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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.
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Large
Value
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Growth
26
1
3
2
0
0
18
1
0
CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC

Time Period2018-03-31

Total Holdings86

Total Value ($x1000)148,859
Activities
New2

Increased17

Unchanged6

Decreased61

Sold Out6

Top 10 Stock Holdingstotal 49.47%
SCHB8.82

RSP8.61

SHY6.53

XOM6.05

SCHO5.78

 
ABTX4.54

SPY3.24

AAPL2.42

COST1.77

MINT1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
8.82%
US BRD MKT ETF
RSP
8.61%
GUG S&P500 EQ WT
SHY
6.53%
1-3 YR TR BD ETF
XOM
6.05%
COM
SCHO
5.78%
SHT TM US TRES
ABTX
4.54%
COM
SPY
3.24%
TR UNIT
AAPL
2.42%
COM
COST
1.77%
COM
MINT
1.71%
ENHAN SHRT MAT
VCSH
1.69%
SHRT TRM CORP BD
TJX
1.64%
COM
BA
1.58%
COM
XLI
1.54%
SBI INT-INDS
JNJ
1.53%
COM
PFE
1.51%
COM
IJR
1.46%
CORE S&P SCP ETF
NKE
1.34%
CL B
SBUX
1.32%
COM
MDY
1.26%
UTSER1 S&PDCRP
DIS
1.23%
COM DISNEY
VV
1.1%
LARGE CAP ETF
AMZN
1.08%
COM
VXUS
1.06%
VG TL INTL STK F
GOOGL
1.06%
CAP STK CL A
BAC
1.05%
COM
TIP
1.01%
TIPS BD ETF
VZ
1.01%
COM
DEO
0.95%
SPON ADR NEW
SCHF
0.93%
INTL EQTY ETF
DWDP
0.91%
COM
BSV
0.91%
SHORT TRM BOND
VTI
0.9%
TOTAL STK MKT
MMM
0.89%
COM
HD
0.85%
COM
JPM
0.81%
COM
XLF
0.8%
SBI INT-FINL
FDX
0.76%
COM
IP
0.75%
COM
LMT
0.73%
COM
UPS
0.73%
CL B
PEP
0.68%
COM
VEA
0.64%
FTSE DEV MKT ETF
CVX
0.64%
COM
FFIN
0.62%
COM
INTC
0.61%
COM
GOOG
0.57%
CAP STK CL C
PAYX
0.54%
COM
FNDF
0.53%
SCHWB FDT INT LG
UNP
0.53%
COM
GSK
0.51%
SPONSORED ADR
AMGN
0.48%
COM
VGSH
0.48%
SHTRM GVT BD ETF
KO
0.45%
COM
CITIGROU...
0.44%
COM
T
0.44%
COM
CVS
0.44%
COM
NUE
0.42%
COM
HON
0.42%
COM
GE
0.41%
COM
BMY
0.37%
COM
BRK.B
0.37%
CL B NEW
CLX
0.37%
COM
XLE
0.37%
SBI INT-ENERGY
SLB
0.36%
COM
TGT
0.35%
COM
XLK
0.32%
TECHNOLOGY
KMB
0.31%
COM
COP
0.31%
COM
QQQ
0.27%
UNIT SER 1
IWM
0.26%
RUSSELL 2000 ETF
CSCO
0.26%
COM
EEM
0.24%
MSCI EMG MKT ETF
WMT
0.24%
COM
VDE
0.23%
ENERGY ETF
CXP
0.2%
COM NEW
BUD
0.2%
SPONSORED ADR
EMR
0.2%
COM
SCHA
0.19%
US SML CAP ETF
LOW
0.16%
COM
VGK
0.15%
FTSE EUROPE ETF
CBI
0.14%
COM
MRK
0.14%
COM
F
0.1%
COM PAR $0.01
AMLP
0.09%
ALERIAN MLP
NBR
0.06%
SHS
FB
0.73%
CL A
GS
0.3%
COM
VOO
0.13%
SHS
SCHD
0.13%
US DIVIDEND EQ
DIA
0.13%
UT SER 1
EPD
0.13%
COM