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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
43
4
12
2
3
0
36
9
11
D SCOTT NEAL INC

Time Period2017-09-30

Total Holdings192

Total Value ($x1000)165,820
Activities
New26

Increased31

Unchanged98

Decreased37

Sold Out23

Top 10 Stock Holdingstotal 79.02%
MDY14.54

IWM10.93

VNQ10.47

CIU10.17

IEF8.7

 
SPY8.27

QQQ5.94

EFA3.73

DVY3.73

IYR2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MDY
14.54%
UTSER1 S&PDCRP
IWM
10.93%
RUSSELL 2000 ETF
VNQ
10.47%
REIT ETF
CIU
10.17%
INTERM CR BD ETF
IEF
8.7%
7-10 Y TR BD ETF
SPY
8.27%
TR UNIT
QQQ
5.94%
UNIT SER 1
EFA
3.73%
MSCI EAFE ETF
DVY
3.73%
SELECT DIVID ETF
IYR
2.54%
U.S. REAL ES ETF
IVV
2.53%
CORE S&P500 ETF
VYM
2.18%
HIGH DIV YLD
VCIT
1.78%
INT-TERM CORP
IJH
1.1%
CORE S&P MCP ETF
UWM
0.91%
PSHS ULTRUSS2000
BSCN
0.86%
2023 CORP BOND
BSCH
0.82%
GUGG CRP BD 2017
VB
0.72%
SMALL CP ETF
VTI
0.69%
TOTAL STK MKT
CAT
0.6%
COM
SCHM
0.59%
US MID-CAP ETF
QLD
0.57%
PSHS ULTRA QQQ
SSO
0.57%
PSHS ULT S&P 500
SCHA
0.45%
US SML CAP ETF
BSCK
0.33%
GUG BULL2020 E
SDS
0.29%
ULTRASHRT S&P500
IBM
0.27%
COM
USB
0.24%
COM NEW
VCSH
0.23%
SHRT TRM CORP BD
PM
0.22%
COM
VEU
0.21%
ALLWRLD EX US
BSCI
0.2%
GUG BULL2018 E
BBT
0.19%
COM
CWI
0.19%
MSCI ACWI EXUS
PG
0.18%
COM
ANET
0.13%
COM
MO
0.12%
COM
CVX
0.12%
COM
ABBV
0.12%
COM
AAPL
0.11%
COM
XOM
0.11%
COM
GE
0.11%
COM
ALXN
0.1%
COM
WPC
0.1%
COM
JNJ
0.1%
COM
TSLA
0.1%
COM
INTC
0.1%
COM
SCHX
0.1%
US LRG CAP ETF
KO
0.09%
COM
CSCO
0.09%
COM
PFE
0.08%
COM
MSFT
0.08%
COM
AMZN
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
PEP
0.07%
COM
HD
0.07%
COM
BTI
0.06%
SPONSORED ADR
SPLK
0.06%
COM
CL
0.06%
COM
MDLZ
0.06%
CL A
GOOG
0.06%
CAP STK CL C
WMT
0.05%
COM
ED
0.05%
COM
ABT
0.05%
COM
XLP
0.05%
SBI CONS STPLS
MMS
0.05%
COM
DIS
0.05%
COM DISNEY
BRK.B
0.04%
CL B NEW
PNC
0.04%
COM
ORCL
0.04%
COM
CSL
0.04%
COM
ICE
0.04%
COM
NVDA
0.04%
COM
MCD
0.04%
COM
KHC
0.04%
COM
AMT
0.03%
COM
SBUX
0.03%
COM
MU
0.03%
COM
KMB
0.03%
COM
CBRL
0.03%
COM
AHS
0.03%
COM
GILD
0.03%
COM
DOG
0.03%
PSHS SHORT DOW30
SCHH
0.03%
US REIT ETF
XBI
0.03%
S&P BIOTECH
IWF
0.03%
RUS 1000 GRW ETF
BIV
0.02%
INTERMED TERM
AMAT
0.02%
COM
SFNC
0.02%
CL A $1 PAR
NEE
0.02%
COM
BSX
0.02%
COM
Z
0.02%
CL C CAP STK
