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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
75
10
14
2
8
2
52
10
8
BURT WEALTH ADVISORS

Time Period2018-09-30

Total Holdings401

Total Value ($x1000)220,371
Activities
New34

Increased54

Unchanged279

Decreased34

Sold Out15

Top 10 Stock Holdingstotal 70.96%
EFAV14.5

AGGP14.25

MTUM10.44

SPY9.64

VWO7.47

 
SCHP5

SCHA4.77

UNH2.43

BNDX1.63

TIPZ0.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFAV
14.5%
EAFE MIN VOL ETF
AGGP
14.25%
IQ ENCH COR PL
MTUM
10.44%
MSCI USAMOMFCT
SPY
9.64%
TR UNIT
VWO
7.47%
FTSE EMR MKT ETF
SCHP
5%
US TIPS ETF
FM
4.8%
MSCI FRNTR100ETF
SCHA
4.77%
US SML CAP ETF
UNH
2.43%
COM
BNDX
1.63%
INTL BD IDX ETF
TIPZ
0.83%
BROAD US TIPS
AAPL
0.81%
COM
JNJ
0.8%
COM
AOR
0.76%
GRWT ALLOCAT ETF
GAL
0.7%
GLOBL ALLO ETF
AMZN
0.59%
COM
NKE
0.56%
CL B
MSFT
0.54%
COM
BRK.B
0.53%
CL B NEW
XOM
0.44%
COM
MAR
0.42%
CL A
IUSB
0.4%
CORE TL USD BD
MINC
0.4%
NEWFLT MULSINC
IBM
0.39%
COM
HYS
0.38%
0-5 HIGH YIELD
IDLV
0.35%
S&P INTL LOW
MMM
0.33%
COM
VB
0.32%
SMALL CP ETF
UNP
0.32%
COM
CSX
0.3%
COM
SCHZ
0.3%
US AGGREGATE B
IWP
0.29%
RUS MD CP GR ETF
AMGN
0.28%
COM
USB
0.28%
COM NEW
PFE
0.28%
COM
SCHE
0.26%
EMRG MKTEQ ETF
PG
0.25%
COM
WST
0.23%
COM
DIS
0.23%
COM DISNEY
MDYV
0.23%
S&P 400 MDCP VAL
IWZ
0.22%
RUS 3000 GRW ETF
JPM
0.21%
COM
ITOT
0.19%
CORE S&P TTL STK
VTEB
0.19%
TAX-EXEMPT BD
VZ
0.18%
COM
LLY
0.18%
COM
MINT
0.18%
ENHAN SHRT MAT
BMY
0.17%
COM
BOND
0.17%
TOTL RETN ETF
GE
0.17%
COM
RLY
0.16%
MULT ASS RLRTN
T
0.16%
COM
MDY
0.16%
UTSER1 S&PDCRP
AXP
0.15%
COM
VIG
0.15%
DIV APP ETF
QAI
0.15%
HEDGE MLTI ETF
WFC
0.15%
COM
EFG
0.15%
EAFE GRWTH ETF
CAT
0.14%
COM
SCHX
0.14%
US LRG CAP ETF
ABBV
0.14%
COM
KO
0.13%
COM
MRK
0.12%
COM
PEP
0.12%
COM
GOOGL
0.12%
CAP STK CL A
STT
0.12%
COM
VTI
0.12%
TOTAL STK MKT
HD
0.11%
COM
UTX
0.11%
COM
ABT
0.11%
COM
IWF
0.11%
RUS 1000 GRW ETF
INTC
0.1%
COM
WMT
0.1%
COM
V
0.1%
COM CL A
BBT
0.1%
COM
ORCL
0.1%
COM
CSCO
0.1%
COM
FRN
0.1%
FRONTIER MKTS
IEFA
0.1%
CORE MSCI EAFE
IWV
0.09%
RUSSELL 3000 ETF
CVX
0.09%
COM
GILD
0.09%
COM
SCHF
0.09%
INTL EQTY ETF
UGI
0.09%
COM
IJS
0.09%
SP SMCP600VL ETF
SCHB
0.09%
US BRD MKT ETF
FNB
0.09%
COM
CNI
0.08%
COM
