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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
30
1
2
2
0
0
18
0
0
CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings92

Total Value ($x1000)159,637
Activities
New11

Increased35

Unchanged8

Decreased38

Sold Out3

Top 10 Stock Holdingstotal 47.73%
RSP8.8

SCHB8.36

XOM5.84

SHY5.83

SPY4.78

 
SCHO4.54

ABTX3.66

AAPL2.28

MDY1.82

COST1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
8.8%
S&P500 EQL WGT
SCHB
8.36%
US BRD MKT ETF
XOM
5.84%
COM
SHY
5.83%
1-3 YR TR BD ETF
SPY
4.78%
TR UNIT
SCHO
4.54%
SHT TM US TRES
ABTX
3.66%
COM
AAPL
2.28%
COM
MDY
1.82%
UTSER1 S&PDCRP
COST
1.82%
COM
NEAR
1.8%
SHT MAT BD ETF
VV
1.77%
LARGE CAP ETF
VXUS
1.71%
VG TL INTL STK F
TJX
1.66%
COM
PFE
1.59%
COM
BA
1.51%
COM
JNJ
1.5%
COM
XLI
1.41%
SBI INT-INDS
IJR
1.38%
CORE S&P SCP ETF
SHV
1.3%
SHRT TRS BD ETF
VZ
1.3%
COM
DIS
1.27%
COM DISNEY
AMZN
1.14%
COM
GOOGL
1.1%
CAP STK CL A
MINT
1.09%
ENHAN SHRT MAT
KO
1.08%
COM
TOTL
0.98%
SPDR TR TACTIC
DEO
0.95%
SPON ADR NEW
T
0.95%
COM
CVX
0.92%
COM
BAC
0.91%
COM
HD
0.9%
COM
JPM
0.88%
COM
VTI
0.79%
TOTAL STK MKT
INTC
0.78%
COM
IWM
0.78%
RUSSELL 2000 ETF
DWDP
0.77%
COM
PEP
0.75%
COM
MMM
0.71%
COM
PAYX
0.68%
COM
XLF
0.68%
SBI INT-FINL
VIGI
0.67%
INTL DVD ETF
FDX
0.67%
COM
LMT
0.64%
COM
UPS
0.64%
CL B
SCHF
0.64%
INTL EQTY ETF
NKE
0.64%
CL B
BSV
0.63%
SHORT TRM BOND
UNP
0.61%
COM
GOOG
0.58%
CAP STK CL C
TIP
0.54%
TIPS BD ETF
AMGN
0.51%
COM
KMB
0.5%
COM
USFR
0.45%
BLMBRG FL TRFD
HON
0.44%
COM
CLX
0.43%
COM
CSCO
0.43%
COM
CVS
0.41%
COM
C
0.39%
COM NEW
NUE
0.39%
COM
IP
0.38%
COM
VEA
0.37%
FTSE DEV MKT ETF
BRK.B
0.35%
CL B NEW
XLK
0.34%
TECHNOLOGY
VGSH
0.34%
SHTRM GVT BD ETF
MRK
0.3%
COM
GILD
0.3%
COM
GSK
0.3%
SPONSORED ADR
WMT
0.3%
COM
COP
0.27%
COM
SCHA
0.26%
US SML CAP ETF
FNDF
0.24%
SCHWB FDT INT LG
VCSH
0.24%
SHRT TRM CORP BD
BMY
0.23%
COM
PRU
0.22%
COM
SLB
0.2%
COM
QQQ
0.2%
UNIT SER 1
ABBV
0.19%
COM
SO
0.19%
COM
EMR
0.19%
COM
FFIN
0.17%
COM
DINT
0.17%
SELCT INTL ETF
PG
0.16%
COM
MSFT
0.15%
COM
XLE
0.15%
SBI INT-ENERGY
GE
0.15%
COM
EPD
0.13%
COM
DIA
0.13%
UT SER 1
VOO
0.13%
SHS
AMLP
0.09%
ALERIAN MLP
F
0.09%
COM PAR $0.01
NBR
0.03%
SHS
SBUX
0.62%
COM
CITIGROU...
0.37%
COM
CXP
0.14%
COM NEW