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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
18
0
0
1
0
0
10
0
1
CB T WEALTH MANAGEMENT

Time Period2018-03-31

Total Holdings55

Total Value ($x1000)92,471
Activities
New5

Increased31

Unchanged7

Decreased12

Sold Out1

Top 10 Stock Holdingstotal 83.91%
MMM23.79

IWF15.2

IWD14.82

EFA6.96

IWO5.63

 
IWN4.9

IWP3.81

IWS3.77

SPY3.26

IWB1.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MMM
23.79%
COM
IWF
15.2%
RUS 1000 GRW ETF
IWD
14.82%
RUS 1000 VAL ETF
EFA
6.96%
MSCI EAFE ETF
IWO
5.63%
RUS 2000 GRW ETF
IWN
4.9%
RUS 2000 VAL ETF
IWP
3.81%
RUS MD CP GR ETF
IWS
3.77%
RUS MDCP VAL ETF
SPY
3.26%
TR UNIT
IWB
1.77%
RUS 1000 ETF
XOM
0.9%
COM
IWV
0.81%
RUSSELL 3000 ETF
IJR
0.76%
CORE S&P SCP ETF
IWM
0.66%
RUSSELL 2000 ETF
SPLV
0.66%
S&P500 LOW VOL
PFE
0.57%
COM
MSFT
0.57%
COM
JNJ
0.56%
COM
IJK
0.55%
S&P MC 400GR ETF
DVY
0.51%
SELECT DIVID ETF
PG
0.45%
COM
T
0.39%
COM
SDY
0.38%
S&P DIVID ETF
CLNS
0.36%
COM
AAPL
0.36%
COM
MTN
0.36%
COM
INTC
0.35%
COM
IJJ
0.34%
S&P MC 400VL ETF
KO
0.33%
COM
MCD
0.32%
COM
JPM
0.32%
COM
FDX
0.31%
COM
ABT
0.31%
COM
CVX
0.31%
COM
IVW
0.29%
S&P 500 GRWT ETF
DWDP
0.27%
COM
AMZN
0.27%
COM
BMY
0.26%
COM
TGT
0.26%
COM
IBM
0.26%
COM
VTV
0.26%
VALUE ETF
MON
0.25%
COM
IVV
0.25%
CORE S&P500 ETF
GOOG
0.24%
CAP STK CL C
TXN
0.24%
COM
PEP
0.23%
COM
V
0.23%
COM CL A
WFC
0.23%
COM
DIS
0.22%
COM DISNEY
CSCO
0.22%
COM
BRK.B
0.22%
CL B NEW
IWR
0.22%
RUS MID-CAP ETF
GE
0.2%
COM
FUTUREON...
< 0.01%
CS
PVAXX LI...
< 0.01%
CS
SRE
0.22%
COM