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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.
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Value
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Growth
17
0
0
0
0
0
12
1
1
EPSTEIN WHITE FINANCIAL LLC

Time Period2018-12-31

Total Holdings81

Total Value ($x1000)160,183
Activities
New12

Increased34

Unchanged1

Decreased34

Sold Out20

Top 10 Stock Holdingstotal 80.98%
IVV18.41

FBND13.03

IVE9.85

IWB8.76

FQAL8.22

 
IVW7.82

USMV5.69

SLQD5.64

ACWX2.16

CMBS1.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
18.41%
CORE S&P500 ETF
FBND
13.03%
TOTAL BD ETF
IVE
9.85%
S&P 500 VAL ETF
IWB
8.76%
RUS 1000 ETF
FQAL
8.22%
QLTY FCTOR ETF
IVW
7.82%
S&P 500 GRWT ETF
USMV
5.69%
USA MIN VOL ETF
SLQD
5.64%
0-5YR INVT GR CP
ACWX
2.16%
MSCI ACWI US ETF
CMBS
1.4%
CMBS ETF
SMMD
1.11%
RUSEL 2500 ETF
EEM
0.67%
MSCI EMG MKT ETF
AAPL
0.65%
COM
DVY
0.64%
SELECT DIVID ETF
IWF
0.63%
RUS 1000 GRW ETF
ITOT
0.58%
CORE S&P TTL STK
SPY
0.48%
TR UNIT
HYG
0.47%
IBOXX HI YD ETF
LQD
0.44%
IBOXX INV CP ETF
FDVV
0.41%
CORE DIVID ETF
AMZN
0.41%
COM
T
0.39%
COM
VZ
0.39%
COM
IJR
0.38%
CORE S&P SCP ETF
RSP
0.38%
S&P500 EQL WGT
MDY
0.37%
UTSER1 S&PDCRP
QCOM
0.35%
COM
JNK
0.34%
BRC HGH YLD BD
AGG
0.32%
CORE TOTUSBD ETF
DIA
0.32%
UT SER 1
QQQ
0.31%
UNIT SER 1
KO
0.29%
COM
VEA
0.26%
FTSE DEV MKT ETF
CVX
0.26%
COM
XOM
0.25%
COM
DUK
0.25%
COM NEW
CMF
0.25%
CALI AMT-FRE ETF
MO
0.24%
COM
PM
0.23%
COM
JNJ
0.23%
COM
WAL
0.22%
COM
SCHD
0.22%
US DIVIDEND EQ
HD
0.21%
COM
IDV
0.21%
INTL SEL DIV ETF
PG
0.21%
COM
VUG
0.21%
GROWTH ETF
MCD
0.2%
COM
ABBV
0.19%
COM
D
0.19%
COM
CCI
0.19%
COM
QUAL
0.19%
MSCI USA QLT FAC
MTUM
0.18%
MSCI USAMOMFCT
MMM
0.18%
COM
BP
0.18%
SPONSORED ADR
GSK
0.17%
SPONSORED ADR
PEP
0.17%
COM
FB
0.17%
CL A
IEMG
0.17%
CORE MSCI EMKT
TOTL
0.16%
SPDR TR TACTIC
DGRO
0.16%
CORE DIV GRWTH
BCE
0.16%
COM NEW
GOOGL
0.16%
CAP STK CL A
FTSL
0.16%
SENIOR LN FD
MSFT
0.16%
COM
PWZ
0.15%
CALIF AMT MUN
VOO
0.15%
SHS
WFC
0.14%
COM
FEX
0.14%
COM SHS
RDIV
0.14%
ULTRA DIVID REV
GWL
0.14%
S&P WRLD EX US
INTC
0.14%
COM
VOD
0.13%
SPNSR ADR NO PAR
BRK.B
0.13%
CL B NEW
HCN
0.13%
COM
SO
0.13%
COM
SHV
0.13%
SHRT TRS BD ETF
BIL
0.13%
SPDR BLOOMBERG
KMB
0.13%
COM
XLK
0.13%
TECHNOLOGY
SPHQ
0.13%
S&P500 QUALITY
OXY
0.13%
COM
IJH
2.22%
CORE S&P MCP ETF
IJS
0.51%
SP SMCP600VL ETF
RWL
0.48%
LARGE CAP REV ET
IJJ
0.46%
S&P MC 400VL ETF
IJK
0.43%
S&P MC 400GR ETF
PFF
0.26%
U.S. PFD STK ETF
TWOK
0.24%
SPDR RUSSEL 2000
IJT
0.23%
SP SMCP600GR ETF
JPIN
0.19%
DIV RTN INT EQ
CM
0.18%
COM
AGGY
0.16%
BRCLYS US AGGR
NGG
0.15%
SPONSORED ADR NE
DGS
0.15%
EMG MKTS SMCAP
TOT
0.15%
SPONSORED ADR
PFE
0.14%
COM
SJNK
0.14%
SHT TRM HGH YLD
COST
0.14%
COM
LMT
0.14%
COM
PSA
0.14%
COM
KLD
0.13%
USA ESG SLCT ETF