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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
17
0
0
1
0
0
10
1
1
CB T WEALTH MANAGEMENT

Time Period2018-06-30

Total Holdings55

Total Value ($x1000)81,113
Activities
New5

Increased17

Unchanged11

Decreased22

Sold Out5

Top 10 Stock Holdingstotal 80.73%
IWF17.36

IWD17.07

MMM11.89

EFA7.87

IWO6.36

 
IWN5.71

IWS4.33

IWP4.22

SPY3.83

IWB2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
17.36%
RUS 1000 GRW ETF
IWD
17.07%
RUS 1000 VAL ETF
MMM
11.89%
COM
EFA
7.87%
MSCI EAFE ETF
IWO
6.36%
RUS 2000 GRW ETF
IWN
5.71%
RUS 2000 VAL ETF
IWS
4.33%
RUS MDCP VAL ETF
IWP
4.22%
RUS MD CP GR ETF
SPY
3.83%
TR UNIT
IWB
2.09%
RUS 1000 ETF
XOM
1.15%
COM
IWV
0.96%
RUSSELL 3000 ETF
IJR
0.94%
CORE S&P SCP ETF
DVY
0.85%
SELECT DIVID ETF
IWM
0.8%
RUSSELL 2000 ETF
SPLV
0.77%
S&P500 LOW VOL
MSFT
0.69%
COM
PFE
0.67%
COM
IJK
0.65%
S&P MC 400GR ETF
JNJ
0.61%
COM
PG
0.52%
COM
MTN
0.51%
COM
SCHH
0.49%
US REIT ETF
AAPL
0.44%
COM
SDY
0.44%
S&P DIVID ETF
IJJ
0.41%
S&P MC 400VL ETF
T
0.41%
COM
KO
0.39%
COM
CVX
0.38%
COM
INTC
0.38%
COM
MCD
0.37%
COM
ABT
0.35%
COM
IVW
0.35%
S&P 500 GRWT ETF
JPM
0.34%
COM
TGT
0.34%
COM
FDX
0.33%
COM
AMZN
0.33%
COM
GOOG
0.31%
CAP STK CL C
DWDP
0.3%
COM
TXN
0.29%
COM
IVV
0.29%
CORE S&P500 ETF
VTV
0.29%
VALUE ETF
WFC
0.28%
COM
BMY
0.28%
COM
V
0.28%
COM CL A
IBM
0.27%
COM
DIS
0.27%
COM DISNEY
CMG
0.27%
COM
UNH
0.27%
COM
EOG
0.27%
COM
PEP
0.26%
COM
IWR
0.25%
RUS MID-CAP ETF
GE
0.24%
COM
FUTUREON...
< 0.01%
CS
PVAXX LI...
< 0.01%
CS
SPLV
0.66%
S&P500 LOW VOL
CLNS
0.36%
COM
MON
0.25%
COM
CSCO
0.22%
COM
BRK.B
0.22%
CL B NEW