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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
72
10
12
2
5
2
48
8
7
BURT WEALTH ADVISORS

Time Period2018-12-31

Total Holdings362

Total Value ($x1000)211,451
Activities
New22

Increased60

Unchanged231

Decreased49

Sold Out61

Top 10 Stock Holdingstotal 65.02%
AGGP14.26

EFAV13.28

SPY8.4

VWO7.19

MTUM6.32

 
SCHP5.63

SCHA3.9

UNH2.37

SCHG1.88

BNDX1.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGGP
14.26%
IQ ENCH COR PL
EFAV
13.28%
EAFE MIN VOL ETF
SPY
8.4%
TR UNIT
VWO
7.19%
FTSE EMR MKT ETF
MTUM
6.32%
MSCI USAMOMFCT
SCHP
5.63%
US TIPS ETF
FM
4.76%
MSCI FRNTR100ETF
SCHA
3.9%
US SML CAP ETF
UNH
2.37%
COM
SCHG
1.88%
US LCAP GR ETF
BNDX
1.79%
INTL BD IDX ETF
IUSB
1.63%
CORE TL USD BD
AOR
1.14%
GRWT ALLOCAT ETF
SCHX
1.14%
US LRG CAP ETF
IDLV
0.96%
S&P INTL LOW
IEFA
0.81%
CORE MSCI EAFE
HYS
0.8%
0-5 HIGH YIELD
JNJ
0.79%
COM
DWFI
0.7%
DORSEY WRGT FI
MINC
0.67%
NEWFLT MULSINC
GAL
0.65%
GLOBL ALLO ETF
IXUS
0.64%
CORE MSCITOTAL
AAPL
0.63%
COM
QAI
0.62%
HEDGE MLTI ETF
AMZN
0.56%
COM
BRK.B
0.55%
CL B NEW
NKE
0.51%
CL B
MSFT
0.49%
COM
MDYV
0.47%
S&P 400 MDCP VAL
SCHE
0.45%
EMRG MKTEQ ETF
TFI
0.44%
NUVN BRCLY MUNI
VB
0.41%
SMALL CP ETF
XOM
0.39%
COM
MAR
0.36%
CL A
RLY
0.32%
MULT ASS RLRTN
MMM
0.32%
COM
SCHZ
0.31%
US AGGREGATE B
PRF
0.3%
FTSE RAFI 1000
TIPZ
0.29%
BROAD US TIPS
UNP
0.28%
COM
AMGN
0.28%
COM
PG
0.27%
COM
IBM
0.27%
COM
CSX
0.26%
COM
IWP
0.26%
RUS MD CP GR ETF
USB
0.25%
COM NEW
PFE
0.25%
COM
DIS
0.24%
COM DISNEY
VZ
0.21%
COM
LLY
0.2%
COM
IWZ
0.2%
RUS 3000 GRW ETF
JPM
0.19%
COM
WST
0.19%
COM
PTLC
0.19%
TRENDP 750 ETF
BOND
0.18%
TOTL RETN ETF
ITOT
0.17%
CORE S&P TTL STK
EFG
0.16%
EAFE GRWTH ETF
MRK
0.16%
COM
VTEB
0.15%
TAX-EXEMPT BD
ABBV
0.15%
COM
BMY
0.15%
COM
KO
0.14%
COM
AXP
0.14%
COM
MDY
0.14%
UTSER1 S&PDCRP
PEP
0.14%
COM
GE
0.14%
COM
WFC
0.13%
COM
MDYG
0.13%
S&P 400 MDCP GRW
CAT
0.12%
COM
CSCO
0.12%
COM
ABT
0.11%
COM
GOOGL
0.11%
CAP STK CL A
WMT
0.11%
COM
V
0.1%
COM CL A
FRN
0.1%
FRONTIER MKTS
VTI
0.1%
TOTAL STK MKT
INTC
0.1%
COM
HD
0.1%
COM
BBT
0.09%
COM
IWF
0.09%
RUS 1000 GRW ETF
STT
0.09%
COM
UGI
0.09%
COM
ORCL
0.09%
COM
UTX
0.09%
COM
T
0.09%
COM
DEO
0.09%
SPON ADR NEW
IWS
0.09%
RUS MDCP VAL ETF
