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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
48
4
14
2
2
0
32
6
8
D SCOTT NEAL INC

Time Period2018-03-31

Total Holdings178

Total Value ($x1000)176,106
Activities
New17

Increased16

Unchanged122

Decreased23

Sold Out9

Top 10 Stock Holdingstotal 83.09%
MDY17.9

IWM12.37

VWO9.39

CIU8.93

QQQ8.62

 
VYM6.3

IEF6.23

SPY5.32

EFA4.63

FLRN3.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MDY
17.9%
UTSER1 S&PDCRP
IWM
12.37%
RUSSELL 2000 ETF
VWO
9.39%
FTSE EMR MKT ETF
CIU
8.93%
INTERM CR BD ETF
QQQ
8.62%
UNIT SER 1
VYM
6.3%
HIGH DIV YLD
IEF
6.23%
7-10 Y TR BD ETF
SPY
5.32%
TR UNIT
EFA
4.63%
MSCI EAFE ETF
FLRN
3.4%
INV GRD FLT RT
IVV
1.82%
CORE S&P500 ETF
MTUM
1.25%
MSCI USAMOMFCT
QUAL
1.04%
MSCI USA QLT FAC
SCHG
0.96%
US LCAP GR ETF
THRK
0.75%
RUSSELL 3000 ETF
GMM
0.72%
EMERG MKTS ETF
UWM
0.72%
PSHS ULTRUSS2000
CAT
0.67%
COM
SCHX
0.66%
US LRG CAP ETF
SCHB
0.65%
US BRD MKT ETF
SSO
0.58%
PSHS ULT S&P 500
QLD
0.58%
PSHS ULTRA QQQ
SCHE
0.49%
EMRG MKTEQ ETF
BSCK
0.3%
GUG BULL2020 E
IBM
0.25%
COM
SDS
0.24%
ULTRASHRT S&P500
PFE
0.22%
COM
BBT
0.2%
COM
PM
0.18%
COM
IJH
0.17%
CORE S&P MCP ETF
ANET
0.16%
COM
PG
0.15%
COM
AAPL
0.14%
COM
RSCO
0.14%
SM CAP COMPLETE
DVY
0.13%
SELECT DIVID ETF
ABBV
0.12%
COM
MO
0.12%
COM
GE
0.11%
COM
FTY
0.11%
REAL EST 50 ETF
CSCO
0.11%
COM
TWOK
0.11%
SPDR RUSSEL 2000
AMZN
0.1%
COM
CVX
0.1%
COM
INTC
0.09%
COM
JNJ
0.09%
COM
XOM
0.09%
COM
MSFT
0.09%
COM
NVDA
0.09%
COM
WPC
0.09%
COM
KO
0.08%
COM
SPLK
0.08%
COM
ALXN
0.08%
COM
TSLA
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
HD
0.06%
COM
GOOG
0.06%
CAP STK CL C
MDLZ
0.06%
CL A
BTI
0.06%
SPONSORED ADR
CL
0.06%
COM
WMT
0.05%
COM
PEP
0.05%
COM
VNQ
0.05%
REIT ETF
ABT
0.05%
COM
MMS
0.05%
COM
PNC
0.04%
COM
ED
0.04%
COM
DIS
0.04%
COM DISNEY
XLP
0.04%
SBI CONS STPLS
ICE
0.04%
COM
MU
0.04%
COM
ORCL
0.04%
COM
MCD
0.04%
COM
AMT
0.03%
COM
SBUX
0.03%
COM
AHS
0.03%
COM
USB
0.03%
COM NEW
CBRL
0.03%
COM
JPM
0.03%
COM
KHC
0.03%
COM
KMB
0.03%
COM
ALL
0.03%
COM
Z
0.03%
CL C CAP STK
IWF
0.03%
RUS 1000 GRW ETF
XBI
0.02%
S&P BIOTECH
GILD
0.02%
COM
AMAT
0.02%
COM
NEE
0.02%
COM
SFNC
0.02%
CL A $1 PAR
HON
0.02%
COM
IBKR
0.02%
COM
MMM
0.02%
COM
BSX
0.02%
COM
ISRG
0.02%
COM NEW
GLD
0.02%
GOLD SHS
CTSH
0.02%
CL A
CMG
0.02%
COM
PYPL
0.02%
COM
DK
0.02%
COM
BRK.B
0.02%
CL B NEW
EA
0.02%
COM
VVC
0.02%
COM
AVGO
0.02%
SHS
BIIB
0.02%
COM
MRK
0.02%
COM
EMR
0.02%
COM
CSX
0.02%
COM
FB
0.01%
CL A
TMUS
0.01%
COM
APD
0.01%
COM
AMTD
0.01%
COM
FISV
0.01%
COM
VMI
0.01%
COM
ITW
0.01%
COM
CERN
0.01%
COM
CDL
0.01%
CEMP US LARGE CA
EBAY
0.01%
COM
ADP
0.01%
COM
MPC
0.01%
COM
PRU
0.01%
COM
WFC
0.01%
COM
T
0.01%
COM
CXP
0.01%
COM NEW
DAL
0.01%
COM NEW
DFS
0.01%
COM
VZ
0.01%
COM
BP
0.01%
SPONSORED ADR
ZTS
0.01%
CL A
TPX
0.01%
COM
UAA
< 0.01%
CL A
ZG
< 0.01%
CL A
GT
< 0.01%
COM
MS
< 0.01%
COM NEW
YUM
< 0.01%
COM
WWWW
< 0.01%
COM
CMCSA
< 0.01%
CL A
CHTR
< 0.01%
CL A
FEYE
< 0.01%
COM
BMY
< 0.01%
COM
VGT
< 0.01%
INF TECH ETF
AFL
< 0.01%
COM
FDX
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
WMB
< 0.01%
COM
BSCN
< 0.01%
2023 CORP BOND
MCK
< 0.01%
COM
REGN
< 0.01%
COM
IP
< 0.01%
COM
NDLS
< 0.01%
CL A
MRO
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
HYH
< 0.01%
COM
VSM
< 0.01%
COM
YUMC
< 0.01%
COM
SSYS
< 0.01%
SHS
SYMC
< 0.01%
COM
SWM
< 0.01%
COM
AEE
< 0.01%
COM
RTN
< 0.01%
COM NEW
BC
< 0.01%
COM
DVMT
< 0.01%
COM CL V
SCHA
< 0.01%
US SML CAP ETF
WPX
< 0.01%
COM
RZV
< 0.01%
GUG S&P SC600 PV
UNIT
< 0.01%
COM
CWI
< 0.01%
MSCI ACWI EXUS
SLYV
< 0.01%
S&P 600 SMCP VAL
SJNK
< 0.01%
SHT TRM HGH YLD
CTB
< 0.01%
COM
FTR
< 0.01%
COM NEW
SCHR
< 0.01%
INTRM TRM TRES
SCHF
< 0.01%
INTL EQTY ETF
BHF
< 0.01%
COM
SDOG
< 0.01%
SECTR DIV DOGS
X
< 0.01%
COM
CHK
< 0.01%
COM
WIN
< 0.01%
COM NEW
LE
< 0.01%
COM
VRTV
< 0.01%
COM
ITR
1.84%
INTR TRM CORP BD
IYR
1.7%
U.S. REAL ES ETF
SCHH
0.32%
US REIT ETF
CSL
0.05%
COM
ECL
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
INCY
0.01%
COM
PCRX
0.01%
COM
BIVV
< 0.01%
COM