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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
37
3
2
3
2
0
28
4
0
CONFLUENCE WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings124

Total Value ($x1000)210,775
Activities
New6

Increased22

Unchanged16

Decreased80

Sold Out3

Top 10 Stock Holdingstotal 48.71%
IVV9.05

MDY8.16

EFA5.23

AGG4.97

BNDX4.24

 
SPY4.09

IWR4.05

EEM3.13

SCHZ2.92

IWM2.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.05%
CORE S&P500 ETF
MDY
8.16%
UTSER1 S&PDCRP
EFA
5.23%
MSCI EAFE ETF
AGG
4.97%
CORE TOTUSBD ETF
BNDX
4.24%
INTL BD IDX ETF
SPY
4.09%
TR UNIT
IWR
4.05%
RUS MID-CAP ETF
EEM
3.13%
MSCI EMG MKT ETF
SCHZ
2.92%
US AGGREGATE B
IWM
2.87%
RUSSELL 2000 ETF
QDF
2.76%
QUALT DIVD IDX
GVI
1.52%
INTRM GOV/CR ETF
SCHA
1.43%
US SML CAP ETF
AAPL
1.35%
COM
USB
1.33%
COM NEW
SUB
1.26%
SHT NTLAMTFR ETF
BSV
1.2%
SHORT TRM BOND
VTI
1.12%
TOTAL STK MKT
VWO
0.96%
FTSE EMR MKT ETF
IJJ
0.96%
S&P MC 400VL ETF
BA
0.93%
COM
IWF
0.93%
RUS 1000 GRW ETF
JPM
0.89%
COM
FB
0.8%
CL A
HD
0.74%
COM
SCHO
0.73%
SHT TM US TRES
GOOGL
0.72%
CAP STK CL A
BSCJ
0.72%
GUG BULL2019 E
SBUX
0.71%
COM
TMO
0.71%
COM
NKE
0.7%
CL B
SCHE
0.69%
EMRG MKTEQ ETF
MUB
0.67%
NAT AMT FREE BD
MSFT
0.66%
COM
ACN
0.66%
SHS CLASS A
HON
0.65%
COM
ISRG
0.64%
COM NEW
ICE
0.63%
COM
AET
0.61%
COM
PCLN
0.6%
COM NEW
DBEF
0.59%
XTRAK MSCI EAFE
NEE
0.58%
COM
HEFA
0.57%
HDG MSCI EAFE
WFC
0.56%
COM
VZ
0.55%
COM
COST
0.54%
COM
VLO
0.52%
COM
STZ
0.52%
CL A
NOC
0.52%
COM
FDX
0.51%
COM
INTC
0.5%
COM
AVGO
0.49%
SHS
JNJ
0.47%
COM
DIS
0.46%
COM DISNEY
FISV
0.44%
COM
APD
0.44%
COM
SCHW
0.43%
COM
IVE
0.43%
S&P 500 VAL ETF
BLK
0.41%
COM
MMC
0.4%
COM
PXD
0.39%
COM
V
0.39%
COM CL A
PSA
0.39%
COM
CTXS
0.36%
COM
HAL
0.36%
COM
RCL
0.35%
COM
BIIB
0.35%
COM
BRK.B
0.34%
CL B NEW
MKC
0.34%
COM NON VTG
IWB
0.32%
RUS 1000 ETF
CELG
0.31%
COM
VGK
0.31%
FTSE EUROPE ETF
IWD
0.31%
RUS 1000 VAL ETF
DHR
0.31%
COM
XOM
0.3%
COM
SCHM
0.26%
US MID-CAP ETF
MA
0.25%
CL A
CVS
0.25%
COM
C
0.24%
COM NEW
MMM
0.24%
COM
PEP
0.23%
COM
PG
0.23%
COM
KMB
0.23%
COM
WM
0.23%
COM
LQD
0.23%
IBOXX INV CP ETF
LLY
0.22%
COM
LMT
0.19%
COM
VFH
0.19%
FINANCIALS ETF
BSCI
0.19%
GUG BULL2018 E
MET
0.19%
COM
AMZN
0.19%
COM
T
0.18%
COM
KO
0.18%
COM
IWN
0.18%
RUS 2000 VAL ETF
PSK
0.18%
WELLS FG PFD ETF
AVA
0.18%
COM
BSCK
0.16%
GUG BULL2020 E
EW
0.16%
COM
XLE
0.14%
SBI INT-ENERGY
SCHF
0.14%
INTL EQTY ETF
SYY
0.14%
COM
FIW
0.14%
COM
SMG
0.13%
CL A
MO
0.13%
COM
CA
0.13%
COM
SCHX
0.13%
US LRG CAP ETF
GIS
0.13%
COM
D
0.13%
COM
CVX
0.13%
COM
CMS
0.13%
COM
HAS
0.13%
COM
BSJI
0.12%
GUG BLT2018 HY
ADBE
0.12%
COM
DPS
0.12%
COM
IBM
0.12%
COM
SO
0.12%
COM
SCHD
0.11%
US DIVIDEND EQ
PFE
0.11%
COM
ED
0.11%
COM
CPB
0.1%
COM
NSA
0.1%
COM SHS BEN IN
SH
0.1%
SHORT S&P 500 NE
GE
0.1%
COM
MCN
0.09%
COM
WBA
0.18%
COM
SHM
0.12%
NUVN BR SHT MUNI
MRK
0.1%
COM