IWV
0.08%
RUSSELL 3000 ETF
CMCSA
0.08%
CL A
GILD
0.08%
COM
SCHB
0.08%
US BRD MKT ETF
VYM
0.07%
HIGH DIV YLD
GOOG
0.07%
CAP STK CL C
CVX
0.07%
COM
CNI
0.07%
COM
SCHF
0.07%
INTL EQTY ETF
MCD
0.07%
COM
IWD
0.07%
RUS 1000 VAL ETF
EFA
0.07%
MSCI EAFE ETF
BAC
0.07%
COM
FRT
0.07%
PRN
DIA
0.07%
UT SER 1
INCY
0.07%
COM
SDY
0.07%
S&P DIVID ETF
FNB
0.07%
COM
VOO
0.06%
SHS
TIP
0.06%
TIPS BD ETF
EFX
0.06%
COM
STBA
0.06%
COM
EXC
0.06%
COM
BP
0.05%
SPONSORED ADR
RDS/A
0.05%
SPONS ADR A
FNDX
0.05%
SCHWAB FDT US LG
ACN
0.05%
SHS CLASS A
SHM
0.05%
NUVN BR SHT MUNI
SHYD
0.05%
SHORT HIGH YIELD
MCK
0.05%
COM
EGBN
0.05%
COM
LMT
0.05%
COM
EEM
0.05%
MSCI EMG MKT ETF
PM
0.05%
COM
SHY
0.05%
1-3 YR TR BD ETF
CHTR
0.05%
CL A
D
0.05%
COM
SYY
0.05%
COM
HON
0.05%
COM
PHDG
0.05%
S&P500 DOWNSID
SCHO
0.04%
SHT TM US TRES
DWDP
0.04%
COM
BAM
0.04%
CL A LTD VT SH
DVY
0.04%
SELECT DIVID ETF
SPG
0.04%
COM
DTN
0.04%
DIV EX-FINL FD
AMX
0.04%
SPON ADR L SHS
DFS
0.04%
COM
EPD
0.04%
COM
LDUR
0.04%
LOW DURTN ETF
EWC
0.04%
MSCI CDA ETF
DHR
0.04%
COM
NEAR
0.04%
SHT MAT BD ETF
BKNG
0.04%
COM
QGEN
0.04%
SHS NEW
BIP
0.04%
PRN
OXY
0.04%
COM
ZIXI
0.03%
COM
XLK
0.03%
TECHNOLOGY
EMR
0.03%
COM
BA
0.03%
COM
SBUX
0.03%
COM
AGG
0.03%
CORE TOTUSBD ETF
NOC
0.03%
COM
CI
0.03%
COM
CL
0.03%
COM
IHF
0.03%
US HLTHCR PR ETF
GSLC
0.03%
EQUITY ETF
STZ
0.03%
CL A
VAC
0.03%
COM
CSM
0.03%
PSHS LC COR PLUS
CELG
0.03%
COM
FOXA
0.03%
CL A
AZN
0.03%
SPONSORED ADR
SHW
0.03%
COM
TMO
0.03%
COM
VBR
0.03%
SM CP VAL ETF
PNC
0.03%
COM
DBEF
0.03%
XTRAK MSCI EAFE
HST
0.03%
COM
MO
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
KEYW
0.03%
COM
VO
0.03%
MID CAP ETF
LUV
0.02%
COM
AMT
0.02%
COM
TTEK
0.02%
COM
NEE
0.02%
COM
CIU
0.02%
INTERM CR BD ETF
GG
0.02%
COM
WRE
0.02%
SH BEN INT
YUM
0.02%
COM
FDX
0.02%
COM
AEP
0.02%
COM
IJR
0.02%
CORE S&P SCP ETF
CWI
0.02%
MSCI ACWI EXUS
UBSI
0.02%
COM
CVS
0.02%
COM
AMP
0.02%
COM
SJM
0.02%
COM NEW
IWB
0.02%
RUS 1000 ETF
VTR
0.02%
COM
WBA
0.02%
COM
NVS
0.02%
SPONSORED ADR
MS
0.02%
COM NEW
MTB
0.02%
COM
BX
0.02%
COM UNIT LTD
FB
0.02%
CL A
ENB
0.02%
COM
APO
0.02%
CL A SHS
PJT
0.02%
COM CL A
VGK
0.02%
FTSE EUROPE ETF
PEG
0.02%
COM
QQQ
0.02%
UNIT SER 1
GIS
0.01%
COM
GM
0.01%
COM
BKLN
0.01%
SR LN ETF
NVO
0.01%
