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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
84
3
6
5
2
1
59
4
5
DOWLING YAHNKE LLC

Time Period2018-03-31

Total Holdings281

Total Value ($x1000)1,067,654
Activities
New6

Increased78

Unchanged26

Decreased171

Sold Out16

Top 10 Stock Holdingstotal 23.38%
RS3.76

VWOB3.54

KO3.25

IONS2.79

AAPL2.02

 
LANC1.82

AMZN1.77

RTN1.56

BRK.B1.47

MSFT1.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RS
3.76%
COM
VWOB
3.54%
EMERG MKT BD ETF
KO
3.25%
COM
IONS
2.79%
COM
AAPL
2.02%
COM
LANC
1.82%
COM
AMZN
1.77%
COM
RTN
1.56%
COM NEW
BRK.B
1.47%
CL B NEW
MSFT
1.4%
COM
VPU
1.23%
UTILITIES ETF
VAW
1.19%
MATERIALS ETF
HD
1.19%
COM
VNQI
1.16%
GLB EX US ETF
SOXX
1.07%
PHLX SEMICND ETF
V
1.04%
COM CL A
UNH
1.02%
COM
IWC
1.02%
MICRO-CAP ETF
JPM
1%
COM
JNJ
0.93%
COM
INTC
0.92%
COM
IBB
0.92%
NASDQ BIOTEC ETF
IJT
0.91%
SP SMCP600GR ETF
BAC
0.9%
COM
MA
0.88%
CL A
QCOM
0.85%
COM
ADBE
0.84%
COM
GOOGL
0.83%
CAP STK CL A
CSCO
0.82%
COM
DIS
0.81%
COM DISNEY
CMCSA
0.81%
CL A
COST
0.79%
COM
WFC
0.78%
COM
MCD
0.75%
COM
XOM
0.75%
COM
VFH
0.74%
FINANCIALS ETF
MMM
0.73%
COM
BA
0.71%
COM
VOX
0.7%
TELCOMM ETF
CAT
0.69%
COM
PFE
0.68%
COM
HON
0.67%
COM
CVX
0.67%
COM
VEU
0.67%
ALLWRLD EX US
ABBV
0.64%
COM
ORCL
0.63%
COM
TXN
0.63%
COM
VGT
0.63%
INF TECH ETF
UTX
0.63%
COM
AXP
0.62%
COM
PEP
0.62%
COM
SBUX
0.61%
COM
FB
0.61%
CL A
AMGN
0.6%
COM
UNP
0.6%
COM
VV
0.59%
LARGE CAP ETF
BMY
0.58%
COM
PG
0.58%
COM
GS
0.58%
COM
WMT
0.58%
COM
PYPL
0.55%
COM
TWX
0.55%
COM NEW
GOOG
0.55%
CAP STK CL C
LMT
0.54%
COM
USB
0.53%
COM NEW
MRK
0.51%
COM
MS
0.51%
COM NEW
C
0.51%
COM NEW
XLB
0.48%
SBI MATERIALS
SPY
0.46%
TR UNIT
ABT
0.46%
COM
CL
0.46%
COM
IBM
0.46%
COM
EFA
0.46%
MSCI EAFE ETF
UPS
0.45%
CL B
LOW
0.44%
COM
VB
0.44%
SMALL CP ETF
TRV
0.43%
COM
LLY
0.43%
COM
COP
0.41%
COM
ADP
0.41%
COM
DXCM
0.41%
COM
CACI
0.38%
CL A
MDLZ
0.38%
CL A
FDX
0.38%
COM
NKE
0.37%
CL B
DHR
0.37%
COM
WBA
0.37%
COM
CVS
0.36%
COM
IWO
0.36%
RUS 2000 GRW ETF
T
0.36%
COM
SRE
0.35%
COM
GILD
0.35%
COM
PSX
0.35%
COM
VDE
0.34%
ENERGY ETF
BK
0.34%
COM
PNC
0.34%
COM
XLU
0.33%
SBI INT-UTILS
NOC
0.32%
COM
ITW
0.31%
COM
AABA
0.3%
COM
EMR
0.3%
COM
EBAY
0.3%
COM
ACN
0.29%
SHS CLASS A
CRM
0.29%
COM
YUM
0.29%
COM
VBR
0.29%
SM CP VAL ETF
VWO
0.28%
FTSE EMR MKT ETF
BLK
0.28%
COM
KMB
0.28%
COM
IVV
0.28%
CORE S&P500 ETF
CTSH
0.27%
CL A
AMAT
0.26%
COM
BKNG
0.25%
COM
GD
0.25%
COM
TGT
0.25%
COM
SLB
0.24%
COM
INTU
0.24%
COM
CELG
0.24%
COM
LDOS
0.24%
COM
EOG
0.23%
COM
MET
0.23%
COM
TMO
0.23%
COM
KHC
0.22%
COM
VO
0.22%
MID CAP ETF
VHT
0.22%
HEALTH CAR ETF
VEA
0.21%
FTSE DEV MKT ETF
STT
0.21%
COM
GLW
0.21%
COM
BNDX
0.21%
INTL BD IDX ETF
VSS
0.21%
FTSE SMCAP ETF
AFL
0.2%
COM
FOXA
0.2%
CL A
IDU
0.2%
U.S. UTILITS ETF
VCR
0.2%
CONSUM DIS ETF
NFLX
0.19%
COM
BIIB
0.19%
COM
GE
0.19%
COM
EFG
0.19%
EAFE GRWTH ETF
VTI
0.19%
TOTAL STK MKT
OXY
0.18%
COM
SYK
0.18%
COM
AIG
0.18%
COM NEW
EMB
0.17%
JP MOR EM MK ETF
MDT
