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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
27
3
3
1
36
21
21
DIVERSIFIED TRUST CO

Time Period2018-06-30

Total Holdings321

Total Value ($x1000)1,570,514
Activities
New27

Increased99

Unchanged87

Decreased108

Sold Out20

Top 10 Stock Holdingstotal 58.1%
VEU10.68

CF10273038.86

CF10273116.34

VOO6.14

SPY5.02

 
EFV4.99

VLUE4.39

QUAL4.39

VWO3.78

89147A9063.51

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEU
10.68%
ALLWRLD EX US
INTL - L...
8.86%
COM
INTL - V...
6.34%
COM
VOO
6.14%
SHS
SPY
5.02%
TR UNIT
EFV
4.99%
EAFE VALUE ETF
VLUE
4.39%
MSCI USAVALFCT
QUAL
4.39%
MSCI USA QLT FAC
VWO
3.78%
FTSE EMR MKT ETF
TORTOISE...
3.51%
COM
MTUM
3.47%
MSCI USAMOMFCT
MLPI
2.8%
ALERIAN INFRST
VXF
1.97%
EXTEND MKT ETF
IJR
1.95%
CORE S&P SCP ETF
IJH
1.86%
CORE S&P MCP ETF
VIG
1.86%
DIV APP ETF
KO
1.83%
COM
COKE
1.45%
COM
VTI
0.96%
TOTAL STK MKT
FDX
0.92%
COM
IWM
0.7%
RUSSELL 2000 ETF
MDT
0.63%
SHS
UNH
0.61%
COM
AGG
0.6%
CORE TOTUSBD ETF
EFA
0.58%
MSCI EAFE ETF
PNFP
0.55%
COM
IVV
0.54%
CORE S&P500 ETF
GOOGL
0.52%
CAP STK CL A
V
0.47%
COM CL A
INTL - L...
0.47%
COM
STI
0.41%
COM
AVY
0.41%
COM
INTL - V...
0.35%
COM
JNJ
0.33%
COM
CSCO
0.32%
COM
BABA
0.32%
SPONSORED ADS
HDB
0.31%
ADR REPS 3 SHS
DIA
0.3%
UT SER 1
ADI
0.27%
COM
AMZN
0.26%
COM
AZO
0.25%
COM
JPM
0.25%
COM
BKNG
0.23%
COM
MA
0.23%
CL A
CRM
0.21%
COM
EPD
0.19%
COM
ACN
0.19%
SHS CLASS A
APTV
0.19%
SHS
LOW
0.18%
COM
IWD
0.18%
RUS 1000 VAL ETF
PM
0.18%
COM
AAPL
0.17%
COM
TAP
0.17%
CL B
FB
0.17%
CL A
C
0.17%
COM NEW
XOM
0.17%
COM
NTG
0.16%
COM
MMP
0.16%
COM UNIT RP LP
MSI
0.16%
COM NEW
EBAY
0.16%
COM
TSM
0.16%
SPONSORED ADR
AON
0.16%
SHS CL A
AXP
0.15%
COM
IWF
0.15%
RUS 1000 GRW ETF
WPZ
0.14%
COM UNIT LTD PAR
CVX
0.14%
COM
TEL
0.14%
REG SHS
VMC
0.14%
COM
MPLX
0.13%
COM UNIT REP LTD
PKX
0.13%
SPONSORED ADR
BRK.B
0.12%
CL B NEW
WAB
0.12%
COM
PAA
0.12%
UNIT LTD PARTN
ORCL
0.12%
COM
RYAAY
0.11%
SPONSORED ADR NE
MRK
0.11%
COM
WMT
0.11%
COM
GOOG
0.11%
CAP STK CL C
SWKS
0.1%
COM
IEFA
0.1%
CORE MSCI EAFE
ETP
0.1%
UNIT LTD PRT INT
MSFT
0.1%
COM
MLM
0.1%
COM
DIMENSIO...
0.09%
US LGCAP CO PTF
PG
0.09%
COM
HCA
0.09%
COM
ADX
0.09%
COM
WES
0.09%
COM UNIT LP IN
IEMG
0.09%
CORE MSCI EMKT
OKE
0.09%
COM
T
0.08%
COM
SXT