HON
0.02%
COM
JPM
0.02%
COM
MRK
0.02%
COM
BIIB
0.02%
COM
MMM
0.02%
COM
CMG
0.02%
COM
GLD
0.02%
GOLD SHS
VVC
0.02%
COM
CTSH
0.02%
CL A
T
0.02%
COM
EA
0.02%
COM
AVGO
0.02%
SHS
ISRG
0.02%
COM NEW
FB
0.02%
CL A
CSX
0.02%
COM
PYPL
0.02%
COM
TMUS
0.02%
COM
EMR
0.02%
COM
VMI
0.01%
COM
IBKR
0.01%
COM
APD
0.01%
COM
FISV
0.01%
COM
CERN
0.01%
COM
DK
0.01%
COM
VZ
0.01%
COM
CHTR
0.01%
CL A
AMTD
0.01%
COM
ADP
0.01%
COM
ITW
0.01%
COM
MKL
0.01%
COM
EBAY
0.01%
COM
WFC
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
TPX
0.01%
COM
CXP
0.01%
COM NEW
MPC
0.01%
COM
AXP
0.01%
COM
INCY
0.01%
COM
WWWW
0.01%
COM
ANTM
0.01%
COM
BND
0.01%
TOTAL BND MRKT
DAL
0.01%
COM NEW
AMGN
0.01%
COM
BP
0.01%
SPONSORED ADR
CMCSA
< 0.01%
CL A
ZTS
< 0.01%
CL A
BSV
< 0.01%
SHORT TRM BOND
PCRX
< 0.01%
COM
UAA
< 0.01%
CL A
LUK
< 0.01%
COM
CEFL
< 0.01%
ETRACS MTH 2XLV
FEYE
< 0.01%
COM
ZG
< 0.01%
CL A
YUM
< 0.01%
COM
VNO
< 0.01%
SH BEN INT
WMB
< 0.01%
COM
GLPI
< 0.01%
COM
RLGY
< 0.01%
COM
ORC
< 0.01%
COM
SLB
< 0.01%
COM
VGT
< 0.01%
INF TECH ETF
SYMC
< 0.01%
COM
MCK
< 0.01%
COM
CLM
< 0.01%
COM PAR $0.001
F
< 0.01%
COM PAR $0.01
FDX
< 0.01%
COM
REGN
< 0.01%
COM
DVMT
< 0.01%
COM CL V
BIVV
< 0.01%
COM
VSM
< 0.01%
COM
BC
< 0.01%
COM
SSYS
< 0.01%
SHS
MRO
< 0.01%
COM
HOMB
< 0.01%
COM
YUMC
< 0.01%
COM
SCHB
< 0.01%
US BRD MKT ETF
IP
< 0.01%
COM
BLV
< 0.01%
LONG TERM BOND
HYH
< 0.01%
COM
IEI
< 0.01%
3-7 YR TR BD ETF
SWM
< 0.01%
COM
AEE
< 0.01%
COM
NDLS
< 0.01%
CL A
WPX
< 0.01%
COM
WIN
< 0.01%
COM NEW
APDN
< 0.01%
COM NEW
RTN
< 0.01%
COM NEW
JBGS
< 0.01%
COM
UNIT
< 0.01%
COM
RZV
< 0.01%
GUG S&P SC600 PV
VEA
< 0.01%
FTSE DEV MKT ETF
BHF
< 0.01%
COM
SCHF
< 0.01%
INTL EQTY ETF
SCHR
< 0.01%
INTRM TRM TRES
VO
< 0.01%
MID CAP ETF
FTR
< 0.01%
COM NEW
X
< 0.01%
COM
CHK
< 0.01%
COM
SDOG
< 0.01%
SECTR DIV DOGS
VRTV
< 0.01%
COM
SDS
0.41%
PSHS ULSHT SP500
SCPB
0.21%
BARC SHT TR CP
RAI
0.14%
COM
SHY
0.12%
1-3 YR TR BD ETF
DGAS
0.11%
COM
AAL
0.08%
COM
ULTA
0.07%
COM
COST
0.06%
COM
DISH
0.06%
CL A
ORLY
0.04%
COM
TWM
0.04%
ULTSHT RUSS2000
SH
0.03%
SHORT S&P 500 NE
BK
0.02%
COM
TLT
0.02%
20+ YR TR BD ETF
VBR
0.01%
SM CP VAL ETF
TXN
0.01%
COM
ONB
< 0.01%
COM
MET
< 0.01%
COM
DISCK
< 0.01%
COM SER C
DISCA
< 0.01%
COM SER A
COG
< 0.01%
COM
USO
< 0.01%
UNITS
NBL
< 0.01%
COM