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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
54
8
24
2
4
2
42
22
24
DIVERSIFIED TRUST CO

Time Period2018-12-31

Total Holdings346

Total Value ($x1000)1,789,987
Activities
New50

Increased153

Unchanged54

Decreased89

Sold Out35

Top 10 Stock Holdingstotal 56.2%
8.9

VEU8.17

7.66

6.92

VOO4.97

 
4.92

EFV4.33

QUAL3.56

VLUE3.47

SPY3.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
INTL- AC...
8.9%
COM
VEU
8.17%
ALLWRLD EX US
INTL - C...
7.66%
COM
INTL - L...
6.92%
COM
VOO
4.97%
SHS
INTL - V...
4.92%
COM
EFV
4.33%
EAFE VALUE ETF
QUAL
3.56%
MSCI USA QLT FAC
VLUE
3.47%
MSCI USAVALFCT
SPY
3.3%
TR UNIT
VWO
3.1%
FTSE EMR MKT ETF
MTUM
2.88%
MSCI USAMOMFCT
TORTOISE...
2.85%
COM
MLPI
2.15%
ALERIAN INFRST
CAUSEWAY...
1.86%
INSTL CL
KO
1.7%
COM
COKE
1.65%
COM
VXF
1.49%
EXTEND MKT ETF
IJH
1.43%
CORE S&P MCP ETF
IJR
1.42%
CORE S&P SCP ETF
VIG
1.39%
DIV APP ETF
VTI
0.89%
TOTAL STK MKT
AAPL
0.62%
COM
FDX
0.57%
COM
UNH
0.52%
COM
IWM
0.49%
RUSSELL 2000 ETF
MDT
0.49%
SHS
JNJ
0.49%
COM
IVV
0.45%
CORE S&P500 ETF
EFA
0.41%
MSCI EAFE ETF
CSCO
0.39%
COM
INTL - L...
0.37%
COM
GOOGL
0.37%
CAP STK CL A
PNFP
0.36%
COM
AVY
0.31%
COM
ACWI
0.3%
MSCI ACWI ETF
MRK
0.3%
COM
ADI
0.28%
COM
INTL - V...
0.27%
COM
HDB
0.26%
ADR REPS 3 SHS
STI
0.26%
COM
AMZN
0.26%
COM
DIA
0.25%
UT SER 1
JPM
0.22%
COM
CVX
0.21%
COM
XOM
0.2%
COM
V
0.2%
COM CL A
BABA
0.18%
SPONSORED ADS
NFLX
0.18%
COM
CRM
0.18%
COM
IWD
0.17%
RUS 1000 VAL ETF
AMGN
0.16%
COM
AON
0.15%
SHS CL A
DWDP
0.15%
COM
EPD
0.15%
COM
VMC
0.14%
COM
MA
0.14%
CL A
AZO
0.14%
COM
MSI
0.13%
COM NEW
BAX
0.13%
COM
NTG
0.13%
COM
C
0.13%
COM NEW
MMP
0.13%
COM UNIT RP LP
ETE
0.13%
COM UT LTD PTN
BRK.B
0.13%
CL B NEW
AXP
0.13%
COM
SWKS
0.12%
COM
AWI
0.12%
COM
BKNG
0.12%
COM
PAA
0.12%
UNIT LTD PARTN
AGG
0.11%
CORE TOTUSBD ETF
IEFA
0.11%
CORE MSCI EAFE
IWF
0.11%
RUS 1000 GRW ETF
LOW
0.11%
COM
MPLX
0.11%
COM UNIT REP LTD
GOOG
0.11%
CAP STK CL C
EA
0.1%
COM
WMT
0.1%
COM
HCA
0.1%
COM
VZ
0.1%
COM
SPGI
0.1%
COM
PG
0.1%
COM
CHL
0.1%
SPONSORED ADR
ACN
0.1%
SHS CLASS A
MMM
0.09%
COM
MSFT
0.09%
COM
HON
0.08%
COM
RYAAY
0.08%
SPONSORED ADR NE
GILD
0.08%
COM
EBAY
0.08%
COM
TAP
0.08%
CL B
ADX
0.08%
COM
REGN
0.08%
COM
PFE
0.07%
COM
WES
0.07%
COM UNIT LP IN
SKM
0.07%
SPONSORED ADR
ROCHE HL...
0.07%
SPONSORED ADR
IEMG
0.07%
CORE MSCI EMKT
TSM
0.07%
SPONSORED ADR
VEA
0.07%
FTSE DEV MKT ETF
SBUX
0.07%
COM
EQM
0.07%
UNIT LTD PARTN
ENB
0.07%
COM
ABBV
0.07%
COM
MLM
0.06%
