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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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AMERIVEST INVESTMENT MANAGEMENT LLC

Time Period2017-12-31

Total Holdings114

Total Value ($x1000)8,776,427
Activities
New19

Increased54

Unchanged6

Decreased35

Sold Out0

Top 10 Stock Holdingstotal 71.97%
AGG19.21

ITOT14.6

VEA11.64

VWO7.66

VTV4.37

 
VO3.41

VUG3.38

EMLC3.11

VOE2.34

ITR2.25

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
19.21%
CORE TOTUSBD ETF
ITOT
14.6%
CORE S&P TTL STK
VEA
11.64%
FTSE DEV MKT ETF
VWO
7.66%
FTSE EMR MKT ETF
VTV
4.37%
VALUE ETF
VO
3.41%
MID CAP ETF
VUG
3.38%
GROWTH ETF
EMLC
3.11%
JP MORGAN MKTS
VOE
2.34%
MCAP VL IDXVIP
ITR
2.25%
INTR TRM CORP BD
JNK
2.2%
BRC HGH YLD BD
SNLN
2.06%
HI LD IBOXX SRLN
BND
1.75%
TOTAL BND MRKT
XLK
1.44%
TECHNOLOGY
EFA
1.41%
MSCI EAFE ETF
SHY
1.37%
1-3 YR TR BD ETF
VCSH
1.37%
SHRT TRM CORP BD
EMB
1.25%
JP MOR EM MK ETF
XLV
1.18%
SBI HEALTHCARE
BLV
1.16%
LONG TERM BOND
VTIP
1.07%
STRM INFPROIDX
IWN
1.06%
RUS 2000 VAL ETF
VSS
1.01%
FTSE SMCAP ETF
XLF
1%
SBI INT-FINL
PXH
0.77%
EMER MRKT PORT
IWO
0.74%
RUS 2000 GRW ETF
VGIT
0.7%
INT-TERM GOV
IXP
0.66%
GLOB TELECOM ETF
IQDF
0.59%
INTL QLTDV IDX
TIP
0.57%
TIPS BD ETF
GVI
0.53%
INTRM GOV/CR ETF
SCZ
0.45%
EAFE SML CP ETF
BSV
0.45%
SHORT TRM BOND
VOT
0.45%
MCAP GR IDXVIP
XLP
0.39%
SBI CONS STPLS
VMBS
0.33%
MORTG-BACK SEC
BNDX
0.32%
INTL BD IDX ETF
MBB
0.26%
MBS ETF
XLE
0.23%
SBI INT-ENERGY
VBR
0.17%
SM CP VAL ETF
WPS
0.14%
INTL DEVPPTY ETF
PSP
0.13%
GBL LSTD PVT EQT
IWD
0.12%
RUS 1000 VAL ETF
VBK
0.09%
SML CP GRW ETF
XLY
0.07%
SBI CONS DISCR
IWC
0.07%
MICRO-CAP ETF
IVE
0.05%
S&P 500 VAL ETF
MGK
0.05%
MEGA GRWTH IND
IEF
0.04%
7-10 Y TR BD ETF
HYG
0.04%
IBOXX HI YD ETF
IVW
0.04%
S&P 500 GRWT ETF
VTI
0.03%
TOTAL STK MKT
ITE
0.03%
BRCLYS INTER ETF
SHV
0.02%
SHRT TRS BD ETF
IJT
0.02%
SP SMCP600GR ETF
BIV
0.02%
INTERMED TERM
IWS
0.02%
RUS MDCP VAL ETF
PXSV
0.02%
FND PUR SMVAL PT
TLH
0.02%
10-20 YR TRS ETF
IJS
0.01%
SP SMCP600VL ETF
IWF
0.01%
RUS 1000 GRW ETF
IWP
0.01%
RUS MD CP GR ETF
IEMG
0.01%
CORE MSCI EMKT
VYM
< 0.01%
HIGH DIV YLD
PCY
< 0.01%
SOVEREIGN DEBT
IJJ
< 0.01%
S&P MC 400VL ETF
IEI
< 0.01%
3-7 YR TR BD ETF
EBND
< 0.01%
BRCLY EM LOCL
VCIT
< 0.01%
INT-TERM CORP
ILTB
< 0.01%
CORE L/T USB ETF
IPE
< 0.01%
BARCLYS TIPS ETF
RPV
< 0.01%
GUG S&P500 PU VA
VDE
< 0.01%
ENERGY ETF
PWV
< 0.01%
DYNM LRG CP VL
MDYV
< 0.01%
S&P 400 MDCP VAL
RPG
< 0.01%
GUG S&P500 PU GR
IWZ
< 0.01%
RUS 3000 GRW ETF
PXMG
< 0.01%
FND PR MIDGRT PT
XLI
< 0.01%
SBI INT-INDS
VWOB
< 0.01%
EMERG MKT BD ETF
IXUS
< 0.01%
CORE MSCITOTAL
SCHG
< 0.01%
US LCAP GR ETF
SCHV
< 0.01%
US LCAP VA ETF
SPYG
< 0.01%
S&P 500 GROWTH
BWX
< 0.01%
BRCLYS INTL ETF
CSJ
< 0.01%
1-3 YR CR BD ETF
VNQI
< 0.01%
GLB EX US ETF
XLB
< 0.01%
SBI MATERIALS
PWB
< 0.01%
DYNM LRG CP GR
SPYV
< 0.01%
S&P 500 VALUE
IJK
< 0.01%
S&P MC 400GR ETF
PHB
< 0.01%
FDM HG YLD RAFI
IJH
< 0.01%
CORE S&P MCP ETF
MGV
< 0.01%
MEGA CAP VAL ETF
SLYV
< 0.01%
S&P 600 SMCP VAL
VNQ
< 0.01%
REIT ETF
IJR
< 0.01%
CORE S&P SCP ETF
LEMB
< 0.01%
EM MKTS CURR ETF
IWW
< 0.01%
RUS 3000 VAL ETF
VGLT
< 0.01%
LONG-TERM GOV
BKLN
< 0.01%
SENIOR LN PORT
IEFA
< 0.01%
CORE MSCI EAFE
SLYG
< 0.01%
S&P 600 SMCP GRW
MDYG
< 0.01%
S&P 400 MDCP GRW
JKE
< 0.01%
MRNGSTR LG-CP GR
TUZ
< 0.01%
1-3YR USTREIDX
XLU
< 0.01%
SBI INT-UTILS
PEX
< 0.01%
PRIV EQTY-LSTD
VOX
< 0.01%
TELCOMM ETF
XLRE
< 0.01%
RL EST SEL SEC
VTWO
< 0.01%
VNG RUS2000IDX
JKI
< 0.01%
MRGSTR MD CP VAL
IGF
< 0.01%
GLB INFRASTR ETF
VAW
< 0.01%
MATERIALS ETF