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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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13
1
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BERNICKE ASSOCIATES LTD

Time Period2018-06-30

Total Holdings48

Total Value ($x1000)142,863
Activities
New5

Increased32

Unchanged0

Decreased11

Sold Out6

Top 10 Stock Holdingstotal 80.59%
VCIT39.72

ACWI11.95

MUB6.75

SHYG6.69

EMB6.37

 
VT2.67

HYD2.16

EQL1.71

THRK1.39

VUG1.18

-- hover over a symbol below for details --
SEC 13F
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Detail
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VCIT
39.72%
INT-TERM CORP
ACWI
11.95%
MSCI ACWI ETF
MUB
6.75%
NAT AMT FREE BD
SHYG
6.69%
0-5YR HI YL CP
EMB
6.37%
JP MOR EM MK ETF
VT
2.67%
TT WRLD ST ETF
HYD
2.16%
HIGH YLD MUN ETF
EQL
1.71%
EQUAL SEC ETF
THRK
1.39%
RUSSELL 3000 ETF
VUG
1.18%
GROWTH ETF
ITM
1.05%
AMT FREE INT ETF
DIA
0.9%
UT SER 1
SLYV
0.78%
S&P 600 SMCP VAL
VBK
0.6%
SML CP GRW ETF
CRM
0.59%
COM
AMZN
0.58%
COM
HCN
0.55%
COM
V
0.54%
COM CL A
LOW
0.54%
COM
PEP
0.54%
COM
COST
0.54%
COM
UNH
0.53%
COM
AMT
0.52%
COM
INTC
0.52%
COM
MSFT
0.51%
COM
GWL
0.5%
S&P WRLD EX US
PG
0.5%
COM
CVX
0.5%
COM
GOOGL
0.49%
CAP STK CL A
UTX
0.49%
COM
ECL
0.48%
COM
MMM
0.48%
COM
PPG
0.47%
COM
DIS
0.47%
COM DISNEY
ABBV
0.47%
COM
CVS
0.47%
COM
TRP
0.47%
COM
PRF
0.46%
FTSE RAFI 1000
APD
0.46%
COM
BRK.B
0.46%
CL B NEW
BAC
0.46%
COM
UPS
0.45%
CL B
CCL
0.44%
PAIRED CTF
SLB
0.44%
COM
BND
0.38%
TOTAL BND MRKT
EFV
0.38%
EAFE VALUE ETF
EFG
0.26%
EAFE GRWTH ETF
VEA
0.15%
FTSE DEV MKT ETF
GMM
0.98%
EMERG MKTS ETF
PRF
0.48%
FTSE RAFI 1000
NUE
0.43%
COM
T
0.43%
COM
VWO
0.32%
FTSE EMR MKT ETF
VTV
0.22%
VALUE ETF