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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
84
7
5
3
2
0
53
18
4
BALLENTINE PARTNERS LLC

Time Period2018-12-31

Total Holdings342

Total Value ($x1000)1,733,927
Activities
New40

Increased115

Unchanged26

Decreased161

Sold Out63

Top 10 Stock Holdingstotal 61.45%
VTI25.5

IVV5.97

IEFA5.88

IEMG5.23

VEA5.21

 
SPY3.6

VV2.72

VWO2.58

IJH2.39

IWB2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
25.5%
TOTAL STK MKT
IVV
5.97%
CORE S&P500 ETF
IEFA
5.88%
CORE MSCI EAFE
IEMG
5.23%
CORE MSCI EMKT
VEA
5.21%
FTSE DEV MKT ETF
SPY
3.6%
TR UNIT
VV
2.72%
LARGE CAP ETF
VWO
2.58%
FTSE EMR MKT ETF
IJH
2.39%
CORE S&P MCP ETF
IWB
2.37%
RUS 1000 ETF
EFA
2.23%
MSCI EAFE ETF
VGK
2.1%
FTSE EUROPE ETF
VIG
1.55%
DIV APP ETF
IJR
1.48%
CORE S&P SCP ETF
VNQ
1.37%
REIT ETF
IWV
1.35%
RUSSELL 3000 ETF
MLPI
1.33%
ALERIAN INFRST
VNQI
1.31%
GLB EX US ETF
ITOT
1.21%
CORE S&P TTL STK
SCZ
1.12%
EAFE SML CP ETF
VPL
0.79%
MEGA CAP GRO ETF
ICF
0.65%
COHEN&STEER REIT
EEM
0.65%
MSCI EMG MKT ETF
FORR
0.64%
COM
VO
0.59%
MID CAP ETF
IEUR
0.58%
CORE MSCI EURO
TIP
0.58%
TIPS BD ETF
GWL
0.55%
S&P WRLD EX US
VTIP
0.53%
STRM INFPROIDX
AAPL
0.52%
COM
IWM
0.49%
RUSSELL 2000 ETF
AMJ
0.46%
ALERIAN ML ETN
VB
0.43%
SMALL CP ETF
GMM
0.39%
EMERG MKTS ETF
FLOT
0.36%
FLTG RATE BD ETF
MSFT
0.35%
COM
VEU
0.33%
ALLWRLD EX US
IWF
0.3%
RUS 1000 GRW ETF
EWJ
0.26%
MSCI JPN ETF NEW
GOOGL
0.25%
CAP STK CL A
BRK.B
0.23%
CL B NEW
PG
0.21%
COM
MDY
0.2%
UTSER1 S&PDCRP
AMZN
0.2%
COM
VOO
0.19%
SHS
IWR
0.19%
RUS MID-CAP ETF
IJS
0.19%
SP SMCP600VL ETF
EPD
0.18%
COM
RWX
0.17%
DJ INTL RL ETF
GWX
0.17%
S&P INTL SMLCP
AAXJ
0.17%
MSCI AC ASIA ETF
PFE
0.17%
COM
VTV
0.16%
VALUE ETF
JNJ
0.16%
COM
ETE
0.16%
COM UT LTD PTN
JPM
0.16%
COM
PEP
0.15%
COM
STPZ
0.15%
1-5 US TIP IDX
AGG
0.15%
CORE TOTUSBD ETF
UPS
0.14%
CL B
BIV
0.14%
INTERMED TERM
V
0.13%
COM CL A
UNH
0.13%
COM
FB
0.13%
CL A
CSCO
0.13%
COM
BAC
0.12%
COM
PAA
0.12%
UNIT LTD PARTN
CSJ
0.12%
1-3 YR CR BD ETF
LQD
