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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
69
10
4
2
5
0
48
10
0
CHOATE INVESTMENT ADVISORS

Time Period2018-06-30

Total Holdings226

Total Value ($x1000)1,721,614
Activities
New18

Increased31

Unchanged25

Decreased152

Sold Out23

Top 10 Stock Holdingstotal 66.96%
IVV28.04

USLB8.28

USEQ7.3

IDLB5.89

IJR5.44

 
EEMS4.23

EWJ2.62

EEMV1.83

GEM1.74

SPYX1.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
28.04%
CORE S&P500 ETF
USLB
8.28%
RUSEL 1000 LOW
USEQ
7.3%
RUSL 1000 ENHD
IDLB
5.89%
FTSE INTL LOW
IJR
5.44%
CORE S&P SCP ETF
EEMS
4.23%
EM MKT SM-CP ETF
EWJ
2.62%
MSCI JPN ETF NEW
EEMV
1.83%
EM MK MINVOL ETF
GEM
1.74%
ACTIVEBETA EME
SPYX
1.59%
SP500 FOSL ETF
CCF
1.59%
COM
SPY
1.2%
TR UNIT
XLV
1.14%
SBI HEALTHCARE
EBND
1.12%
BRCLY EM LOCL
MDY
1.11%
UTSER1 S&PDCRP
AAPL
1.03%
COM
DXJ
0.82%
JAPN HEDGE EQT
VGLT
0.82%
LONG-TERM GOV
EQAL
0.71%
RUSEL 1000 EQL
MSFT
0.68%
COM
JPM
0.65%
COM
USMV
0.65%
USA MIN VOL ETF
JNJ
0.61%
COM
XOM
0.61%
COM
PRF
0.61%
FTSE RAFI 1000
INTC
0.58%
COM
BRK.B
0.58%
CL B NEW
XMPT
0.5%
CEF MUN INCOME E
EFA
0.49%
MSCI EAFE ETF
VEA
0.49%
FTSE DEV MKT ETF
PG
0.44%
COM
ABBV
0.43%
COM
AMZN
0.41%
COM
HD
0.41%
COM
PFE
0.39%
COM
ABT
0.38%
COM
ADI
0.34%
COM
GOOGL
0.31%
CAP STK CL A
GOOG
0.3%
CAP STK CL C
CTSH
0.3%
CL A
BRK.A
0.29%
CL A
SXI
0.29%
COM
ADP
0.28%
COM
CSCO
0.27%
COM
IEFA
0.27%
CORE MSCI EAFE
AXP
0.26%
COM
MRK
0.25%
COM
AMGN
0.25%
COM
VOO
0.24%
SHS
MMM
0.24%
COM
UTX
0.24%
COM
GLD
0.24%
GOLD SHS
IEMG
0.23%
CORE MSCI EMKT
MCD
0.21%
COM
BND
0.21%
TOTAL BND MRKT
AFL
0.21%
COM
GIS
0.19%
COM
AMP
0.19%
COM
PRGS
0.19%
COM
VZ
0.19%
COM
XLY
0.18%
SBI CONS DISCR
CVX
0.18%
COM
PEP
0.18%
COM
WFC
0.18%
COM
VIG
0.17%
DIV APP ETF
IWB
0.16%
RUS 1000 ETF
IWM
0.16%
RUSSELL 2000 ETF
ALL
0.15%
COM
XLF
0.15%
SBI INT-FINL
KO
0.14%
COM
BMY
0.13%
COM
GE
0.13%
COM
SPGI
0.13%
COM
VT
0.13%
TT WRLD ST ETF
TJX
0.13%
COM
CELG
0.13%
COM
UNP
0.13%
COM
EEM
0.12%
MSCI EMG MKT ETF
XLI
0.12%
SBI INT-INDS
WBA
0.12%
COM
LLY
0.11%
COM
SWKS
0.11%
COM
SYK
0.1%
COM
GSK
0.1%
SPONSORED ADR
XLP
0.09%
SBI CONS STPLS
NOC
0.09%
COM
NEE
0.09%
COM
IBM
0.09%
COM
DIS
0.09%
COM DISNEY
HOLX
0.08%
COM
IJH
0.08%
CORE S&P MCP ETF
NKE
0.08%
CL B
BA
0.08%
COM
TGT
0.08%
COM
KR
0.08%
COM
GD
0.08%
COM
WMT
0.08%
COM
STZ
0.08%
CL A
COF
0.07%
COM
T
0.07%
COM
CVS
0.07%
COM
DRI
0.07%
COM
VFC
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
HON
0.07%
COM
IVW
0.06%
S&P 500 GRWT ETF
USB
0.06%
COM NEW
ITW
0.06%
