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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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26
1
3
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0
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18
0
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CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings87

Total Value ($x1000)155,343
Activities
New6

Increased21

Unchanged16

Decreased44

Sold Out5

Top 10 Stock Holdingstotal 50.35%
SCHB9.01

RSP8.69

XOM6.36

SHY6.18

SCHO5.41

 
ABTX4.79

SPY3.16

AAPL2.44

MINT2.43

COST1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
9.01%
US BRD MKT ETF
RSP
8.69%
S&P500 EQL WGT
XOM
6.36%
COM
SHY
6.18%
1-3 YR TR BD ETF
SCHO
5.41%
SHT TM US TRES
ABTX
4.79%
COM
SPY
3.16%
TR UNIT
AAPL
2.44%
COM
MINT
2.43%
ENHAN SHRT MAT
COST
1.88%
COM
TJX
1.76%
COM
VCSH
1.61%
SHRT TRM CORP BD
IJR
1.55%
CORE S&P SCP ETF
BA
1.52%
COM
PFE
1.47%
COM
XLI
1.43%
SBI INT-INDS
JNJ
1.4%
COM
NKE
1.39%
CL B
MDY
1.32%
UTSER1 S&PDCRP
DIS
1.26%
COM DISNEY
VV
1.23%
LARGE CAP ETF
AMZN
1.15%
COM
GOOGL
1.14%
CAP STK CL A
VXUS
1.01%
VG TL INTL STK F
VZ
0.99%
COM
TIP
0.96%
TIPS BD ETF
BAC
0.95%
COM
DWDP
0.93%
COM
DEO
0.92%
SPON ADR NEW
VTI
0.91%
TOTAL STK MKT
HD
0.9%
COM
SCHF
0.89%
INTL EQTY ETF
BSV
0.85%
SHORT TRM BOND
SBUX
0.81%
COM
MMM
0.78%
COM
JPM
0.76%
COM
XLF
0.74%
SBI INT-FINL
UPS
0.74%
CL B
FDX
0.74%
COM
IP
0.73%
COM
CVX
0.66%
COM
PEP
0.65%
COM
LMT
0.63%
COM
GILD
0.61%
COM
GOOG
0.6%
CAP STK CL C
PAYX
0.59%
COM
INTC
0.59%
COM
VEA
0.58%
FTSE DEV MKT ETF
UNP
0.53%
COM
FNDF
0.5%
SCHWB FDT INT LG
AMGN
0.5%
COM
GSK
0.48%
SPONSORED ADR
CVS
0.46%
COM
VGSH
0.46%
SHTRM GVT BD ETF
KO
0.44%
COM
NUE
0.43%
COM
CITIGROU...
0.4%
COM
HON
0.4%
COM
T
0.4%
COM
XLE
0.38%
SBI INT-ENERGY
GE
0.37%
COM
TGT
0.36%
COM
USFR
0.36%
BLMBRG FL TRFD
CLX
0.36%
COM
SLB
0.35%
COM
BRK.B
0.34%
CL B NEW
COP
0.33%
COM
XLK
0.33%
TECHNOLOGY
BMY
0.31%
COM
KMB
0.29%
COM
IWM
0.28%
RUSSELL 2000 ETF
QQQ
0.27%
UNIT SER 1
CSCO
0.26%
COM
VDE
0.24%
ENERGY ETF
SCHA
0.24%
US SML CAP ETF
WMT
0.23%
COM
EEM
0.21%
MSCI EMG MKT ETF
EMR
0.19%
COM
CXP
0.19%
COM NEW
BUD
0.16%
SPONSORED ADR
FFIN
0.16%
COM
MRK
0.15%
COM
EPD
0.14%
COM
VOO
0.13%
SHS
AMLP
0.1%
ALERIAN MLP
F
0.09%
COM PAR $0.01
NBR
0.05%
SHS
RSP
8.61%
GUG S&P500 EQ WT
QQQ
0.27%
UNIT SER 1
LOW
0.16%
COM
VGK
0.15%
FTSE EUROPE ETF
CBI
0.14%
COM