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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
4
2
1
59
4
5
DOWLING YAHNKE LLC

Time Period2018-06-30

Total Holdings275

Total Value ($x1000)1,076,438
Activities
New7

Increased66

Unchanged33

Decreased169

Sold Out13

Top 10 Stock Holdingstotal 23.39%
RS3.77

VWOB3.35

KO3.24

IONS2.61

AAPL2.25

 
AMZN2.02

LANC1.96

MSFT1.48

RTN1.38

BRK.B1.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RS
3.77%
COM
VWOB
3.35%
EMERG MKT BD ETF
KO
3.24%
COM
IONS
2.61%
COM
AAPL
2.25%
COM
AMZN
2.02%
COM
LANC
1.96%
COM
MSFT
1.48%
COM
RTN
1.38%
COM NEW
BRK.B
1.33%
CL B NEW
HD
1.27%
COM
VPU
1.25%
UTILITIES ETF
VAW
1.2%
MATERIALS ETF
UNH
1.15%
COM
V
1.12%
COM CL A
VNQI
1.08%
GLB EX US ETF
IWC
1.08%
MICRO-CAP ETF
SOXX
1.05%
PHLX SEMICND ETF
MA
0.97%
CL A
IJT
0.95%
SP SMCP600GR ETF
JPM
0.94%
COM
ADBE
0.93%
COM
IBB
0.93%
NASDQ BIOTEC ETF
GOOGL
0.89%
CAP STK CL A
JNJ
0.87%
COM
INTC
0.87%
COM
COST
0.87%
COM
XOM
0.85%
COM
BAC
0.84%
COM
QCOM
0.82%
COM
DIS
0.82%
COM DISNEY
WFC
0.81%
COM
CSCO
0.81%
COM
CMCSA
0.74%
CL A
MCD
0.74%
COM
FB
0.74%
CL A
CVX
0.73%
COM
VFH
0.72%
FINANCIALS ETF
BA
0.71%
COM
VOX
0.68%
TELCOMM ETF
PFE
0.68%
COM
TXN
0.66%
COM
HON
0.65%
COM
MMM
0.65%
COM
AMGN
0.64%
COM
AXP
0.64%
COM
VGT
0.64%
INF TECH ETF
CAT
0.63%
COM
VEU
0.63%
ALLWRLD EX US
UNP
0.62%
COM
ABBV
0.61%
COM
UTX
0.6%
COM
PEP
0.6%
COM
PYPL
0.59%
COM
ORCL
0.59%
COM
GOOG
0.58%
CAP STK CL C
VV
0.58%
LARGE CAP ETF
T
0.57%
COM
MRK
0.56%
COM
DXCM
0.55%
COM
WMT
0.55%
COM
PG
0.53%
COM
USB
0.51%
COM NEW
SBUX
0.51%
COM
C
0.5%
COM NEW
GS
0.49%
COM
BMY
0.48%
COM
LOW
0.48%
COM
COP
0.48%
COM
LLY
0.47%
COM
XLB
0.47%
SBI MATERIALS
ABT
0.47%
COM
ADP
0.47%
COM
LMT
0.46%
COM
SPY
0.45%
TR UNIT
UPS
0.45%
CL B
VB
0.45%
SMALL CP ETF
MS
0.44%
COM NEW
NKE
0.43%
CL B
EFA
0.43%
MSCI EAFE ETF
CACI
0.42%
CL A
PSX
0.4%
COM
IBM
0.4%
COM
CVS
0.38%
COM
IWO
0.38%
RUS 2000 GRW ETF
DHR
0.37%
COM
CL
0.37%
COM
VDE
0.37%
ENERGY ETF
TRV
0.37%
COM
SRE
0.37%
COM
BK
0.35%
COM
FDX
0.35%
COM
MDLZ
0.34%
CL A
CRM
0.34%
COM
CATH
0.33%
S&P 500 CATHOLIC
XLU
0.33%
SBI INT-UTILS
GILD
0.33%
COM
CELG
0.33%
COM
WBA
0.32%
COM
ACN
0.31%
SHS CLASS A
PNC
0.3%
COM
IVV
0.29%
CORE S&P500 ETF
EMR
0.29%
COM
AABA
0.29%
COM
VBR
0.28%
SM CP VAL ETF
INTU
0.28%
COM
NOC
0.28%
COM
FOXA
0.27%
CL A
TGT
0.27%
COM
EOG
0.26%
COM
EBAY
0.26%
COM
VWO
0.26%
FTSE EMR MKT ETF
CTSH
0.26%
CL A
YUM
0.26%
COM
BLK
0.26%
COM
ITW
0.26%
COM
BKNG
0.25%
COM
SLB
0.25%
COM
NFLX
0.24%
COM
OXY
0.24%
COM
KMB
0.23%
COM
VTI
0.23%
TOTAL STK MKT
TMO
0.22%
COM
VO
0.22%
MID CAP ETF
KHC
0.22%
COM
VEA
0.22%
FTSE DEV MKT ETF
BNDX
0.22%
INTL BD IDX ETF
BIIB
0.21%
COM
LDOS
0.21%
COM
MET
0.21%
COM
EMB
0.21%
JP MOR EM MK ETF
AMAT
0.21%
COM
GD
0.2%
COM
AFL
0.2%
COM
STT
0.2%
COM
VCR
0.2%
CONSUM DIS ETF
GLW
0.2%
COM
VZ
0.2%
COM
VSS
0.2%
FTSE SMCAP ETF
IDU
0.19%
U.S. UTILITS ETF
VHT
0.19%