COM
WMB
0.06%
COM
VBK
0.06%
SML CP GRW ETF
GS
0.06%
COM
ABT
0.06%
COM
DIMENSIO...
0.06%
US LGCAP CO PTF
OKE
0.06%
COM
DG
0.06%
COM
SYK
0.06%
COM
PEP
0.06%
COM
APTV
0.06%
SHS
HEZU
0.06%
CUR HDG MS EMU
WAB
0.06%
COM
TSLA
0.06%
COM
BXS
0.06%
COM
CHKP
0.06%
ORD
AMJ
0.06%
ALERIAN ML ETN
KMT
0.06%
COM
NICE
0.06%
SPONSORED ADR
AMX
0.06%
SPON ADR L SHS
DAL
0.05%
COM NEW
T
0.05%
COM
RSP
0.05%
S&P500 EQL WGT
HQY
0.05%
COM
DE
0.05%
COM
KCAP
0.05%
COM
WFC
0.05%
COM
ABEV
0.05%
SPONSORED ADR
NVDA
0.05%
COM
FB
0.05%
CL A
SIRI
0.05%
COM
ANDX
0.05%
UNIT LP INT
EURO PAC...
0.05%
CL F-1
UTX
0.04%
COM
TEGP
0.04%
CL A
ICLR
0.04%
SHS
VT
0.04%
TT WRLD ST ETF
NVS
0.04%
SPONSORED ADR
TFI
0.04%
NUVN BRCLY MUNI
MMC
0.04%
COM
PM
0.04%
COM
PSXP
0.04%
COM UNIT REP INT
IART
0.04%
COM NEW
EEM
0.04%
MSCI EMG MKT ETF
RBA
0.04%
COM
HBC
0.04%
SPON ADR NEW
HD
0.04%
COM
FEZ
0.04%
EURO STOXX 50
INTC
0.04%
COM
LNC
0.04%
COM
BAC
0.04%
COM
BPL
0.04%
UNIT LTD PARTN
SDY
0.04%
S&P DIVID ETF
IWR
0.04%
RUS MID-CAP ETF
AGN
0.04%
SHS
BMY
0.04%
COM
UNP
0.03%
COM
BRK.A
0.03%
CL A
SPLK
0.03%
COM
CXW
0.03%
COM
HEFA
0.03%
HDG MSCI EAFE
DBEF
0.03%
XTRAK MSCI EAFE
OKTA
0.03%
CL A
LLY
0.03%
COM
NOW
0.03%
COM
VOD
0.03%
SPNSR ADR NO PAR
JW/A
0.03%
CL A
RTN
0.03%
COM NEW
VTV
0.03%
VALUE ETF
THS
0.03%
COM
NOMD
0.03%
USD ORD SHS
CYBR
0.03%
SHS
SHLX
0.03%
UNIT LTD INT
BA
0.03%
COM
RF
0.03%
COM
MDSO
0.03%
COM
BLKB
0.03%
COM
SHW
0.03%
COM
NEWR
0.03%
COM
AM
0.03%
UNT LTD PARTN
GLD
0.03%
GOLD SHS
EEMA
0.03%
MSCI EM ASIA ETF
IWO
0.03%
RUS 2000 GRW ETF
PSTG
0.02%
CL A
RE
0.02%
COM
COST
0.02%
COM
TGT
0.02%
COM
PAYC
0.02%
COM
AGII
0.02%
COM
PKX
0.02%
SPONSORED ADR
DIS
0.02%
COM DISNEY
VUG
0.02%
GROWTH ETF
IEV
0.02%
EUROPE ETF
IBM
0.02%
COM
RHT
0.02%
COM
MDY
0.02%
UTSER1 S&PDCRP
SO
0.02%
COM
LIN
0.02%
COM
SBH
0.02%
COM
WDAY
0.02%
CL A
FTV
0.02%
COM
SXT
0.02%
COM
RDS/A
0.02%
SPONS ADR A
ORCL
0.02%
COM
LOGM
0.02%
COM
NUVA
0.02%
COM
AJG
0.02%
COM
WAT
0.02%
COM
PB
0.02%
COM
CTLT
0.02%
COM
TRGP
0.02%
COM
AUO
0.02%
SPONSORED ADR
AVNS
0.02%
COM
MCD
0.02%
COM
NDSN
0.02%
COM
ROL
0.02%
COM
DHR
0.02%
COM
ATR
0.02%
COM
PANW
0.02%
COM
CNMD
0.02%
COM
UMC
0.02%
SPON ADR NEW
NTRS
0.02%
COM
CARB
0.02%
COM
LMT
0.02%
COM
MCK
0.02%
COM
UMBF
0.02%
COM
CAT
0.02%
COM
CET
0.02%
COM
BGS
0.02%
COM
NOVARTIS...
0.02%
NAMEN AKT
NEXA
0.02%
COM
NAVG
0.02%
COM
KKR
0.02%
CL A
EWJ
0.02%
MSCI JPN ETF NEW
TSCO
0.02%
COM
TWNK
0.02%
CL A
EW
0.02%
COM
BGCP
0.02%
CL A
VSS
0.02%
FTSE SMCAP ETF
AFL
0.02%
COM
VRSK
0.02%
CL A
DUK