0.08%
COM
BXS
0.08%
COM
AMJ
0.08%
ALERIAN ML ETN
ETE
0.08%
COM UT LTD PTN
PEP
0.08%
COM
SYK
0.08%
COM
REGN
0.08%
COM
HEZU
0.08%
CUR HDG MS EMU
EQM
0.08%
UNIT LTD PARTN
ABBV
0.07%
COM
SKM
0.07%
SPONSORED ADR
CXW
0.07%
COM
ABEV
0.07%
SPONSORED ADR
KMT
0.07%
COM
STLD
0.07%
COM
RSP
0.06%
S&P500 EQL WGT
PFE
0.06%
COM
EURO PAC...
0.06%
CL F-1
IART
0.06%
COM NEW
ABT
0.06%
COM
PSXP
0.06%
COM UNIT REP INT
HON
0.06%
COM
WFC
0.06%
COM
DE
0.06%
COM
ANDX
0.06%
UNIT LP INT
IWR
0.05%
RUS MID-CAP ETF
ATHM
0.05%
SP ADR RP CL A
ACWI
0.05%
MSCI ACWI ETF
SLB
0.05%
COM
SWK
0.05%
COM
KCAP
0.05%
COM
LNC
0.05%
COM
BPL
0.05%
UNIT LTD PARTN
RF
0.05%
COM
MMC
0.05%
COM
FEZ
0.05%
EURO STOXX 50
HD
0.05%
COM
EEM
0.05%
MSCI EMG MKT ETF
RTN
0.05%
COM NEW
VT
0.05%
TT WRLD ST ETF
SHLX
0.04%
UNIT LTD INT
HEFA
0.04%
HDG MSCI EAFE
SBUX
0.04%
COM
BGCP
0.04%
CL A
RBA
0.04%
COM
BAC
0.04%
COM
AM
0.04%
UNT LTD PARTN
JW/A
0.04%
CL A
BLKB
0.04%
COM
SDY
0.04%
S&P DIVID ETF
UNP
0.04%
COM
TEP
0.04%
COM UNIT
DWDP
0.04%
COM
MAA
0.04%
COM
TFI
0.04%
NUVN BRCLY MUNI
VTV
0.04%
VALUE ETF
SHW
0.04%
COM
LPL
0.04%
SPONS ADR REP
BRK.A
0.04%
CL A
DIS
0.04%
COM DISNEY
TCHF
0.04%
MLTFACT TECH
THS
0.03%
COM
UMC
0.03%
SPON ADR NEW
MDSO
0.03%
COM
BA
0.03%
COM
EEMA
0.03%
MSCI EM ASIA ETF
GE
0.03%
COM
NUVA
0.03%
COM
IWO
0.03%
RUS 2000 GRW ETF
TGT
0.03%
COM
UTX
0.03%
COM
VEA
0.03%
FTSE DEV MKT ETF
VUG
0.03%
GROWTH ETF
LOGM
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
PSTG
0.03%
CL A
OKTA
0.03%
CL A
IEV
0.03%
EUROPE ETF
DHR
0.03%
COM
RDS/A
0.03%
SPONS ADR A
CTLT
0.03%
COM
IBM
0.03%
COM
TRGP
0.03%
COM
WBT
0.03%
COM
COST
0.03%
COM
BMY
0.03%
COM
ATR
0.03%
COM
FNGN
0.03%
COM
EWJ
0.03%
MSCI JPN ETF NEW
HRL
0.03%
COM
PX
0.03%
COM
CVS
0.03%
COM
ICLR
0.03%
SHS
RHT
0.03%
COM
MCK
0.03%
COM
SPLK
0.03%
COM
TRMK
0.03%
COM
VLP
0.03%
COMUNT REP LP
BUD
0.03%
SPONSORED ADR
DFA INVT...
0.02%
LARGE CAP INTL
SCHD
0.02%
US DIVIDEND EQ
GLD
0.02%
GOLD SHS
GWRE
0.02%
COM
LMT
0.02%
COM
NEWR
0.02%
COM
RE
0.02%
COM
NDSN
0.02%
COM
VSS
0.02%
FTSE SMCAP ETF
CSTR
0.02%
COM
NTRS
0.02%
COM
WAT
0.02%
COM
FIRST SO...
0.02%
COM
PB
0.02%
COM
CSX
0.02%
COM
PANW
0.02%
COM
LH
0.02%
COM NEW
CET
0.02%
COM
BAX
0.02%
COM
CAT
0.02%
COM
BBT
0.02%
COM
NEXA
0.02%
COM
FUL
0.02%
COM
ROL
0.02%
COM
STM
0.02%
NY REGISTRY
CNMD