HEALTH CAR ETF
XES
0.19%
OILGAS EQUIP
ESRX
0.19%
COM
APC
0.19%
COM
TJX
0.18%
COM
BDX
0.18%
COM
EFG
0.18%
EAFE GRWTH ETF
GE
0.18%
COM
SYK
0.18%
COM
VNQ
0.17%
REIT ETF
MDT
0.17%
SHS
SAIC
0.17%
COM
SCHW
0.17%
COM
ANTM
0.17%
COM
IWM
0.17%
RUSSELL 2000 ETF
SYY
0.16%
COM
SCZ
0.16%
EAFE SML CP ETF
ATVI
0.16%
COM
XLK
0.16%
TECHNOLOGY
BAX
0.15%
COM
MPC
0.15%
COM
AIG
0.15%
COM NEW
IWF
0.14%
RUS 1000 GRW ETF
IWR
0.14%
RUS MID-CAP ETF
RWX
0.14%
DJ INTL RL ETF
MU
0.14%
COM
VDC
0.14%
CONSUM STP ETF
MAR
0.14%
CL A
BND
0.14%
TOTAL BND MRKT
VIS
0.13%
INDUSTRIAL ETF
EL
0.13%
CL A
CME
0.12%
COM
WDFC
0.12%
COM
FISV
0.12%
COM
GIS
0.12%
COM
ADM
0.12%
COM
IYZ
0.12%
U.S. TELECOM ETF
CSX
0.11%
COM
MDY
0.11%
UTSER1 S&PDCRP
HPQ
0.11%
COM
KR
0.11%
COM
DIA
0.11%
UT SER 1
OEF
0.11%
S&P 100 ETF
O
0.11%
COM
AET
0.1%
COM
IJR
0.1%
CORE S&P SCP ETF
XLF
0.1%
SBI INT-FINL
QQQ
0.09%
UNIT SER 1
FTV
0.09%
COM
IYM
0.09%
U.S. BAS MTL ETF
COF
0.09%
COM
K
0.09%
COM
HPE
0.09%
COM
BSV
0.09%
SHORT TRM BOND
TEL
0.08%
REG SHS
WAL
0.08%
COM
XLE
0.08%
SBI INT-ENERGY
GM
0.08%
COM
EEM
0.08%
MSCI EMG MKT ETF
YUMC
0.08%
COM
VUG
0.07%
GROWTH ETF
ILMN
0.07%
COM
VBK
0.07%
SML CP GRW ETF
F
0.07%
COM PAR $0.01
PRU
0.07%
COM
VXF
0.07%
EXTEND MKT ETF
KMI
0.07%
COM
SDY
0.06%
S&P DIVID ETF
EFV
0.06%
EAFE VALUE ETF
IVW
0.06%
S&P 500 GRWT ETF
VTV
0.06%
VALUE ETF
PAYX
0.06%
COM
DWDP
0.06%
COM
EA
0.06%
COM
PM
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
IWB
0.05%
RUS 1000 ETF
RSP
0.05%
S&P500 EQL WGT
TIP
0.05%
TIPS BD ETF
DE
0.05%
COM
ACWI
0.05%
MSCI ACWI ETF
AVGO
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
CLX
0.05%
COM
IYW
0.04%
U.S. TECH ETF
HII
0.04%
COM
MO
0.04%
COM
MCK
0.04%
COM
DVMT
0.04%
COM CL V
IJS
0.04%
SP SMCP600VL ETF
CDK
0.04%
COM
VIG
0.04%
DIV APP ETF
SU
0.04%
COM
CBS
0.04%
CL B
D
0.04%
COM
DXC
0.03%
COM
NSC
0.03%
COM
HAL
0.03%
COM
DLS
0.03%
INTL SMCAP DIV
VOO
0.03%
SHS
PRF
0.03%
FTSE RAFI 1000
GRFS
0.03%
SP ADR REP B NVT
USDU
0.03%
BLMBG US BULL
SYMC
0.03%
COM
SPGI
0.03%
COM
IWS
0.03%
RUS MDCP VAL ETF
AGN
0.03%
SHS
JCI
0.03%
SHS
IVE
0.03%
S&P 500 VAL ETF
BBT
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
MSI
0.03%
COM NEW
NEE
0.02%
COM
BIO
0.02%
CL A
RMD
0.02%
COM
CVGW
0.02%
COM
IYC
0.02%
U.S. CNSM SV ETF
XLI
0.02%
SBI INT-INDS
XLY
0.02%
SBI CONS DISCR
IWN
0.02%
RUS 2000 VAL ETF
XLV
0.02%
SBI HEALTHCARE
JWN
0.02%
COM
JACK
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
DYSL
0.02%
COM
LNC
0.02%
COM
VMW
0.02%
CL A COM
ESL
0.02%
COM
IYE
0.02%
U.S. ENERGY ETF
ZTS
0.02%
CL A
DSL
0.02%
PRN
OMC
0.02%
COM
VYM
0.02%
HIGH DIV YLD
ATNM
< 0.01%
COM
RGLS
< 0.01%
COM
TWX
0.55%
COM NEW
QQQ
0.08%
UNIT SER 1
EVH
0.06%
CL A
RSP
0.05%
GUG S&P500 EQ WT
MON
0.05%
COM
AVGO
0.04%
SHS
VT
0.04%
TT WRLD ST ETF
PRF
0.03%
FTSE RAFI 1000
SCHM
0.02%
US MID-CAP ETF
FNDB
0.02%
SCHWAB FDT US BM
SCHK
0.02%
1000 INDEX ETF
VTL
0.01%
COM
ICAD
< 0.01%
COM NEW