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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
27
2
2
1
1
0
22
1
1
EMPIRICAL FINANCIAL SERVICES LLC

Time Period2017-12-31

Total Holdings151

Total Value ($x1000)466,318
Activities
New17

Increased76

Unchanged20

Decreased38

Sold Out5

Top 10 Stock Holdingstotal 66.82%
VCSH20.26

VCIT12.72

VTIP8.73

SHY6.48

IEMG5.33

 
SJNK4.36

VNQ2.55

VV2.22

SHM2.12

SCHX2.05

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCSH
20.26%
SHRT TRM CORP BD
VCIT
12.72%
INT-TERM CORP
VTIP
8.73%
STRM INFPROIDX
SHY
6.48%
1-3 YR TR BD ETF
IEMG
5.33%
CORE MSCI EMKT
SJNK
4.36%
SHT TRM HGH YLD
VNQ
2.55%
REIT ETF
VV
2.22%
LARGE CAP ETF
SHM
2.12%
NUVN BR SHT MUNI
SCHX
2.05%
US LRG CAP ETF
HYMB
1.46%
NUV HGHYLD MUN
MUB
1.39%
NAT AMT FREE BD
EMB
1.31%
JP MOR EM MK ETF
VTI
1.15%
TOTAL STK MKT
MSFT
1.02%
COM
SCHZ
1%
US AGGREGATE B
AAPL
0.97%
COM
FPE
0.86%
PFD SECS INC ETF
VEA
0.82%
FTSE DEV MKT ETF
HYD
0.73%
HIGH YLD MUN ETF
AMZN
0.69%
COM
SPY
0.69%
TR UNIT
TIP
0.68%
TIPS BD ETF
PG
0.66%
COM
VYM
0.65%
HIGH DIV YLD
FM
0.63%
MSCI FRNTR100ETF
SCHE
0.52%
EMRG MKTEQ ETF
CVX
0.45%
COM
QQQ
0.45%
UNIT SER 1
COMT
0.43%
COMMOD SEL STG
CAC
0.42%
COM
INTC
0.42%
COM
BSCI
0.4%
GUG BULL2018 E
VNQI
0.4%
GLB EX US ETF
DWX
0.39%
S&P INTL ETF
BSCJ
0.38%
GUG BULL2019 E
VTV
0.38%
VALUE ETF
SCHP
0.37%
US TIPS ETF
BSCK
0.37%
GUG BULL2020 E
SCZ
0.35%
EAFE SML CP ETF
DES
0.34%
SMALLCAP DIVID
BSCL
0.33%
GUGG BULSH 2021
SBUX
0.3%
COM
MCHP
0.29%
COM
VT
0.28%
TT WRLD ST ETF
BSCM
0.26%
GUGG BULSH 2022
IVV
0.26%
CORE S&P500 ETF
BSCN
0.24%
2023 CORP BOND
BA
0.24%
COM
ITM
0.22%
AMT FREE INT ETF
RWR
0.22%
DJ REIT ETF
AGG
0.21%
CORE TOTUSBD ETF
CSJ
0.2%
1-3 YR CR BD ETF
BSJJ
0.2%
GUG BUL 2019 HY
DLS
0.2%
INTL SMCAP DIV
BSJI
0.2%
GUG BLT2018 HY
BSJK
0.19%
GUG BUL 2020 HY
VUG
0.19%
GROWTH ETF
JNJ
0.19%
COM
BSJL
0.19%
2021 HG YLD CB
BSJM
0.18%
2022 HG YLD CB
DEM
0.18%
EMERG MKTS ETF
NKE
0.17%
CL B
IWC
0.17%
MICRO-CAP ETF
ITR
0.16%
INTR TRM CORP BD
SCPB
0.16%
BARC SHT TR CP
XOM
0.16%
COM
MATW
0.16%
CL A
IEFA
0.15%
CORE MSCI EAFE
IVE
0.15%
S&P 500 VAL ETF
VIG
0.15%
DIV APP ETF
SCHC
0.15%
INTL SCEQT ETF
SLYG
0.15%
S&P 600 SMCP GRW
COST
0.14%
COM
EFA
0.14%
MSCI EAFE ETF
BAC
0.14%
COM
MO
0.13%
COM
USB
0.13%
COM NEW
T
0.13%
COM
VWO
0.13%
FTSE EMR MKT ETF
VB
0.13%
SMALL CP ETF
GOOG
0.12%
CAP STK CL C
GE
0.12%
COM
FB
0.12%
CL A
GOOGL
0.12%
CAP STK CL A
BSV
0.12%
SHORT TRM BOND
AMGN
0.12%
COM
IWM
0.11%
RUSSELL 2000 ETF
JPM
0.11%
COM
FEM
0.1%
EMERG MKT ALPH
DIS
0.1%
COM DISNEY
EWX
0.1%
S&P EMKTSC ETF
ORCL
0.1%
COM
HYS
0.1%
0-5 HIGH YIELD
SCHO
0.1%
SHT TM US TRES
SCHF
0.1%
INTL EQTY ETF
WPS
0.09%
INTL DEVPPTY ETF
FTSL
0.09%
SENIOR LN FD
IJR
0.09%
CORE S&P SCP ETF
IEI
0.08%
3-7 YR TR BD ETF
PM
0.08%
COM
FDM
0.08%
COM SHS ANNUAL
SLV
0.08%
ISHARES
IVW
0.08%
S&P 500 GRWT ETF
PEP
0.08%
COM
DHR
0.08%
COM
LUV
0.07%
COM
RWO
0.07%
DJ GLB RL ES ETF
MCD
0.07%
COM
DGS
0.07%
EMG MKTS SMCAP
EBND
0.07%
BRCLY EM LOCL
SDY
0.07%
S&P DIVID ETF
LQD
0.07%
IBOXX INV CP ETF
GILD
0.07%
COM
IBM
0.06%
COM
IWB
0.06%
RUS 1000 ETF
ALK
0.06%
COM
MMM
0.06%
COM
SCHD
0.06%
US DIVIDEND EQ
KO
0.06%
COM
IJH
0.06%
CORE S&P MCP ETF
V
0.06%
COM CL A
FISV
0.06%
COM
ABBV
0.06%
COM
ADP
0.06%
COM
MRK
0.06%
COM
PFE
0.06%
COM
CAT
0.05%
COM
PDCO
0.05%
COM
BMY
0.05%
COM
UNH
0.05%
COM
PSX
0.05%
COM
XEL
0.05%
COM
HD
0.05%
COM
SCHV
0.05%
US LCAP VA ETF
DVY
0.05%
SELECT DIVID ETF
DTH
0.05%
DEFA EQT INC ETF
OXY
0.05%
COM
HPQ
0.05%
COM
VBR
0.05%
SM CP VAL ETF
EMLP
0.05%
NO AMER ENERGY
BRK.B
0.05%
CL B NEW
SCHB
0.05%
US BRD MKT ETF
CSX
0.04%
COM
MDLZ
0.04%
CL A
EEM
0.04%
MSCI EMG MKT ETF
VZ
0.04%
COM
HPE
0.03%
COM
OPK
0.02%
COM
CHK
0.01%
COM
CVM
< 0.01%
NEW
BSCH
0.45%
GUGG CRP BD 2017
BSJH
0.19%
GUG BLT2017 HY
SPLK
0.1%
COM
VPU
0.05%
UTILITIES ETF
VDC
0.05%
CONSUM STP ETF