ADR
BSV
0.01%
SHORT TRM BOND
TM
0.01%
SP ADR REP2COM
TRV
0.01%
COM
SO
0.01%
COM
ATH
0.01%
CL A
FEP
0.01%
EUROPE ALPHA
AGR
0.01%
COM
DUK
0.01%
COM NEW
LQD
0.01%
IBOXX INV CP ETF
PHM
0.01%
COM
MLCO
0.01%
ADR
EOG
0.01%
COM
SCHV
0.01%
US LCAP VA ETF
IAU
0.01%
ISHARES
FNV
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
BNS
0.01%
COM
XYL
0.01%
COM
KMB
0.01%
COM
BIIB
0.01%
COM
CH
0.01%
COM
IYW
0.01%
U.S. TECH ETF
SLB
0.01%
COM
BAX
0.01%
COM
GSK
0.01%
SPONSORED ADR
FXH
0.01%
HLTH CARE ALPH
SPLV
0.01%
S&P500 LOW VOL
ETE
0.01%
COM UT LTD PTN
EXEL
0.01%
COM
ISRG
0.01%
COM NEW
ALL
0.01%
COM
HSIC
0.01%
COM
INTU
0.01%
COM
FXU
0.01%
UTILITIES ALPH
TEF
0.01%
SPONSORED ADR
FTV
0.01%
COM
SPR
0.01%
COM CL A
PRU
0.01%
COM
C
0.01%
COM NEW
EVRG
0.01%
COM
DNP
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
SCHD
0.01%
US DIVIDEND EQ
FXG
0.01%
CONSUMR STAPLE
VTIP
0.01%
STRM INFPROIDX
CB
0.01%
COM
URI
0.01%
COM
JTD
0.01%
COM
TEL
0.01%
REG SHS
APD
0.01%
COM
ITA
0.01%
U.S. AER&DEF ETF
UA/C
0.01%
CL C
COF
0.01%
COM
CBOE
0.01%
COM
TAP
0.01%
CL B
VOE
0.01%
MCAP VL IDXVIP
TGT
0.01%
COM
YUMC
0.01%
COM
ABM
0.01%
COM
TREX
0.01%
COM
TIF
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
IYF
0.01%
U.S. FINLS ETF
CP
0.01%
COM
MET
0.01%
COM
HSY
0.01%
COM
CCI
0.01%
COM
TROW
< 0.01%
COM
VIG
< 0.01%
DIV APP ETF
KDP
< 0.01%
COM
WM
< 0.01%
COM
LOW
< 0.01%
COM
PSX
< 0.01%
COM
IP
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
IBB
< 0.01%
NASDQ BIOTEC ETF
ROBO
< 0.01%
ROBO STX GLB ETF
IWO
< 0.01%
RUS 2000 GRW ETF
SMG
< 0.01%
CL A
LEN
< 0.01%
CL A
CGC
< 0.01%
COM
EQT
< 0.01%
COM
UL
< 0.01%
SPON ADR NEW
BOTZ
< 0.01%
RBTCS ARTFL IN
FRA
< 0.01%
COM
MIC
< 0.01%
MEMBERSHIP INT
CRON
< 0.01%
COM
IIPR
< 0.01%
CL A
AMRX
< 0.01%
CL A
GS
< 0.01%
COM
MMP
< 0.01%
PRN
WY
< 0.01%
COM
FIS
< 0.01%
COM
VXUS
< 0.01%
VG TL INTL STK F
ETRN
< 0.01%
COM
IJH
< 0.01%
CORE S&P MCP ETF
QCOM
< 0.01%
COM
RFI
< 0.01%
COM
ITW
< 0.01%
COM
GLO
< 0.01%
SH BEN INT
M
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
GLD
< 0.01%
GOLD SHS
CG
< 0.01%
COM UTS LTD PTN
SIVR
< 0.01%
PHYSCL SILVR SHS
NWSA
< 0.01%
CL A
TXN
< 0.01%
COM
SCHW
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
NTG
< 0.01%
COM
SBRA
< 0.01%
PRN
VEU