0.12%
IBOXX INV CP ETF
IGF
0.12%
GLB INFRASTR ETF
XOM
0.12%
COM
GOOG
0.11%
CAP STK CL C
VXF
0.11%
EXTEND MKT ETF
MMP
0.11%
COM UNIT RP LP
BRK.A
0.11%
CL A
EEMA
0.1%
MSCI EM ASIA ETF
EWX
0.1%
S&P EMKTSC ETF
HD
0.09%
COM
BMY
0.09%
COM
NKE
0.09%
CL B
YUM
0.09%
COM
DIS
0.09%
COM DISNEY
IWD
0.09%
RUS 1000 VAL ETF
HON
0.09%
COM
VDC
0.09%
CONSUM STP ETF
MA
0.09%
CL A
KMB
0.09%
COM
IBM
0.09%
COM
SWK
0.09%
COM
WMT
0.08%
COM
INTC
0.08%
COM
TXN
0.08%
COM
WMB
0.08%
COM
PNC
0.08%
COM
PPG
0.08%
COM
IAU
0.08%
ISHARES
VZ
0.08%
COM
KMI
0.08%
COM
ADP
0.07%
COM
BND
0.07%
TOTAL BND MRKT
KO
0.07%
COM
MRK
0.07%
COM
TMO
0.07%
COM
CRM
0.07%
COM
IJT
0.06%
SP SMCP600GR ETF
IFSM
0.06%
DEVSMCP EXNA ETF
VCSH
0.06%
SHRT TRM CORP BD
OKE
0.06%
COM
DWDP
0.06%
COM
COST
0.06%
COM
FDX
0.06%
COM
VOE
0.06%
MCAP VL IDXVIP
DTD
0.06%
TOTAL DIVID FD
STIP
0.06%
0-5 YR TIPS ETF
UNP
0.06%
COM
CVX
0.06%
COM
MCD
0.06%
COM
TSLA
0.06%
COM
VBR
0.06%
SM CP VAL ETF
ANDX
0.06%
UNIT LP INT
AMGN
0.05%
COM
ENB
0.05%
COM
IEV
0.05%
EUROPE ETF
ORCL
0.05%
COM
IVE
0.05%
S&P 500 VAL ETF
SYY
0.05%
COM
ACN
0.05%
SHS CLASS A
EMLC
0.05%
JP MORGAN MKTS
ADBE
0.05%
COM
SBUX
0.05%
COM
ITW
0.05%
COM
WFC
0.05%
COM
CMCSA
0.05%
CL A
MGK
0.05%
MEGA GRWTH IND
T
0.05%
COM
BABA
0.05%
SPONSORED ADS
MMM
0.05%
COM
ABBV
0.05%
COM
YUMC
0.05%
COM
VT
0.05%
TT WRLD ST ETF
GLOG
0.05%
SHS
BA
0.05%
COM
VUG
0.05%
GROWTH ETF
UTX
0.04%
COM
SAN
0.04%
ADR
MGV
0.04%
MEGA CAP VAL ETF
ABT
0.04%
COM
DHR
0.04%
COM
MPLX
0.04%
COM UNIT REP LTD
MDT
0.04%
SHS
USB
0.04%
COM NEW
GE
0.04%
COM
ALL
0.04%
COM
TEGP
0.04%
CL A
IVW
0.04%
S&P 500 GRWT ETF
CSX
0.04%
COM
CB
0.04%
COM
DE
0.04%
COM
GLW
0.04%
COM
ADI
0.04%
COM
DPM
0.04%
COM UT LTD PTN
TD
0.04%
COM NEW
SYK
0.04%
COM
NVS
0.04%
SPONSORED ADR
CQP
0.04%
COM UNIT
WES
0.04%
COM UNIT LP IN
GSK
0.04%
SPONSORED ADR
SHLX
0.04%
UNIT LTD INT
AM
0.04%
UNT LTD PARTN
TRGP
0.04%
COM
BK
0.04%
COM
ENLK
0.03%
COM UNIT REP LTD
BLK
0.03%
COM
NEE
0.03%
COM
TSM
0.03%
SPONSORED ADR
BIIB
0.03%
COM
CVS
0.03%
COM
AWK
0.03%
COM
CBSH
0.03%