0.02%
COM NEW
FUL
0.02%
COM
ROLL
0.02%
COM
PRICE T ...
0.02%
EMERG MK EQ FD
CSTR
0.02%
COM
FIRST SO...
0.02%
COM
MO
0.02%
COM
ROKU
0.02%
CL A
KT
0.02%
SPONSORED ADR
CSII
0.02%
COM
DFA INVT...
0.02%
LARGE CAP INTL
ANTM
0.02%
COM
WWD
0.02%
COM
ULTA
0.02%
COM
JBT
0.02%
COM
ROK
0.02%
COM
SIVB
0.02%
COM
IFF
0.02%
COM
WBT
0.02%
COM
HRL
0.02%
COM
MSA
0.01%
COM
SJM
0.01%
COM NEW
FLO
0.01%
COM
QRVO
0.01%
COM
CTL
0.01%
COM
ATVI
0.01%
COM
AME
0.01%
COM
QLYS
0.01%
COM
XRAY
0.01%
COM
CSX
0.01%
COM
CVS
0.01%
COM
NOC
0.01%
COM
SHPG
0.01%
SPONSORED ADR
EUFN
0.01%
MSCI EURO FL ETF
VBR
0.01%
SM CP VAL ETF
MASI
0.01%
COM
PBH
0.01%
COM
ENLK
0.01%
COM UNIT REP LTD
TECH
0.01%
COM
VEEV
0.01%
CL A COM
AAP
0.01%
COM
DFA INVT...
0.01%
INTL SMCAP VAL
TRMK
0.01%
COM
HLT
0.01%
WHEN ISSUED
QTWO
0.01%
COM
NORTH ST...
0.01%
CL A
WWW
0.01%
COM
GE
0.01%
COM
VYM
0.01%
HIGH DIV YLD
IWN
0.01%
RUS 2000 VAL ETF
NTNX
0.01%
CL A
MKC
0.01%
COM NON VTG
IEX
0.01%
COM
HSY
0.01%
COM
AOR
0.01%
GRWT ALLOCAT ETF
COO
0.01%
COM NEW
INDB
0.01%
COM
TENCENT ...
0.01%
UNSPON ADR
EZU
0.01%
EMU ETF
SCHF
0.01%
INTL EQTY ETF
IWB
0.01%
RUS 1000 ETF
NMRK
0.01%
CL A
IOSP
0.01%
COM
MAA
0.01%
COM
COLUMBIA...
0.01%
DIVIDEND INCM I3
GD
0.01%
COM
LH
0.01%
COM NEW
AMT
0.01%
COM
CMD
0.01%
COM
CMCSA
0.01%
CL A
PH
0.01%
COM
G.T. U.S...
0.01%
COM
G.T. INT...
0.01%
COM
CURO
0.01%
COM
BPMP
0.01%
UNIT LTD PTNR
KMI
0.01%
COM
YEXT
0.01%
COM
FHN
0.01%
COM
CHINA EV...
0.01%
ORD
GTES
0.01%
ORD SHS
DOC
0.01%
COM
KYN
0.01%
COM
G.T. EME...
0.01%
COM
CTT
0.01%
CL A
AVAL
0.01%
SPONSORED ADS
MDRX
0.01%
COM
ELF
0.01%
COM
NLY
0.01%
COM
CYTODYN ...
0.01%
COM
F
0.01%
COM PAR $0.01
RMT
0.01%
COM
INVENTRU...
< 0.01%
COM
VEON
< 0.01%
SPONSORED ADR
QHC
< 0.01%
COM
OPK
< 0.01%
COM
EARGO, I...
< 0.01%
COM
DXYN
< 0.01%
CL A
PROTHERI...
< 0.01%
COM
HIGHLAND...
< 0.01%
COM
ANR INC...
< 0.01%
RIGHT 03/31/2023
TPLM
< 0.01%
COM NEW
TEL
0.1%
REG SHS
ETP
0.08%
UNIT LTD PRT INT
ATHM
0.06%
SP ADR RP CL A
STLD
0.05%
COM
SWK
0.05%
COM
CCT
0.03%
COM
PX
0.02%
COM
VLP
0.02%
COMUNT REP LP
HELE
0.02%
COM
SCHG
0.02%
US LCAP GR ETF
BUD
0.02%
SPONSORED ADR
DM
0.02%
COM UT REP LTD
PODD
0.01%
COM
VNQ
0.01%
REIT ETF
COP
0.01%
COM
WBA
0.01%
COM
SXI
0.01%
COM
OMCL
0.01%
COM
SUPN
0.01%
COM
PEN
0.01%
COM
TDOC
0.01%
COM
SFNC
0.01%
CL A $1 PAR
DATA
0.01%
CL A
TLND
0.01%
ADS
PSX
0.01%
COM
CELG
0.01%
COM
CFR
0.01%
COM
ALL
0.01%
COM
LDL
0.01%
COM
GWRE
0.01%
COM
IFN
0.01%
COM
AABA
0.01%
COM
UGI
0.01%
COM
SNPS
0.01%
COM
BARON SE...
0.01%
EMGMKTS INSTL