< 0.01%
ALLWRLD EX US
NUSC
< 0.01%
ESG SMALL CAP
IVV
< 0.01%
CORE S&P500 ETF
REZI
< 0.01%
COM
TPR
< 0.01%
COM
AGN
< 0.01%
SHS
VBLT
< 0.01%
COM
AER
< 0.01%
SHS
ACRX
< 0.01%
COM
NXPI
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
IMGN
< 0.01%
COM
ABX
< 0.01%
COM
NTES
< 0.01%
SPONSORED ADR
TRK
< 0.01%
COM
TMQ
< 0.01%
COM
BYM
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
BZM
< 0.01%
COM
ERJ
< 0.01%
SP ADR REP 4 COM
NRG
< 0.01%
COM NEW
AVGO
< 0.01%
COM
EBAY
< 0.01%
COM
BBU
< 0.01%
PRN
WPG
< 0.01%
COM
CC
< 0.01%
COM
ACB
< 0.01%
COM
KIM
< 0.01%
COM
MFC
< 0.01%
COM
KEY
< 0.01%
COM
MDRX
< 0.01%
COM
KHC
< 0.01%
COM
CRC
< 0.01%
COM NEW
CNNE
< 0.01%
COM
BKI
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
PNBK
< 0.01%
COM NEW
FNF
< 0.01%
COM
LEN/B
< 0.01%
CL B
FTR
< 0.01%
COM NEW
GTX
< 0.01%
COM
UNIT
< 0.01%
COM
NAV
< 0.01%
COM
BHF
< 0.01%
COM
WIN
< 0.01%
COM PAR
ALT
< 0.01%
COM NEW
MINT
0.18%
ENHAN SHRT MAT
IJS
0.09%
SP SMCP600VL ETF
IVW
0.07%
S&P 500 GRWT ETF
ESRX
0.06%
COM
VBK
0.05%
SML CP GRW ETF
IVE
0.05%
S&P 500 VAL ETF
FEZ
0.02%
EURO STOXX 50
GEM
0.02%
ACTIVEBETA EME
IJT
0.01%
SP SMCP600GR ETF
FEM
0.01%
EMERG MKT ALPH
ISBC
0.01%
COM
APU
0.01%
PRN
PPL
0.01%
COM
CE
0.01%
COM SER A
LVS
0.01%
COM
MNR
0.01%
PRN
WYNN
0.01%
COM
MAT
0.01%
COM
UMH
0.01%
PRN
PCG
0.01%
COM
BLE
0.01%
COM
NMY
< 0.01%
COM
FPA
< 0.01%
ASIA EX JAPAN
ESGD
< 0.01%
MSCI EAFE ESG
DVMT
< 0.01%
COM CL V
FCAN
< 0.01%
CANADA ALPHA
IYZ
< 0.01%
U.S. TELECOM ETF
JWN
< 0.01%
COM
AET
< 0.01%
COM
MGM
< 0.01%
COM
NNN
< 0.01%
PRN
QRTEA
< 0.01%
COM SER A
ICLR
< 0.01%
SHS
IVZ
< 0.01%
SHS
IEP
< 0.01%
PRN
CMG
< 0.01%
COM
SKM
< 0.01%
SPONSORED ADR
ECA
< 0.01%
COM
DISCK
< 0.01%
COM SER C
PRGO
< 0.01%
SHS
ADNT
< 0.01%
ORD SHS
CVE
< 0.01%
COM
LBTYK
< 0.01%
SHS CL C
APTV
< 0.01%
SHS
DISCA
< 0.01%
COM SER A
GLIBA
< 0.01%
COM CLASS A
LEXEA
< 0.01%
COM
VBF
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
LSXMA
< 0.01%
COM A SIRIUSXM
NGG
< 0.01%
SPONSORED ADR NE
LBRDK
< 0.01%
COM SER C
SLYG
< 0.01%
S&P 600 SMCP GRW
BATRK
< 0.01%
COM C BRAVES GRP
LTRPA
< 0.01%
COM SER A
LGF/B
< 0.01%
CL B NON VTG
CTL
< 0.01%
COM
FWONK
< 0.01%
COM C MEDIA GRP
ASIX
< 0.01%
COM
LBRDA
< 0.01%
COM SER A
FWONA
< 0.01%
COM A MEDIA GRP