COM
CPB
0.03%
COM
ADSK
0.03%
COM
AXP
0.03%
COM
VYM
0.03%
HIGH DIV YLD
ROST
0.03%
COM
LOW
0.03%
COM
BDX
0.03%
COM
WAT
0.03%
COM
KNOP
0.03%
COM UNITS
WBA
0.03%
COM
SCHW
0.03%
COM
CL
0.03%
COM
HUM
0.03%
COM
HBC
0.03%
SPON ADR NEW
DEO
0.03%
SPON ADR NEW
BBVA
0.03%
SPONSORED ADR
CI
0.03%
COM
BKNG
0.03%
COM
BAX
0.02%
COM
NSC
0.02%
COM
APD
0.02%
COM
TJX
0.02%
COM
GG
0.02%
COM
ANTM
0.02%
COM
QCOM
0.02%
COM
C
0.02%
COM NEW
VOT
0.02%
MCAP GR IDXVIP
AAPL
0.02%
CALL
LLY
0.02%
COM
PYPL
0.02%
COM
MDLZ
0.02%
CL A
XLK
0.02%
TECHNOLOGY
COP
0.02%
COM
VBK
0.02%
SML CP GRW ETF
ENZL
0.02%
NW ZEALND CP ETF
SAP
0.02%
SPON ADR
AMT
0.02%
COM
AFL
0.02%
COM
SNE
0.02%
ADR NEW
MS
0.02%
COM NEW
GPC
0.02%
COM
CTSH
0.02%
CL A
TEL
0.02%
REG SHS
PSXP
0.02%
COM UNIT REP INT
RY
0.02%
COM
NVDA
0.02%
COM
DUK
0.02%
COM NEW
DFE
0.02%
EUROPE SMCP DV
TRV
0.02%
COM
CAT
0.02%
COM
NFLX
0.02%
COM
NVO
0.02%
ADR
MCK
0.02%
COM
FISV
0.02%
COM
BSX
0.02%
COM
STT
0.02%
COM
XLU
0.02%
SBI INT-UTILS
PM
0.02%
COM
TGT
0.02%
COM
MTD
0.02%
COM
FOXA
0.02%
CL A
MO
0.02%
COM
ENBL
0.02%
COM UNIT RP IN
SDY
0.02%
S&P DIVID ETF
PGR
0.02%
COM
CHTR
0.02%
CL A
AVGO
0.02%
COM
PSX
0.02%
COM
GILD
0.02%
COM
QQQ
0.02%
UNIT SER 1
ARNA
0.02%
COM NEW
LRCX
0.02%
COM
RTN
0.02%
COM NEW
NBLX
0.02%
COM UNIT REPST
IP
0.02%
COM
CP
0.02%
COM
CMA
0.02%
COM
WM
0.02%
COM
HBAN
0.02%
COM
GWW
0.02%
COM
RSG
0.02%
COM
NUE
0.02%
COM
AME
0.02%
COM
FTV
0.02%
COM
VXUS
0.02%
VG TL INTL STK F
NEM
0.01%
COM
BIDU
0.01%
SPON ADR REP A
ISRG
0.01%
COM NEW
HDB
0.01%
ADR REPS 3 SHS
PRU
0.01%
COM
ABB
0.01%
SPONSORED ADR
SRE
0.01%
COM
ATR
0.01%
COM
CHD
0.01%
COM
MKC
0.01%
COM NON VTG
HYG
0.01%
IBOXX HI YD ETF
EMR
0.01%
COM
VLO
0.01%
COM
ITG
0.01%
COM
CHRW
0.01%
COM NEW
PUK
0.01%
ADR
RHT
0.01%
COM
HCN
0.01%
COM
KMX
0.01%
COM
ZMH
0.01%
COM
EXPD
0.01%
COM
AVA
0.01%
COM
ETR
0.01%
COM
CCL
0.01%
PAIRED CTF
VGT
0.01%
INF TECH ETF
CME
0.01%
COM
IX
0.01%
SPONSORED ADR
WDAY
0.01%
CL A
LUV
0.01%
COM
GS
0.01%
COM
STI
0.01%
COM
LOB
0.01%
COM
ORLY
0.01%
COM
LMT
0.01%
COM
ALGN
