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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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D SCOTT NEAL INC

Time Period2018-09-30

Total Holdings34

Total Value ($x1000)197,961
Activities
New5

Increased7

Unchanged8

Decreased14

Sold Out35

Top 10 Stock Holdingstotal 89.47%
FLRN15.2

QQQ13.82

MDY12.66

CIU12.35

IWM11.52

 
EFA10.09

SHY6.96

VYM2.75

IEF2.24

SCHG1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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FLRN
15.2%
INV GRD FLT RT
QQQ
13.82%
UNIT SER 1
MDY
12.66%
UTSER1 S&PDCRP
CIU
12.35%
INTERM CR BD ETF
IWM
11.52%
RUSSELL 2000 ETF
EFA
10.09%
MSCI EAFE ETF
SHY
6.96%
1-3 YR TR BD ETF
VYM
2.75%
HIGH DIV YLD
IEF
2.24%
7-10 Y TR BD ETF
SCHG
1.88%
US LCAP GR ETF
FLOT
1.74%
FLTG RATE BD ETF
SPYG
0.89%
S&P 500 GROWTH
TWOK
0.83%
SPDR RUSSEL 2000
QLD
0.72%
PSHS ULTRA QQQ
THRK
0.64%
RUSSELL 3000 ETF
CAT
0.62%
COM
T
0.61%
COM
SCHB
0.59%
US BRD MKT ETF
UWM
0.58%
PSHS ULTRUSS2000
SSO
0.55%
PSHS ULT S&P 500
SCHA
0.54%
US SML CAP ETF
SPY
0.46%
TR UNIT
PFE
0.25%
COM
IBM
0.17%
COM
BBT
0.17%
COM
IJH
0.16%
CORE S&P MCP ETF
ONEK
0.15%
RUSSELL 1000 ETF
RSCO
0.15%
SM CAP COMPLETE
GE
0.14%
COM
SDS
0.13%
ULTRASHRT S&P500
PG
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
FTY
0.11%
REAL EST 50 ETF
VWO
0.11%
FTSE EMR MKT ETF
MTUM
2.79%
MSCI USAMOMFCT
GWL
0.79%
S&P WRLD EX US
SCHC
0.53%
INTL SCEQT ETF
VSS
0.46%
FTSE SMCAP ETF
BSCK
0.3%
BULSHS 2020 CB
ANET
0.16%
COM
CSCO
0.11%
COM
CVX
0.1%
COM
XOM
0.1%
COM
MSFT
0.09%
COM
GSY
0.09%
ULTRA SHRT DUR
WPC
0.09%
COM
INTC
0.09%
COM
DWDP
0.08%
COM
SPLK
0.08%
COM
ALXN
0.08%
COM
KO
0.08%
COM
JNJ
0.08%
COM
ABBV
0.07%
COM
VNQ
0.06%
REIT ETF
WMT
0.05%
COM
CL
0.05%
COM
ED
0.04%
COM
MMS
0.04%
COM
ICE
0.04%
COM
XLP
0.04%
SBI CONS STPLS
MU
0.04%
COM
ORCL
0.04%
COM
AHS
0.03%
COM
USB
0.03%
COM NEW
SBUX
0.03%
COM
FMBH
0.02%
COM
BSX
0.02%
COM
SFNC
0.02%
CL A $1 PAR
BCX
0.01%
SHS