0.02%
COM
INTC
0.02%
COM
FLO
0.02%
COM
PRICE T ...
0.02%
EMERG MK EQ FD
AJG
0.02%
COM
WWD
0.02%
COM
FTV
0.02%
COM
WDAY
0.02%
CL A
CTL
0.02%
COM
SCHG
0.02%
US LCAP GR ETF
AGII
0.02%
COM
SO
0.02%
COM
DG
0.02%
COM
VNQ
0.02%
REIT ETF
VRSK
0.02%
CL A
MO
0.02%
COM
QLYS
0.02%
COM
EUFN
0.02%
MSCI EURO FL ETF
PH
0.02%
COM
DFA INVT...
0.02%
INTL SMCAP VAL
NOC
0.02%
COM
JKD
0.02%
MRNGSTR LG-CP ET
EW
0.02%
COM
MCD
0.02%
COM
SUPN
0.02%
COM
AFL
0.02%
COM
UMBF
0.02%
COM
HELE
0.02%
COM
JBT
0.02%
COM
TSCO
0.02%
COM
KYN
0.02%
COM
WMB
0.02%
COM
PODD
0.02%
COM
BGS
0.02%
COM
CSII
0.02%
COM
MMM
0.02%
COM
XRAY
0.02%
COM
AAP
0.02%
COM
EZU
0.02%
EMU ETF
NAVG
0.02%
COM
BPMP
0.02%
UNIT LTD PTNR
GD
0.02%
COM
SCHF
0.02%
INTL EQTY ETF
ANTM
0.02%
COM
ULTA
0.02%
COM
ROK
0.02%
COM
PBH
0.02%
COM
LNG
0.02%
COM NEW
DM
0.02%
COM UT REP LTD
VYM
0.02%
HIGH DIV YLD
BP
0.02%
SPONSORED ADR
MKC
0.02%
COM NON VTG
AME
0.02%
COM
COO
0.02%
COM NEW
OMCL
0.02%
COM
IWB
0.02%
RUS 1000 ETF
FHN
0.02%
COM
VZ
0.02%
COM
WWW
0.02%
COM
AOR
0.02%
GRWT ALLOCAT ETF
SXI
0.02%
COM
SCHA
0.02%
US SML CAP ETF
IWN
0.02%
RUS 2000 VAL ETF
SFNC
0.02%
CL A $1 PAR
CTT
0.02%
CL A
VEEV
0.01%
CL A COM
COP
0.01%
COM
IFN
0.01%
COM
NORTH ST...
0.01%
CL A
COMPUTER...
0.01%
COM
CFR
0.01%
COM
MSA
0.01%
COM
AABA
0.01%
COM
PSX
0.01%
COM
CMCSA
0.01%
CL A
IFF
0.01%
COM
TX
0.01%
SPON ADR
SJM
0.01%
COM NEW
SRCL
0.01%
COM
IOSP
0.01%
COM
TOTL
0.01%
SPDR TR TACTIC
NFLX
0.01%
COM
WBA
0.01%
COM
TLND
0.01%
ADS
VOD
0.01%
SPNSR ADR NO PAR
DATA
0.01%
CL A
CIM
0.01%
COM NEW
TWNK
0.01%
CL A
GTES
0.01%
ORD SHS
ELF
0.01%
COM
SBH
0.01%
COM
BARON SE...
0.01%
EMGMKTS INSTL
DOC
0.01%
COM
MDRX
0.01%
COM
F
0.01%
COM PAR $0.01
RMT
0.01%
COM
AUO
0.01%
SPONSORED ADR
NLY
0.01%
COM
CYTODYN ...
0.01%
COM
QHC
< 0.01%
COM
DXYN
< 0.01%
CL A
EARGO, I...
< 0.01%
COM
TGB
< 0.01%
COM
PROTHERI...
< 0.01%
COM
TPLM
< 0.01%
COM NEW
ANR INC...
< 0.01%
RIGHT 03/31/2023
CHKP
0.1%
ORD
RSP
0.06%
GUG S&P500 EQ WT
QQQ
0.05%
UNIT SER 1
ORBK
0.04%
ORD
LQD
0.03%
IBOXX INV CP ETF
TIG
0.03%
SPONSORED ADS
DFA INVT...
0.03%
TA US COREQT 2
BCE
0.02%
COM NEW
TCBI
0.02%
COM
SEP
0.02%
COM
CVLT
0.02%
COM
HSY
0.02%
COM
LDL
0.01%
COM
CELG
0.01%
COM
ALL
0.01%
COM
COLUMBIA...
0.01%
DIVIDEND INCM I3
ICUI
0.01%
COM
ANSS
0.01%
COM
DAL
0.01%
COM NEW
CHK
< 0.01%
COM