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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
7
0
1
CB T WEALTH MANAGEMENT

Time Period2017-12-31

Total Holdings51

Total Value ($x1000)92,665
Activities
New3

Increased21

Unchanged12

Decreased15

Sold Out2

Top 10 Stock Holdingstotal 84.03%
MMM25.48

IWF14.84

IWD14.57

EFA6.66

IWO5.44

 
IWN4.72

IWP3.76

IWS3.67

SPY3.19

IWB1.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MMM
25.48%
COM
IWF
14.84%
RUS 1000 GRW ETF
IWD
14.57%
RUS 1000 VAL ETF
EFA
6.66%
MSCI EAFE ETF
IWO
5.44%
RUS 2000 GRW ETF
IWN
4.72%
RUS 2000 VAL ETF
IWP
3.76%
RUS MD CP GR ETF
IWS
3.67%
RUS MDCP VAL ETF
SPY
3.19%
TR UNIT
IWB
1.7%
RUS 1000 ETF
XOM
1.01%
COM
MSFT
0.78%
COM
IJR
0.76%
CORE S&P SCP ETF
CLNS
0.7%
COM
IWV
0.66%
RUSSELL 3000 ETF
SPLV
0.63%
S&P500 LOW VOL
JNJ
0.59%
COM
IWM
0.59%
RUSSELL 2000 ETF
IJK
0.58%
S&P MC 400GR ETF
PFE
0.57%
COM
PG
0.51%
COM
DVY
0.5%
SELECT DIVID ETF
MCD
0.4%
COM
T
0.39%
COM
DWDP
0.38%
COM
IJJ
0.37%
S&P MC 400VL ETF
MTN
0.37%
COM
SDY
0.36%
S&P DIVID ETF
AAPL
0.35%
COM
TXN
0.34%
COM
KO
0.33%
COM
ABT
0.32%
COM
CVX
0.32%
COM
FDX
0.32%
COM
BMY
0.31%
COM
JPM
0.3%
COM
INTC
0.3%
COM
IVW
0.28%
S&P 500 GRWT ETF
VTV
0.26%
VALUE ETF
IVV
0.25%
CORE S&P500 ETF
WFC
0.25%
COM
PEP
0.25%
COM
IBM
0.24%
COM
MON
0.24%
COM
TGT
0.24%
COM
GOOG
0.24%
CAP STK CL C
GE
0.23%
COM
SRE
0.22%
COM
IWR
0.22%
RUS MID-CAP ETF
FUTUREON...
< 0.01%
COM
PVAXX LI...
< 0.01%
COM
GIS
0.27%
COM
UNH
0.25%
COM