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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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Small
Growth
26
1
3
2
0
0
19
0
0
CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings84

Total Value ($x1000)139,909
Activities
New3

Increased35

Unchanged7

Decreased39

Sold Out8

Top 10 Stock Holdingstotal 50.49%
SCHB9.66

RSP9.08

SHY5.95

SCHO5.79

XOM5.69

 
ABTX4.03

SPY3.34

NEAR2.81

AAPL2.22

COST1.92

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
9.66%
US BRD MKT ETF
RSP
9.08%
S&P500 EQL WGT
SHY
5.95%
1-3 YR TR BD ETF
SCHO
5.79%
SHT TM US TRES
XOM
5.69%
COM
ABTX
4.03%
COM
SPY
3.34%
TR UNIT
NEAR
2.81%
SHT MAT BD ETF
AAPL
2.22%
COM
COST
1.92%
COM
PFE
1.88%
COM
MINT
1.77%
ENHAN SHRT MAT
TJX
1.76%
COM
VV
1.64%
LARGE CAP ETF
JNJ
1.64%
COM
BA
1.6%
COM
DIS
1.45%
COM DISNEY
IJR
1.41%
CORE S&P SCP ETF
XLI
1.39%
SBI INT-INDS
VZ
1.27%
COM
MDY
1.25%
UTSER1 S&PDCRP
VXUS
1.2%
VG TL INTL STK F
GOOGL
1.15%
CAP STK CL A
KO
1.13%
COM
DEO
1.01%
SPON ADR NEW
AMZN
1.01%
COM
BAC
0.92%
COM
MMM
0.9%
COM
HD
0.9%
COM
JPM
0.85%
COM
DWDP
0.85%
COM
CVX
0.82%
COM
VTI
0.79%
TOTAL STK MKT
PEP
0.75%
COM
XLF
0.73%
SBI INT-FINL
SCHF
0.73%
INTL EQTY ETF
BSV
0.72%
SHORT TRM BOND
UPS
0.68%
CL B
FDX
0.67%
COM
INTC
0.67%
COM
NKE
0.64%
CL B
LMT
0.63%
COM
TIP
0.63%
TIPS BD ETF
PAYX
0.63%
COM
SBUX
0.62%
COM
GOOG
0.59%
CAP STK CL C
AMGN
0.59%
COM
UNP
0.58%
COM
T
0.55%
COM
USFR
0.51%
BLMBRG FL TRFD
VGSH
0.5%
SHTRM GVT BD ETF
IP
0.5%
COM
CLX
0.47%
COM
CVS
0.44%
COM
FNDF
0.44%
SCHWB FDT INT LG
GSK
0.42%
SPONSORED ADR
HON
0.42%
COM
BRK.B
0.4%
CL B NEW
VEA
0.39%
FTSE DEV MKT ETF
NUE
0.39%
COM
KMB
0.39%
COM
CITIGROU...
0.37%
COM
GILD
0.33%
COM
XLK
0.33%
TECHNOLOGY
COP
0.32%
COM
SLB
0.31%
COM
CSCO
0.29%
COM
BMY
0.28%
COM
FFIN
0.28%
COM
WMT
0.28%
COM
SCHA
0.27%
US SML CAP ETF
VCSH
0.27%
SHRT TRM CORP BD
DINT
0.27%
SELCT INTL ETF
IWM
0.26%
RUSSELL 2000 ETF
MRK
0.21%
COM
ABBV
0.2%
COM
EMR
0.19%
COM
XLE
0.16%
SBI INT-ENERGY
MSFT
0.15%
COM
GE
0.15%
COM
CXP
0.14%
COM NEW
AMLP
0.09%
ALERIAN MLP
F
0.08%
COM PAR $0.01
NBR
0.02%
SHS
VDE
0.23%
ENERGY ETF
EEM
0.2%
MSCI EMG MKT ETF
BUD
0.2%
SPONSORED ADR
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