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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
26
1
2
2
0
0
19
1
0
CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings90

Total Value ($x1000)159,544
Activities
New5

Increased25

Unchanged12

Decreased48

Sold Out3

Top 10 Stock Holdingstotal 49.47%
RSP9.23

SCHB8.76

XOM6.53

SHY6.3

SCHO4.94

 
ABTX4.13

SPY3.56

AAPL2.45

COST1.82

VCSH1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
9.23%
GUG S&P500 EQ WT
SCHB
8.76%
US BRD MKT ETF
XOM
6.53%
COM
SHY
6.3%
1-3 YR TR BD ETF
SCHO
4.94%
SHT TM US TRES
ABTX
4.13%
COM
SPY
3.56%
TR UNIT
AAPL
2.45%
COM
COST
1.82%
COM
VCSH
1.75%
SHRT TRM CORP BD
JNJ
1.6%
COM
TJX
1.59%
COM
PFE
1.47%
COM
XLI
1.43%
SBI INT-INDS
BA
1.43%
COM
IJR
1.31%
CORE S&P SCP ETF
DIS
1.29%
COM DISNEY
SBUX
1.24%
COM
NKE
1.24%
CL B
MDY
1.2%
UTSER1 S&PDCRP
GOOGL
1.15%
CAP STK CL A
VV
1.05%
LARGE CAP ETF
BAC
1.04%
COM
VZ
1.03%
COM
VXUS
0.98%
VG TL INTL STK F
DEO
0.97%
SPON ADR NEW
TIP
0.96%
TIPS BD ETF
VTI
0.96%
TOTAL STK MKT
MMM
0.96%
COM
HD
0.96%
COM
DWDP
0.95%
COM
AMZN
0.94%
COM
MINT
0.89%
ENHAN SHRT MAT
BSV
0.88%
SHORT TRM BOND
SCHF
0.84%
INTL EQTY ETF
IP
0.82%
COM
FDX
0.81%
COM
UPS
0.79%
CL B
JPM
0.77%
COM
XLF
0.77%
SBI INT-FINL
FB
0.73%
CL A
LMT
0.69%
COM
PEP
0.69%
COM
CVX
0.68%
COM
T
0.62%
COM
CVS
0.62%
COM
VEA
0.61%
FTSE DEV MKT ETF
GE
0.58%
COM
PAYX
0.58%
COM
GOOG
0.58%
CAP STK CL C
INTC
0.55%
COM
FNDF
0.55%
SCHWB FDT INT LG
UNP
0.51%
COM
KO
0.47%
COM
GSK
0.47%
SPONSORED ADR
AMGN
0.46%
COM
CITIGROU...
0.45%
COM
VGSH
0.43%
SHTRM GVT BD ETF
QQQ
0.43%
UNIT SER 1
NUE
0.43%
COM
HON
0.41%
COM
XLE
0.41%
SBI INT-ENERGY
CLX
0.4%
COM
BRK.B
0.36%
CL B NEW
SLB
0.36%
COM
BMY
0.34%
COM
TGT
0.33%
COM
XLK
0.32%
TECHNOLOGY
GS
0.3%
COM
COP
0.29%
COM
KMB
0.28%
COM
CSCO
0.25%
COM
EEM
0.25%
MSCI EMG MKT ETF
VDE
0.24%
ENERGY ETF
BUD
0.24%
SPONSORED ADR
MRK
0.24%
COM
IWM
0.22%
RUSSELL 2000 ETF
CXP
0.21%
COM NEW
EMR
0.19%
COM
CBI
0.18%
COM
LOW
0.18%
COM
VGK
0.14%
FTSE EUROPE ETF
SCHA
0.14%
US SML CAP ETF
VOO
0.13%
SHS
SCHD
0.13%
US DIVIDEND EQ
DIA
0.13%
UT SER 1
EPD
0.13%
COM
AMLP
0.1%
ALERIAN MLP
F
0.1%
COM PAR $0.01
NBR
0.06%
SHS
RICE
0.31%
COM
UAA
0.15%
CL A
UA/C
0.14%
CL C