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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
20
3
3
1
1
0
13
4
1
BIEGEL WALLER LLC

Time Period2019-03-31

Total Holdings77

Total Value ($x1000)194,459
Activities
New6

Increased32

Unchanged13

Decreased26

Sold Out2

Top 10 Stock Holdingstotal 65.36%
ITOT12.12

EEMV10.54

IXUS8.66

EEM8.09

SCZ5.64

 
SBGI5.3

DAL4.28

IDV4.12

IEFA3.4

C3.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ITOT
12.12%
CORE S&P TTL STK
EEMV
10.54%
EM MK MINVOL ETF
IXUS
8.66%
CORE MSCITOTAL
EEM
8.09%
MSCI EMG MKT ETF
SCZ
5.64%
EAFE SML CP ETF
SBGI
5.3%
CL A
DAL
4.28%
COM NEW
IDV
4.12%
INTL SEL DIV ETF
IEFA
3.4%
CORE MSCI EAFE
C
3.21%
COM NEW
IHE
3.17%
U.S. PHARMA ETF
T
2.78%
COM
IWW
2.64%
RUS 3000 VAL ETF
DWDP
2.16%
COM
IEMG
2.14%
CORE MSCI EMKT
IWD
1.42%
RUS 1000 VAL ETF
IR
1.42%
SHS
IVV
1.41%
CORE S&P500 ETF
DGRO
1.4%
CORE DIV GRWTH
AGN
0.89%
SHS
MAR
0.87%
CL A
HD
0.72%
COM
HBMD
0.7%
COM
AAPL
0.64%
COM
BA
0.63%
COM
EFAV
0.62%
EAFE MIN VOL ETF
MSFT
0.59%
COM
IVW
0.57%
S&P 500 GRWT ETF
LMT
0.48%
COM
ALLE
0.46%
ORD SHS
UNH
0.46%
COM
AVY
0.4%
COM
CINF
0.36%
COM
CMA
0.35%
COM
SPY
0.33%
TR UNIT
CSCO
0.31%
COM
SEE
0.29%
COM
JNJ
0.29%
COM
UTX
0.29%
COM
TXRH
0.27%
COM
CVX
0.27%
COM
AMZN
0.25%
COM
GE
0.24%
COM
RHT
0.24%
COM
BAC
0.21%
COM
IWF
0.21%
RUS 1000 GRW ETF
DIS
0.21%
COM DISNEY
FIDI
0.21%
INT HG DIV ETF
ORCL
0.2%
COM
FB
0.2%
CL A
NFLX
0.19%
COM
ACWI
0.17%
MSCI ACWI ETF
BABA
0.17%
SPONSORED ADS
FMS
0.17%
SPONSORED ADR
NUE
0.17%
COM
MCD
0.16%
COM
AAL
0.16%
COM
JPM
0.15%
COM
XOM
0.15%
COM
ISTB
0.15%
CORE STRM USBD
NVR
0.14%
COM
MMM
0.14%
COM
BMY
0.14%
COM
DVY
0.14%
SELECT DIVID ETF
IMMU
0.13%
COM
V
0.13%
COM CL A
EQIX
0.13%
COM PAR $0.001
BRK.B
0.13%
CL B NEW
BYD
0.11%
COM
ABT
0.1%
COM
LLY
0.1%
COM
QCOM
0.1%
COM
MGEN
0.1%
COM
SIRI
0.08%
COM
LLEX
0.05%
COM NEW
CYRN
0.03%
SHS
OTIV
< 0.01%
SHS
PFE
0.13%
COM
ABBV
0.12%
COM