
MAS
< 0.01%
COM
MFC
< 0.01%
COM
PUK
< 0.01%
ADR
HRC
< 0.01%
COM
HIW
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
XLU
< 0.01%
SBI INT-UTILS
STLD
< 0.01%
COM
STI
< 0.01%
COM
SJM
< 0.01%
COM NEW
SKT
< 0.01%
COM
SWK
< 0.01%
COM
HAIN
< 0.01%
COM
SHW
< 0.01%
COM
WMB
< 0.01%
COM
PRTY
< 0.01%
COM
EVHC
< 0.01%
COM
ALL
< 0.01%
COM
ESL
< 0.01%
COM
MU
< 0.01%
COM
MCHP
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
GGP
< 0.01%
COM
PGR
< 0.01%
COM
M
< 0.01%
COM
ALSN
< 0.01%
COM
DOX
< 0.01%
ORD
ARRS
< 0.01%
SHS
RCL
< 0.01%
COM
AMCX
< 0.01%
CL A
AYI
< 0.01%
COM
SYY
< 0.01%
COM
JWN
< 0.01%
COM
NYCB
< 0.01%
COM
NCLH
< 0.01%
SHS
APTV
< 0.01%
SHS
FII
< 0.01%
CL B
SMFG
< 0.01%
SPONSORED ADR
MRVL
< 0.01%
ORD
NTAP
< 0.01%
COM
PVH
< 0.01%
COM
PANW
< 0.01%
COM
ALXN
< 0.01%
COM
MOH
< 0.01%
COM
JKI
< 0.01%
MRGSTR MD CP VAL
ITRI
< 0.01%
COM
SEAS
< 0.01%
COM
NVDA
< 0.01%
COM
CTSH
< 0.01%
CL A
IGF
< 0.01%
GLB INFRASTR ETF
CI
< 0.01%
COM
CTAS
< 0.01%
COM
CME
< 0.01%
COM
INVH
< 0.01%
COM
ISRG
< 0.01%
COM NEW
CUK
< 0.01%
ADR
GE
< 0.01%
COM
CHS
< 0.01%
COM
ING
< 0.01%
SPONSORED ADR
DEO
< 0.01%
SPON ADR NEW
VTWO
< 0.01%
VNG RUS2000IDX
DDR
< 0.01%
COM
HXL
< 0.01%
COM
LYG
< 0.01%
SPONSORED ADR
LGF/B
< 0.01%
CL B NON VTG
UTX
< 0.01%
COM
BK
< 0.01%
COM
LGF/A
< 0.01%
CL A VTG
VVC
< 0.01%
COM
TDC
< 0.01%
COM
GIL
< 0.01%
COM
SWKS
< 0.01%
COM
KSS
< 0.01%
COM
BMRN
< 0.01%
COM
MTN
< 0.01%
COM
DRI
< 0.01%
COM
IGOV
< 0.01%
INTL TREA BD ETF
GWPH
< 0.01%
ADS
AGN
< 0.01%
SHS
S
< 0.01%
COM SER 1
LNC
< 0.01%
COM
ADM
< 0.01%
COM
CM
< 0.01%
COM
WH
< 0.01%
COM
PXH
0.81%
EMER MRKT PORT
PSP
0.13%
GBL LSTD PVT EQT
PXSV
0.02%
FND PUR SMVAL PT
PCY
< 0.01%
SOVEREIGN DEBT
RZG
< 0.01%
GUG S&P SC600 PG
RPG
< 0.01%
GUG S&P500 PU GR
WMCR
< 0.01%
WILSHIRE MCRO CP
RPV
< 0.01%
GUG S&P500 PU VA
PWV
< 0.01%
DYNM LRG CP VL
IVV
< 0.01%
CORE S&P500 ETF
PXMG
< 0.01%
FND PR MIDGRT PT
BKLN
< 0.01%
SENIOR LN PORT
PWB
< 0.01%
DYNM LRG CP GR
ESGD
< 0.01%
MSCI EAFE ESG
PHB
< 0.01%
FDM HG YLD RAFI
ESGE
< 0.01%
MSCI EM ESG SE
DBC
< 0.01%
UNIT BEN INT
TUZ
< 0.01%
1-3YR USTREIDX