COM
IWF
0.06%
RUS 1000 GRW ETF
MA
0.06%
CL A
FISV
0.06%
COM
CMCSA
0.06%
CL A
NVDA
0.06%
COM
LOW
0.06%
COM
KMB
0.06%
COM
CL
0.06%
COM
PKW
0.06%
BUYBACK ACHIEV
VEU
0.05%
ALLWRLD EX US
STT
0.05%
COM
EFG
0.05%
EAFE GRWTH ETF
PNC
0.05%
COM
EMR
0.05%
COM
MCO
0.05%
COM
ACN
0.05%
SHS CLASS A
MTD
0.05%
COM
NSC
0.05%
COM
XLK
0.05%
TECHNOLOGY
ZMH
0.05%
COM
ORCL
0.05%
COM
VSS
0.05%
FTSE SMCAP ETF
ESRX
0.05%
COM
YUM
0.04%
COM
MPC
0.04%
COM
TRV
0.04%
COM
IWD
0.04%
RUS 1000 VAL ETF
FB
0.04%
CL A
MMC
0.04%
COM
BAC
0.04%
COM
DWDP
0.04%
COM
GILD
0.04%
COM
AWF
0.04%
COM
TMO
0.04%
COM
MO
0.04%
COM
MXIM
0.03%
COM
DOV
0.03%
COM
ROP
0.03%
COM
DE
0.03%
COM
CDK GLOB...
0.03%
CALL
BIIB
0.03%
COM
MET
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
EBAY
0.03%
COM
ECL
0.03%
COM
DHR
0.03%
COM
TMK
0.03%
COM
CSX
0.03%
COM
BAX
0.03%
COM
VTI
0.03%
TOTAL STK MKT
BLK
0.03%
COM
SLB
0.03%
COM
PAYX
0.03%
COM
BP
0.03%
SPONSORED ADR
PM
0.03%
COM
UNH
0.03%
COM
YUMC
0.03%
COM
RTN
0.03%
COM NEW
GLW
0.03%
COM
MCK
0.02%
COM
CATH
0.02%
S&P 500 CATHOLIC
TROW
0.02%
COM
SWK
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
TSN
0.02%
CL A
CAT
0.02%
COM
QQQ
0.02%
PUT
APTV
0.02%
SHS
UNM
0.02%
COM
STX
0.02%
SHS
COST
0.02%
COM
NOV
0.02%
COM
CI
0.02%
COM
MKL
0.02%
COM
PEG
0.02%
COM
SDY
0.02%
S&P DIVID ETF
ACWI
0.02%
MSCI ACWI ETF
LMT
0.02%
COM
TILT
0.02%
MORNSTAR USMKT
SCHW
0.02%
COM
ROK
0.02%
COM
COP
0.02%
COM
COL
0.02%
COM
MUR
0.02%
COM
VGT
0.02%
INF TECH ETF
BDX
0.02%
COM
AWK
0.02%
COM
AGN
0.02%
SHS
RDS/A
0.02%
SPONS ADR A
EW
0.02%
COM
IYW
0.02%
U.S. TECH ETF
VTN
0.02%
COM
GS
0.02%
COM
PRU
0.02%
COM
PANW
0.02%
COM
DNB
0.02%
COM
WDAY
0.01%
CL A
APD
0.01%
COM
WM
0.01%
COM
CNCR
0.01%
LONCAR CANCER
MDLZ
0.01%
CL A
ETN
0.01%
SHS
QCOM
0.01%
COM
QDF
0.01%
QUALT DIVD IDX
NVS
0.01%
SPONSORED ADR
ORLY
0.01%
COM
HII
0.01%
COM
FAST
0.01%
COM
TDC
0.01%
COM
MUB
0.01%
NAT AMT FREE BD
PYPL
0.01%
COM
UN
0.01%
N Y SHS NEW
NFLX
0.01%
COM
ILMN
0.01%
COM
DEO
0.01%
SPON ADR NEW
SHY
0.01%
1-3 YR TR BD ETF
VYM
0.01%
HIGH DIV YLD
ZF
0.01%
COM
USLB
7.35%
RUSEL 1000 LOW
USEQ
5.83%
RUSEL 1000 ENH
IDLB
5.61%
FTSE INTL LOW
PRF
2.07%
FTSE RAFI 1000
FDN
1.7%
DJ INTERNT IDX
CGW
1.41%
GUGG S&P GBL WTR
EQAL
0.63%
1000 EQ WHT PT
PKW
0.11%
DYNA BUYBK ACH
IDLV
0.03%
INTL DEV LOWVL
CDK
0.03%
COM
TWX
0.03%
COM NEW
OKTA
0.02%
CL A
QQQ
0.02%
UNIT SER 1
CAH
0.01%
COM
MON
0.01%
COM
D
0.01%
COM
VLO
0.01%
COM
VR
0.01%
COM SHS
EFV
0.01%
EAFE VALUE ETF
RWX
0.01%
DJ INTL RL ETF
ENR
0.01%
COM
LKQ
0.01%
COM
(NOTE)
< 0.01%
NOTE 1/2