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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
25
1
3
2
0
0
18
0
0
CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings89

Total Value ($x1000)162,953
Activities
New3

Increased35

Unchanged17

Decreased34

Sold Out1

Top 10 Stock Holdingstotal 49.92%
SCHB9.17

RSP8.77

XOM6.4

SHY5.85

SCHO5.02

 
ABTX4.38

SPY3.22

AAPL2.77

MINT2.41

TJX1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
9.17%
US BRD MKT ETF
RSP
8.77%
S&P500 EQL WGT
XOM
6.4%
COM
SHY
5.85%
1-3 YR TR BD ETF
SCHO
5.02%
SHT TM US TRES
ABTX
4.38%
COM
SPY
3.22%
TR UNIT
AAPL
2.77%
COM
MINT
2.41%
ENHAN SHRT MAT
TJX
1.93%
COM
COST
1.93%
COM
PFE
1.69%
COM
BA
1.6%
COM
IJR
1.53%
CORE S&P SCP ETF
VCSH
1.52%
SHRT TRM CORP BD
JNJ
1.49%
COM
XLI
1.48%
SBI INT-INDS
VV
1.34%
LARGE CAP ETF
DIS
1.33%
COM DISNEY
MDY
1.31%
UTSER1 S&PDCRP
GOOGL
1.16%
CAP STK CL A
AMZN
1.15%
COM
VXUS
1.1%
VG TL INTL STK F
VZ
1.02%
COM
KO
0.97%
COM
VTI
0.94%
TOTAL STK MKT
BAC
0.93%
COM
HD
0.91%
COM
SCHF
0.88%
INTL EQTY ETF
TIP
0.88%
TIPS BD ETF
SBUX
0.88%
COM
DWDP
0.87%
COM
MMM
0.87%
COM
DEO
0.86%
SPON ADR NEW
BSV
0.81%
SHORT TRM BOND
JPM
0.81%
COM
UPS
0.76%
CL B
XLF
0.74%
SBI INT-FINL
FDX
0.73%
COM
LMT
0.7%
COM
IP
0.65%
COM
PEP
0.65%
COM
NKE
0.63%
CL B
CVX
0.62%
COM
PAYX
0.6%
COM
UNP
0.59%
COM
GOOG
0.59%
CAP STK CL C
VEA
0.55%
FTSE DEV MKT ETF
INTC
0.54%
COM
AMGN
0.54%
COM
T
0.49%
COM
CVS
0.49%
COM
FNDF
0.47%
SCHWB FDT INT LG
GSK
0.46%
SPONSORED ADR
VGSH
0.45%
SHTRM GVT BD ETF
HON
0.44%
COM
CITIGROU...
0.42%
COM
USFR
0.41%
BLMBRG FL TRFD
NUE
0.41%
COM
CLX
0.39%
COM
XLE
0.36%
SBI INT-ENERGY
BRK.B
0.36%
CL B NEW
GILD
0.35%
COM
COP
0.34%
COM
XLK
0.34%
TECHNOLOGY
BMY
0.34%
COM
SLB
0.32%
COM
KMB
0.3%
COM
CSCO
0.28%
COM
SCHA
0.28%
US SML CAP ETF
GE
0.27%
COM
IWM
0.26%
RUSSELL 2000 ETF
FFIN
0.25%
COM
WMT
0.24%
COM
VDE
0.23%
ENERGY ETF
EEM
0.2%
MSCI EMG MKT ETF
BUD
0.2%
SPONSORED ADR
EMR
0.2%
COM
MRK
0.17%
COM
CXP
0.17%
COM NEW
QQQ
0.15%
UNIT SER 1
EPD
0.14%
COM
VOO
0.13%
SHS
DIA
0.13%
UT SER 1
SCHD
0.13%
US DIVIDEND EQ
DINT
0.12%
SELCT INTL ETF
AMLP
0.09%
ALERIAN MLP
F
0.09%
COM PAR $0.01
NBR
0.05%
SHS
TGT
0.36%
COM