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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.
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Value
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Growth
21
1
2
1
0
0
11
1
0
CONNECTICUT WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings73

Total Value ($x1000)230,141
Activities
New8

Increased25

Unchanged7

Decreased33

Sold Out4

Top 10 Stock Holdingstotal 80.75%
VOOV23.13

VOOG16.43

IJH12.53

IJR9.43

IEFA8.97

 
IEMG3.94

VB2.03

VTI1.54

ICSH1.39

VO1.36

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOOV
23.13%
500 VAL IDX FD
VOOG
16.43%
500 GRTH IDX F
IJH
12.53%
CORE S&P MCP ETF
IJR
9.43%
CORE S&P SCP ETF
IEFA
8.97%
CORE MSCI EAFE
IEMG
3.94%
CORE MSCI EMKT
VB
2.03%
SMALL CP ETF
VTI
1.54%
TOTAL STK MKT
ICSH
1.39%
LIQUID INC ETF
VO
1.36%
MID CAP ETF
VOO
1.19%
SHS
VEU
1.07%
ALLWRLD EX US
ESGE
1.02%
MSCI EM ESG SE
SDY
0.93%
S&P DIVID ETF
UTX
0.75%
COM
ESGD
0.73%
MSCI EAFE ESG
BA
0.69%
COM
IVE
0.61%
S&P 500 VAL ETF
BOND
0.61%
TOTL RETN ETF
UNP
0.53%
COM
VUG
0.52%
GROWTH ETF
AAPL
0.49%
COM
IVV
0.44%
CORE S&P500 ETF
SMG
0.42%
CL A
VV
0.42%
LARGE CAP ETF
BAC
0.39%
COM
HD
0.38%
COM
PG
0.37%
COM
IBM
0.36%
COM
MSFT
0.35%
COM
XOM
0.34%
COM
TFX
0.34%
COM
VEA
0.29%
FTSE DEV MKT ETF
JPM
0.28%
COM
JNJ
0.26%
COM
TJX
0.25%
COM
EFA
0.24%
MSCI EAFE ETF
BSV
0.22%
SHORT TRM BOND
T
0.22%
COM
TRV
0.2%
COM
INTC
0.2%
COM
CI
0.19%
COM
MMM
0.18%
COM
IWO
0.17%
RUS 2000 GRW ETF
FLOT
0.17%
FLTG RATE BD ETF
CSX
0.16%
COM
HUBB
0.16%
COM
APD
0.15%
COM
CL
0.15%
COM
IWN
0.15%
RUS 2000 VAL ETF
MKC
0.15%
COM NON VTG
BND
0.14%
TOTAL BND MRKT
CSCO
0.14%
COM
IYJ
0.14%
U.S. INDS ETF
IWV
0.13%
RUSSELL 3000 ETF
IVW
0.13%
S&P 500 GRWT ETF
AMZN
0.13%
COM
MUB
0.12%
NAT AMT FREE BD
FB
0.12%
CL A
PEP
0.12%
COM
V
0.12%
COM CL A
RSP
0.12%
S&P500 EQL WGT
HIG
0.11%
COM
GD
0.11%
COM
CVX
0.11%
COM
VMBS
0.11%
MORTG-BACK SEC
DIS
0.1%
COM DISNEY
GE
0.1%
COM
VTV
0.1%
VALUE ETF
NKE
0.09%
CL B
BMY
0.09%
COM
VZ
0.09%
COM
JPS
0.05%
COM
CI
0.21%
COM
QCOM
0.11%
COM
BRK.B
0.1%
CL B NEW
C
0.1%
COM NEW