GOOG
0.08%
CAP STK CL C
CMCSA
0.08%
CL A
DEO
0.08%
SPON ADR NEW
IWS
0.08%
RUS MDCP VAL ETF
MDYG
0.08%
S&P 400 MDCP GRW
EFX
0.08%
COM
IWD
0.08%
RUS 1000 VAL ETF
EFA
0.07%
MSCI EAFE ETF
IVW
0.07%
S&P 500 GRWT ETF
VYM
0.07%
HIGH DIV YLD
DIA
0.07%
UT SER 1
FRT
0.07%
PRN
VOO
0.07%
SHS
SDY
0.07%
S&P DIVID ETF
INCY
0.07%
COM
CSM
0.07%
PSHS LC COR PLUS
SHM
0.07%
NUVN BR SHT MUNI
SHYD
0.07%
SHORT HIGH YIELD
LMT
0.06%
COM
MCD
0.06%
COM
BP
0.06%
SPONSORED ADR
FNDX
0.06%
SCHWAB FDT US LG
STBA
0.06%
COM
ESRX
0.06%
COM
ACN
0.06%
SHS CLASS A
BAC
0.06%
COM
RDS/A
0.06%
SPONS ADR A
MCK
0.06%
COM
TIP
0.06%
TIPS BD ETF
PTLC
0.06%
TRENDP 750 ETF
PM
0.06%
COM
HON
0.06%
COM
EXC
0.06%
COM
D
0.05%
COM
EEM
0.05%
MSCI EMG MKT ETF
CHTR
0.05%
CL A
SYY
0.05%
COM
EGBN
0.05%
COM
DWDP
0.05%
COM
PHDG
0.05%
S&P500 DOWNSID
BAM
0.05%
CL A LTD VT SH
TFI
0.05%
NUVN BRCLY MUNI
SHY
0.05%
1-3 YR TR BD ETF
PNC
0.05%
COM
OXY
0.05%
COM
DTN
0.05%
DIV EX-FINL FD
IVE
0.05%
S&P 500 VAL ETF
VBK
0.05%
SML CP GRW ETF
VAC
0.05%
COM
SCHO
0.04%
SHT TM US TRES
EWC
0.04%
MSCI CDA ETF
AMX
0.04%
SPON ADR L SHS
STZ
0.04%
CL A
EPD
0.04%
COM
EMR
0.04%
COM
SPG
0.04%
COM
BKNG
0.04%
COM
XLK
0.04%
TECHNOLOGY
BIP
0.04%
PRN
NOC
0.04%
COM
QGEN
0.04%
SHS NEW
IJR
0.04%
CORE S&P SCP ETF
CELG
0.04%
COM
LDUR
0.04%
LOW DURTN ETF
BA
0.04%
COM
NEAR
0.04%
SHT MAT BD ETF
VBR
0.04%
SM CP VAL ETF
GSLC
0.03%
EQUITY ETF
CL
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
SLB
0.03%
COM
ZIXI
0.03%
COM
MO
0.03%
COM
HST
0.03%
COM
AGG
0.03%
CORE TOTUSBD ETF
LUV
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
KEYW
0.03%
COM
TTEK
0.03%
COM
DBEF
0.03%
XTRAK MSCI EAFE
TMO
0.03%
COM
DFS
0.03%
COM
VO
0.03%
MID CAP ETF
WRE
0.03%
SH BEN INT
AZN
0.03%
SPONSORED ADR
DHR
0.03%
COM
FOXA
0.03%
CL A
AMP
0.03%
COM
CWI
0.02%
MSCI ACWI EXUS
GG
0.02%
COM
CIU
0.02%
INTERM CR BD ETF
NEE
0.02%
COM
UBSI
0.02%
COM
FEZ
0.02%
EURO STOXX 50
IHF
0.02%
US HLTHCR PR ETF
AMT
0.02%
COM
APO
0.02%
CL A SHS
CVS
0.02%
COM
YUM
0.02%
COM
PJT
0.02%
COM CL A
SJM
0.02%
COM NEW
IWB
0.02%
RUS 1000 ETF
BX
0.02%
COM UNIT LTD
FB
0.02%
CL A
MS
0.02%
COM NEW
MTB
0.02%
COM
AEP
0.02%
COM
WBA
0.02%
COM
GEM
0.02%
ACTIVEBETA EME
QQQ
0.02%
UNIT SER 1
SBUX
0.02%
COM
ENB