0.01%
COM
EOG
0.01%
COM
BBT
0.01%
COM
EPP
0.01%
MSCI PAC JP ETF
TM
0.01%
SP ADR REP2COM
HMC
0.01%
AMERN SHS
IWP
0.01%
RUS MD CP GR ETF
SPGI
0.01%
COM
ATHM
0.01%
SP ADR RP CL A
IWS
0.01%
RUS MDCP VAL ETF
SHPG
0.01%
SPONSORED ADR
MAR
0.01%
CL A
TLT
0.01%
20+ YR TR BD ETF
UBS
0.01%
SHS
WBK
0.01%
SPONSORED ADR
EBAY
0.01%
COM
ACN
0.01%
CALL
BT
0.01%
ADR
FCAU
0.01%
SHS
FCX
0.01%
COM
ICL
0.01%
SHS
TEF
0.01%
SPONSORED ADR
IBM
0.01%
CALL
NMR
0.01%
SPONSORED ADR
F
< 0.01%
COM PAR $0.01
MFG
< 0.01%
SPONSORED ADR
FB
< 0.01%
CALL
DIS
< 0.01%
CALL
AVAL
< 0.01%
SPONSORED ADS
MSFT
< 0.01%
CALL
AEG
< 0.01%
NY REGISTRY SH
HD
< 0.01%
CALL
TRQ
< 0.01%
COM
LYG
< 0.01%
SPONSORED ADR
ASX
< 0.01%
SPONSORED ADS
CRM
< 0.01%
CALL
SNNA
< 0.01%
COM
SID
< 0.01%
SPONSORED ADR
SBUX
< 0.01%
CALL
ODP
< 0.01%
COM
UMC
< 0.01%
SPON ADR NEW
SPY
< 0.01%
PUT
AKAO
< 0.01%
COM
EBAY
< 0.01%
CALL
ATHN
0.2%
COM
GLD
0.15%
GOLD SHS
ETP
0.11%
UNIT LTD PRT INT
SEMG
0.06%
CL A
NTG
0.05%
COM
EMLC
0.05%
JP MORGAN MKTS
XME
0.05%
S&P METALS MNG
VDE
0.04%
ENERGY ETF
ESRX
0.03%
COM
MOO
0.03%
AGRIBUSINESS ETF
DNLI
0.03%
COM
AET
0.03%
COM
TYG
0.02%
COM
ARNC
0.02%
CALL
USAT
0.02%
COM NO PAR
SPPI
0.02%
COM
ATRS
0.02%
COM
EQM
0.02%
UNIT LTD PARTN
DVY
0.02%
SELECT DIVID ETF
RDS/A
0.02%
SPONS ADR A
IFF
0.02%
COM
CELG
0.01%
COM
CMG
0.01%
COM
CMI
0.01%
COM
SLB
0.01%
COM
GIS
0.01%
COM
HSY
0.01%
COM
PX
0.01%
COM
CTSO
0.01%
COM NEW
DCI
0.01%
COM
ABC
0.01%
COM
CI
0.01%
COM
HIG
0.01%
COM
COF
0.01%
COM
STZ
0.01%
CL A
ETFC
0.01%
COM NEW
UN
0.01%
N Y SHS NEW
DFS
0.01%
COM
SHW
0.01%
COM
NGG
0.01%
SPONSORED ADR NE
HCA
0.01%
COM
UL
0.01%
SPON ADR NEW
NOV
0.01%
COM
INTU
0.01%
COM
XOP
0.01%
S&P OILGAS EXP
BRK.B
0.01%
CALL
CTRP
0.01%
AMERICAN DEP SHS
MITK
0.01%
COM NEW
BP
0.01%
SPONSORED ADR
ANSS
0.01%
COM
IR
0.01%
SHS
KEY
0.01%
COM
ZTS
0.01%
CL A
CIU
0.01%
INTERM CR BD ETF
EXEL
0.01%
COM
AQ
0.01%
COM
CNHI
0.01%
SHS
MTU
0.01%
SPONSORED ADR
ZIOP
< 0.01%
COM
CLNY
< 0.01%
CL A COM
AMID
< 0.01%
COM UNITS
CPST
< 0.01%
COM NEW
ARNC
< 0.01%
COM