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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
33
1
3
2
0
0
18
0
0
CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings97

Total Value ($x1000)165,694
Activities
New6

Increased39

Unchanged18

Decreased34

Sold Out1

Top 10 Stock Holdingstotal 47.38%
RSP8.84

SCHB8.62

SHY5.61

XOM5.26

SPY5.03

 
SCHO4.42

ABTX3.48

AAPL2.29

VV2

MDY1.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
8.84%
S&P500 EQL WGT
SCHB
8.62%
US BRD MKT ETF
SHY
5.61%
1-3 YR TR BD ETF
XOM
5.26%
COM
SPY
5.03%
TR UNIT
SCHO
4.42%
SHT TM US TRES
ABTX
3.48%
COM
AAPL
2.29%
COM
VV
2%
LARGE CAP ETF
MDY
1.83%
UTSER1 S&PDCRP
COST
1.76%
COM
VXUS
1.71%
VG TL INTL STK F
TJX
1.67%
COM
SHV
1.58%
SHRT TRS BD ETF
NEAR
1.57%
SHT MAT BD ETF
PFE
1.56%
COM
DIS
1.55%
COM DISNEY
BA
1.37%
COM
IJR
1.36%
CORE S&P SCP ETF
XLI
1.35%
SBI INT-INDS
JNJ
1.34%
COM
VZ
1.22%
COM
AMZN
1.22%
COM
KO
1.17%
COM
MINT
1.06%
ENHAN SHRT MAT
GOOGL
1.03%
CAP STK CL A
VTI
1.02%
TOTAL STK MKT
HD
0.98%
COM
TOTL
0.96%
SPDR TR TACTIC
T
0.96%
COM
BAC
0.93%
COM
JPM
0.92%
COM
CVX
0.91%
COM
PEP
0.77%
COM
IWM
0.77%
RUSSELL 2000 ETF
LMT
0.74%
COM
INTC
0.73%
COM
VIGI
0.7%
INTL DVD ETF
DEO
0.7%
SPON ADR NEW
XLF
0.7%
SBI INT-FINL
PAYX
0.7%
COM
NKE
0.66%
CL B
UPS
0.63%
CL B
SCHF
0.62%
INTL EQTY ETF
BSV
0.61%
SHORT TRM BOND
MMM
0.6%
COM
UNP
0.6%
COM
FDX
0.59%
COM
GOOG
0.53%
CAP STK CL C
TIP
0.53%
TIPS BD ETF
AMGN
0.5%
COM
HON
0.45%
COM
CVS
0.44%
COM
CSCO
0.44%
COM
C
0.43%
COM NEW
USFR
0.43%
BLMBRG FL TRFD
CLX
0.42%
COM
KMB
0.38%
COM
VEA
0.37%
FTSE DEV MKT ETF
WMT
0.36%
COM
LEG
0.35%
COM
NUE
0.35%
COM
DD
0.34%
COM
VGSH
0.34%
SHTRM GVT BD ETF
BRK.B
0.34%
CL B NEW
XLK
0.33%
TECHNOLOGY
QQQ
0.33%
UNIT SER 1
IP
0.32%
COM
GILD
0.31%
COM
DOW
0.31%
COM
MRK
0.29%
COM
GSK
0.28%
SPONSORED ADR
SCHA
0.28%
US SML CAP ETF
SLB
0.27%
COM
COP
0.24%
COM
PRU
0.24%
COM
VCSH
0.23%
SHRT TRM CORP BD
FNDF
0.23%
SCHWB FDT INT LG
BMY
0.2%
COM
ABBV
0.19%
COM
SO
0.19%
COM
EMR
0.17%
COM
MSFT
0.17%
COM
PG
0.17%
COM
FFIN
0.15%
COM
DINT
0.15%
SELCT INTL ETF
GE
0.14%
COM
XLE
0.14%
SBI INT-ENERGY
EPD
0.13%
COM
DIA
0.13%
UT SER 1
VOO
0.13%
SHS
EEM
0.13%
MSCI EMG MKT ETF
CTVA
0.12%
COM
IBM
0.12%
COM
F
0.1%
COM PAR $0.01
AMLP
0.09%
ALERIAN MLP
NBR
0.02%
SHS
DWDP
0.77%
COM