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
NVS
0.02%
SPONSORED ADR
SHW
0.02%
COM
EOG
0.02%
COM
ATH
0.02%
CL A
GIS
0.02%
COM
VEU
0.02%
ALLWRLD EX US
VTR
0.02%
COM
FEP
0.01%
EUROPE ALPHA
FDX
0.01%
COM
PEG
0.01%
COM
BKLN
0.01%
SR LN ETF
IJT
0.01%
SP SMCP600GR ETF
TM
0.01%
SP ADR REP2COM
MLCO
0.01%
ADR
NVO
0.01%
ADR
ISRG
0.01%
COM NEW
GM
0.01%
COM
FEM
0.01%
EMERG MKT ALPH
SPR
0.01%
COM CL A
TRV
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
DUK
0.01%
COM NEW
BSV
0.01%
SHORT TRM BOND
XYL
0.01%
COM
BNS
0.01%
COM
SO
0.01%
COM
BIIB
0.01%
COM
ETE
0.01%
COM UT LTD PTN
IYW
0.01%
U.S. TECH ETF
URI
0.01%
COM
FXH
0.01%
HLTH CARE ALPH
AGR
0.01%
COM
BAX
0.01%
COM
CH
0.01%
COM
ALL
0.01%
COM
KMB
0.01%
COM
ISBC
0.01%
COM
IAU
0.01%
ISHARES
FTV
0.01%
COM
PRU
0.01%
COM
APU
0.01%
PRN
GSK
0.01%
SPONSORED ADR
HSIC
0.01%
COM
FNV
0.01%
COM
SPLV
0.01%
S&P500 LOW VOL
INTU
0.01%
COM
JTD
0.01%
COM
PPL
0.01%
COM
FXU
0.01%
UTILITIES ALPH
CE
0.01%
COM SER A
LVS
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
COF
0.01%
COM
DNP
0.01%
COM
SCHD
0.01%
US DIVIDEND EQ
FXG
0.01%
CONSUMR STAPLE
TIF
0.01%
COM
VTIP
0.01%
STRM INFPROIDX
TGT
0.01%
COM
C
0.01%
COM NEW
UA/C
0.01%
CL C
EXEL
0.01%
COM
TEL
0.01%
REG SHS
WYNN
0.01%
COM
MNR
0.01%
PRN
APD
0.01%
COM
EVRG
0.01%
COM
TEF
0.01%
SPONSORED ADR
MAT
0.01%
COM
UMH
0.01%
PRN
CB
0.01%
COM
TREX
0.01%
COM
PCG
0.01%
COM
ABM
0.01%
COM
CBOE
0.01%
COM
YUMC
0.01%
COM
BLE
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
CP
0.01%
COM
TROW
0.01%
COM
WY
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
PSX
0.01%
COM
MET
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
LOW
< 0.01%
COM
AMRX
< 0.01%
CL A
IP
< 0.01%
COM
CCI
< 0.01%
COM
NMY
< 0.01%
COM
IWO
< 0.01%
RUS 2000 GRW ETF
ROBO
< 0.01%
ROBO STX GLB ETF
HSY
< 0.01%
COM
BOTZ
< 0.01%
RBTCS ARTFL IN
IWN
< 0.01%
RUS 2000 VAL ETF
FPA
< 0.01%
ASIA EX JAPAN
GS
< 0.01%
COM
WM
< 0.01%
COM
ESGD
< 0.01%
MSCI EAFE ESG
LEN
< 0.01%
CL A
MIC
< 0.01%
MEMBERSHIP INT
KDP
< 0.01%
COM
FRA
< 0.01%
COM
DVMT
< 0.01%
COM CL V
GLO
< 0.01%
SH BEN INT
IJH
< 0.01%
CORE S&P MCP ETF
UL
< 0.01%
SPON ADR NEW
ITW
< 0.01%
COM
QCOM
< 0.01%
COM
VXUS
< 0.01%
VG TL INTL STK F
RFI
< 0.01%
COM
FCAN
< 0.01%
