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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
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13
1
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BERNICKE ASSOCIATES LTD

Time Period2018-09-30

Total Holdings48

Total Value ($x1000)150,596
Activities
New0

Increased37

Unchanged2

Decreased9

Sold Out0

Top 10 Stock Holdingstotal 79.52%
VCIT39.09

ACWI11.93

SHYG6.63

MUB6.55

EMB6.35

 
VT2.8

HYD2.06

EQL1.58

THRK1.41

VUG1.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
39.09%
INT-TERM CORP
ACWI
11.93%
MSCI ACWI ETF
SHYG
6.63%
0-5YR HI YL CP
MUB
6.55%
NAT AMT FREE BD
EMB
6.35%
JP MOR EM MK ETF
VT
2.8%
TT WRLD ST ETF
HYD
2.06%
HIGH YLD MUN ETF
EQL
1.58%
EQUAL SEC ETF
THRK
1.41%
RUSSELL 3000 ETF
VUG
1.12%
GROWTH ETF
ITM
0.98%
AMT FREE INT ETF
DIA
0.86%
UT SER 1
SLYV
0.7%
S&P 600 SMCP VAL
CRM
0.68%
COM
AMZN
0.67%
COM
LOW
0.66%
COM
V
0.62%
COM CL A
COST
0.61%
COM
MSFT
0.6%
COM
CVS
0.59%
COM
UNH
0.58%
COM
HCN
0.58%
COM
PEP
0.57%
COM
UTX
0.56%
COM
VBK
0.56%
SML CP GRW ETF
ECL
0.56%
COM
PG
0.56%
COM
BRK.B
0.55%
CL B NEW
DIS
0.54%
COM DISNEY
AMT
0.54%
COM
GOOGL
0.54%
CAP STK CL A
MMM
0.53%
COM
CCL
0.52%
PAIRED CTF
APD
0.52%
COM
PPG
0.52%
COM
UPS
0.51%
CL B
INTC
0.51%
COM
CVX
0.5%
COM
ABBV
0.5%
COM
BAC
0.49%
COM
GWL
0.49%
S&P WRLD EX US
TRP
0.46%
COM
PRF
0.45%
FTSE RAFI 1000
SLB
0.43%
COM
EFV
0.33%
EAFE VALUE ETF
EFG
0.23%
EAFE GRWTH ETF
BND
0.22%
TOTAL BND MRKT
VEA
0.14%
FTSE DEV MKT ETF