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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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20
1
2
1
0
0
11
1
0
CONNECTICUT WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings69

Total Value ($x1000)291,896
Activities
New2

Increased33

Unchanged8

Decreased26

Sold Out6

Top 10 Stock Holdingstotal 83.35%
VOOV21.2

IEFA15.68

VOOG14.92

IJH11.82

IJR9.84

 
DGRO4.67

VB1.48

VTI1.38

ICSH1.22

VO1.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOOV
21.2%
500 VAL IDX FD
IEFA
15.68%
CORE MSCI EAFE
VOOG
14.92%
500 GRTH IDX F
IJH
11.82%
CORE S&P MCP ETF
IJR
9.84%
CORE S&P SCP ETF
DGRO
4.67%
CORE DIV GRWTH
VB
1.48%
SMALL CP ETF
VTI
1.38%
TOTAL STK MKT
ICSH
1.22%
LIQUID INC ETF
VO
1.14%
MID CAP ETF
VOO
1.06%
SHS
VEU
0.92%
ALLWRLD EX US
ESGE
0.92%
MSCI EM ESG SE
SDY
0.79%
S&P DIVID ETF
UTX
0.71%
COM
BA
0.69%
COM
ESGD
0.66%
MSCI EAFE ESG
UNP
0.51%
COM
AAPL
0.5%
COM
SMG
0.5%
CL A
VUG
0.48%
GROWTH ETF
IEMG
0.45%
CORE MSCI EMKT
MSFT
0.37%
COM
IVV
0.36%
CORE S&P500 ETF
VV
0.36%
LARGE CAP ETF
IVE
0.35%
S&P 500 VAL ETF
IBM
0.34%
COM
BAC
0.34%
COM
PG
0.34%
COM
HD
0.33%
COM
TFX
0.31%
COM
XOM
0.3%
COM
JPM
0.25%
COM
TJX
0.23%
COM
JNJ
0.22%
COM
EFA
0.21%
MSCI EAFE ETF
VEA
0.18%
FTSE DEV MKT ETF
T
0.18%
COM
INTC
0.18%
COM
BSV
0.18%
SHORT TRM BOND
CSX
0.18%
COM
BOND
0.17%
TOTL RETN ETF
IWO
0.16%
RUS 2000 GRW ETF
V
0.16%
COM CL A
MMM
0.15%
COM
HUBB
0.15%
COM
CSCO
0.14%
COM
APD
0.14%
COM
FLOT
0.14%
FLTG RATE BD ETF
AMZN
0.14%
COM
CL
0.13%
COM
IWN
0.13%
RUS 2000 VAL ETF
CI
0.12%
COM
MKC
0.12%
COM NON VTG
IYJ
0.12%
U.S. INDS ETF
IVW
0.12%
S&P 500 GRWT ETF
TRV
0.11%
COM
CVX
0.11%
COM
FB
0.11%
CL A
PEP
0.11%
COM
HIG
0.1%
COM
GE
0.1%
COM
NKE
0.1%
CL B
GD
0.1%
COM
VTV
0.08%
VALUE ETF
VZ
0.07%
COM
GOOGL
0.07%
CAP STK CL A
BND
0.07%
TOTAL BND MRKT
JPS
0.05%
COM
IWV
0.13%
RUSSELL 3000 ETF
MUB
0.12%
NAT AMT FREE BD
RSP
0.12%
S&P500 EQL WGT
VMBS
0.11%
MORTG-BACK SEC
DIS
0.1%
COM DISNEY
BMY
0.09%
COM