CANADA ALPHA
IYZ
< 0.01%
U.S. TELECOM ETF
JWN
< 0.01%
COM
FIS
< 0.01%
COM
CG
< 0.01%
COM UTS LTD PTN
M
< 0.01%
COM
VOE
< 0.01%
MCAP VL IDXVIP
AET
< 0.01%
COM
TXN
< 0.01%
COM
IMGN
< 0.01%
COM
TPR
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
PRF
< 0.01%
FTSE RAFI 1000
ICLR
< 0.01%
SHS
SCHM
< 0.01%
US MID-CAP ETF
NNN
< 0.01%
PRN
SBRA
< 0.01%
PRN
ACRX
< 0.01%
COM
AGN
< 0.01%
SHS
MGM
< 0.01%
COM
NTG
< 0.01%
COM
QRTEA
< 0.01%
COM SER A
NWSA
< 0.01%
CL A
GLD
< 0.01%
GOLD SHS
SCHW
< 0.01%
COM
IVZ
< 0.01%
SHS
NUSC
< 0.01%
ESG SMALL CAP
F
< 0.01%
COM PAR $0.01
IEP
< 0.01%
PRN
AER
< 0.01%
SHS
IVV
< 0.01%
CORE S&P500 ETF
VBLT
< 0.01%
COM
CMG
< 0.01%
COM
BZM
< 0.01%
COM
BYM
< 0.01%
COM
PRGO
< 0.01%
SHS
MFC
< 0.01%
COM
EBAY
< 0.01%
COM
KEY
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
DISCK
< 0.01%
COM SER C
NXPI
< 0.01%
COM
KHC
< 0.01%
COM
NTES
< 0.01%
SPONSORED ADR
ABX
< 0.01%
COM
TRK
< 0.01%
COM
APTV
< 0.01%
SHS
LBTYK
< 0.01%
SHS CL C
NRG
< 0.01%
COM NEW
SKM
< 0.01%
SPONSORED ADR
CVE
< 0.01%
COM
BBU
< 0.01%
PRN
ECA
< 0.01%
COM
WPG
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
KIM
< 0.01%
COM
GLIBA
< 0.01%
COM CLASS A
VBF
< 0.01%
COM
MDRX
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
LEXEA
< 0.01%
COM
LBRDK
< 0.01%
COM SER C
AVGO
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
CC
< 0.01%
COM
ERJ
< 0.01%
SP ADR REP 4 COM
DISCA
< 0.01%
COM SER A
LSXMA
< 0.01%
COM A SIRIUSXM
UNIT
< 0.01%
COM
CNNE
< 0.01%
COM
BATRK
< 0.01%
COM C BRAVES GRP
LTRPA
< 0.01%
COM SER A
ALT
< 0.01%
COM NEW
LGF/B
< 0.01%
CL B NON VTG
CTL
< 0.01%
COM
CRC
< 0.01%
COM NEW
FWONA
< 0.01%
COM A MEDIA GRP
FWONK
< 0.01%
COM C MEDIA GRP
AIG/WS
< 0.01%
*W EXP 01/19/202
SLYG
< 0.01%
S&P 600 SMCP GRW
LEN/B
< 0.01%
CL B
FTR
< 0.01%
COM NEW
WIN
< 0.01%
COM PAR
LBRDA
< 0.01%
COM SER A
BKI
< 0.01%
COM
NAV
< 0.01%
COM
FNF
< 0.01%
COM
PNBK
< 0.01%
COM NEW
ASIX
< 0.01%
COM
WGL
0.29%
COM
JKD
0.04%
MRNGSTR LG-CP ET
FMI
0.02%
COM
DPS
0.02%
COM
NSC
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
UDR
0.01%
PRN
VSS
0.01%
FTSE SMCAP ETF
CLB
< 0.01%
COM
OMED
< 0.01%
COM
RAD
< 0.01%
COM
SIVR
< 0.01%
SILVER SHS
CATO
< 0.01%
CL A
ALT
< 0.01%
COM
NTG/R
< 0.01%
RIGHT 07/18/2018