0.17%
SHS
VZ
0.17%
COM
SCHW
0.17%
COM
SCZ
0.17%
EAFE SML CP ETF
SAIC
0.17%
COM
APC
0.16%
COM
MPC
0.16%
COM
BDX
0.16%
COM
XES
0.16%
OILGAS EQUIP
ESRX
0.16%
COM
VNQ
0.16%
REIT ETF
TJX
0.16%
COM
IWM
0.16%
RUSSELL 2000 ETF
ANTM
0.16%
COM
RWX
0.15%
DJ INTL RL ETF
XLK
0.15%
TECHNOLOGY
GIS
0.15%
COM
SYY
0.15%
COM
ATVI
0.14%
COM
MAR
0.14%
CL A
VIS
0.14%
INDUSTRIAL ETF
BND
0.14%
TOTAL BND MRKT
BAX
0.14%
COM
IWR
0.14%
RUS MID-CAP ETF
EL
0.14%
CL A
IWF
0.14%
RUS 1000 GRW ETF
MU
0.13%
COM
CATH
0.12%
S&P 500 CATHOLIC
IYZ
0.12%
U.S. TELECOM ETF
CME
0.12%
COM
FISV
0.11%
COM
WDFC
0.11%
COM
HPQ
0.11%
COM
DIA
0.11%
UT SER 1
MDY
0.11%
UTSER1 S&PDCRP
OEF
0.11%
S&P 100 ETF
ADM
0.11%
COM
O
0.11%
COM
HPE
0.11%
COM
TEL
0.1%
REG SHS
XLF
0.1%
SBI INT-FINL
CSX
0.1%
COM
FTV
0.1%
COM
IJR
0.09%
CORE S&P SCP ETF
AET
0.09%
COM
COF
0.09%
COM
PRU
0.09%
COM
K
0.09%
COM
YUMC
0.09%
COM
VDC
0.09%
CONSUM STP ETF
IYM
0.09%
U.S. BAS MTL ETF
BSV
0.09%
SHORT TRM BOND
EEM
0.09%
MSCI EMG MKT ETF
WAL
0.09%
COM
QQQ
0.08%
UNIT SER 1
XLE
0.08%
SBI INT-ENERGY
KR
0.08%
COM
KMI
0.08%
COM
F
0.08%
COM PAR $0.01
VBK
0.07%
SML CP GRW ETF
GM
0.07%
COM
VUG
0.07%
GROWTH ETF
VXF
0.07%
EXTEND MKT ETF
PM
0.06%
COM
EFV
0.06%
EAFE VALUE ETF
EVH
0.06%
CL A
SDY
0.06%
S&P DIVID ETF
DE
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
VTV
0.06%
VALUE ETF
VOO
0.06%
SHS
ILMN
0.06%
COM
DWDP
0.06%
COM
HII
0.05%
COM
MO
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
ACWI
0.05%
MSCI ACWI ETF
TIP
0.05%
TIPS BD ETF
IWB
0.05%
RUS 1000 ETF
RSP
0.05%
GUG S&P500 EQ WT
EA
0.05%
COM
MON
0.05%
COM
CLX
0.05%
COM
DXC
0.04%
COM
IYW
0.04%
U.S. TECH ETF
PAYX
0.04%
COM
SYMC
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
MCK
0.04%
COM
CDK
0.04%
COM
CBS
0.04%
CL B
DVMT
0.04%
COM CL V
AVGO
0.04%
SHS
IJS
0.04%
SP SMCP600VL ETF
VT
0.04%
TT WRLD ST ETF
VIG
0.04%
DIV APP ETF
D
0.04%
COM
HAL
0.03%
COM
SU
0.03%
COM
DLS
0.03%
INTL SMCAP DIV
BBT
0.03%
COM
NSC
0.03%
COM
PRF
0.03%
FTSE RAFI 1000
MSI
0.03%
COM NEW
GRFS
0.03%
SP ADR REP B NVT
IWS
0.03%
RUS MDCP VAL ETF
IVE
0.03%
S&P 500 VAL ETF
CVGW
0.03%
COM
JCI
0.03%
SHS
SPGI
0.03%
COM
LNC
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
NEE
0.03%
COM
XLI
0.02%
SBI INT-INDS
VYM
0.02%
HIGH DIV YLD
JACK
0.02%
COM
IYC
0.02%
U.S. CNSM SV ETF
SCHM
0.02%
US MID-CAP ETF
FNDB
0.02%
SCHWAB FDT US BM
XLV
0.02%
SBI HEALTHCARE
JWN
0.02%
COM
IWN
0.02%
RUS 2000 VAL ETF
BIO
0.02%
CL A
IJK
0.02%
S&P MC 400GR ETF
OMC
0.02%
COM
XLY
0.02%
SBI CONS DISCR
SCHK
0.02%
1000 INDEX ETF
IYE
0.02%
U.S. ENERGY ETF
RMD
0.02%
COM
ESL
0.02%
COM
DSL
0.02%
PRN
ZTS
0.02%
CL A
DYSL
0.02%
COM
VTL
0.01%
COM
ICAD
< 0.01%
COM NEW
RGLS
< 0.01%
COM
ATNM
< 0.01%
COM
PCLN
0.19%
COM NEW
SCHG
0.09%
US LCAP GR ETF
SCHV
0.06%
US LCAP VA ETF
NOW
0.04%
COM
PACW
0.04%
COM
GLD
0.03%
GOLD SHS
MFGP
0.03%
SPON ADR NEW
BHF
0.02%
COM
EW
0.02%
COM
BEN
0.02%
COM
NVS
0.02%
SPONSORED ADR
APA
0.02%
COM
SGOL
0.02%
SHS
AGN
0.02%
SHS
CHTR
0.02%
CL A
TOCA
0.02%
COM