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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
32
2
4
3
0
1
32
1
4
EVANSON ASSET MANAGEMENT LLC

Time Period2018-03-31

Total Holdings254

Total Value ($x1000)486,025
Activities
New13

Increased94

Unchanged83

Decreased64

Sold Out8

Top 10 Stock Holdingstotal 47.58%
FB17.11

PHYS9.69

VTI5.05

AAPL4.41

DHS2.3

 
VT2.1

DTH1.83

CEF1.81

IJS1.73

ALRM1.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FB
17.11%
CL A
PHYS
9.69%
UNIT
VTI
5.05%
TOTAL STK MKT
AAPL
4.41%
COM
DHS
2.3%
EQTY INC ETF
VT
2.1%
TT WRLD ST ETF
DTH
1.83%
DEFA EQT INC ETF
CEF
1.81%
CL A
IJS
1.73%
SP SMCP600VL ETF
ALRM
1.55%
COM
ACN
1.54%
SHS CLASS A
GOOG
1.53%
CAP STK CL C
SPY
1.45%
TR UNIT
GOOGL
1.43%
CAP STK CL A
BRK.B
1.42%
CL B NEW
DLS
1.39%
INTL SMCAP DIV
GIM
1.35%
COM
DES
1.25%
SMALLCAP DIVID
FAX
1.17%
COM
CSCO
1.07%
COM
VNQ
1.03%
REIT ETF
JNJ
0.89%
COM
VYM
0.85%
HIGH DIV YLD
DEM
0.82%
EMERG MKTS ETF
IDV
0.75%
INTL SEL DIV ETF
XOM
0.74%
COM
VWO
0.69%
FTSE EMR MKT ETF
IVV
0.65%
CORE S&P500 ETF
IAU
0.64%
ISHARES
OKE
0.62%
COM
VEA
0.59%
FTSE DEV MKT ETF
DVY
0.58%
SELECT DIVID ETF
IWD
0.53%
RUS 1000 VAL ETF
IWF
0.52%
RUS 1000 GRW ETF
MSFT
0.49%
COM
AMZN
0.49%
COM
SCZ
0.48%
EAFE SML CP ETF
BSV
0.48%
SHORT TRM BOND
VPL
0.48%
MEGA CAP GRO ETF
VUG
0.47%
GROWTH ETF
EPD
0.47%
COM
DOL
0.45%
INTL LRGCAP DV
IWC
0.44%
MICRO-CAP ETF
VGK
0.44%
FTSE EUROPE ETF
DGS
0.42%
EMG MKTS SMCAP
SQ
0.41%
CL A
BND
0.4%
TOTAL BND MRKT
EFA
0.39%
MSCI EAFE ETF
VTV
0.39%
VALUE ETF
IEFA
0.38%
CORE MSCI EAFE
IWM
0.37%
RUSSELL 2000 ETF
VB
0.33%
SMALL CP ETF
FXA
0.33%
AUSTRALIAN DOL
TIP
0.32%
TIPS BD ETF
VCSH
0.31%
SHRT TRM CORP BD
VV
0.3%
LARGE CAP ETF
WLTW
0.29%
SHS
MO
0.29%
COM
VBR
0.29%
SM CP VAL ETF
IWB
0.28%
RUS 1000 ETF
IWN
0.28%
RUS 2000 VAL ETF
CVX
0.27%
COM
PM
0.27%
COM
WY
0.27%
COM
XLK
0.26%
TECHNOLOGY
LAZ
0.26%
SHS A
IDU
0.25%
U.S. UTILITS ETF
INTC
0.25%
COM
VOO
0.23%
SHS
ABBV
0.21%
COM
TSLA
0.21%
COM
IJH
0.21%
CORE S&P MCP ETF
GSG
0.2%
UNIT BEN INT
BA
0.19%
COM
SCHD
0.19%
US DIVIDEND EQ
VFH
0.19%
FINANCIALS ETF
SLB
0.18%
COM
VEU
0.18%
ALLWRLD EX US
EEM
0.18%
MSCI EMG MKT ETF
WFC
0.18%
COM
MMM
0.18%
COM
ICF
0.17%
COHEN&STEER REIT
SCHE
0.17%
EMRG MKTEQ ETF
CL
0.17%
COM
KMI
0.17%
COM
ISHG
0.16%
3YRTB ETF
UNP
0.16%
COM
ETE
0.16%
COM UT LTD PTN
JPM
0.16%
COM
T
0.16%
COM
FXF
0.16%
SWISS FRANC SH
BIP
0.16%
LP INT UNIT
IWO
0.16%
RUS 2000 GRW ETF
DVYE
0.15%
EM MKTS DIV ETF
MCD
0.15%
COM
EFV
0.15%
EAFE VALUE ETF
IVW
0.15%
S&P 500 GRWT ETF
VSS
0.14%
FTSE SMCAP ETF
VCR
0.14%
CONSUM DIS ETF
IYY
0.14%
DOW JONES US ETF
CORT
0.13%
COM
ABT
0.13%
COM
WMT
0.13%
COM
SPLV
0.13%
S&P500 LOW VOL
PG
0.13%
COM
SYLD
0.13%
SHSHLD YIELD ETF
MUB
0.13%
NAT AMT FREE BD
NCOM
0.12%
COM
VIG
0.12%
DIV APP ETF
XLI
0.12%
SBI INT-INDS
STT
0.12%
COM
RPV
0.12%
GUG S&P500 PU VA
AAL
0.12%
COM
MMP
0.12%
COM UNIT RP LP
TLRA
0.12%
COM
PFE
0.12%
COM
BRKR
0.12%
COM
CSJ
0.12%
1-3 YR CR BD ETF
MDY
0.12%
UTSER1 S&PDCRP
VZ
0.11%
COM
BOND
0.11%
TOTL RETN ETF
SPHQ
0.11%
S&P 500 HGH QLTY
VXUS
0.11%
VG TL INTL STK F
EUFN
0.11%
MSCI EURO FL ETF
XLU
0.11%
SBI INT-UTILS
EFAV
0.11%
EAFE MIN VOL ETF
SASR
0.1%
COM
CWI
0.1%
MSCI ACWI EXUS
HAL
0.1%
COM
IJR
0.1%
CORE S&P SCP ETF
XLP
0.1%
SBI CONS STPLS
IJK
0.1%
S&P MC 400GR ETF
IBM
0.1%
COM
DTN
0.1%
DIV EX-FINL FD
IEMG
0.1%
CORE MSCI EMKT
BIV
0.1%
INTERMED TERM
AMLP
0.1%
ALERIAN MLP
SLV
0.1%
ISHARES
QQQ
0.1%
UNIT SER 1
FXC
0.09%
CDN DOLLAR SHS
IEUR
0.09%
CORE MSCI EURO
VTIP
0.09%
STRM INFPROIDX
CIU
0.09%
INTERM CR BD ETF
SCHX
0.09%
US LRG CAP ETF
CAT
0.09%
COM
UTX
0.09%
COM
BSJL
0.09%
2021 HG YLD CB
IJJ
0.09%
S&P MC 400VL ETF
MA
0.09%
CL A
SHY
0.09%
1-3 YR TR BD ETF
IPAC
0.09%
CORE MSCI PAC
VBK
0.08%
SML CP GRW ETF
EFG
0.08%
EAFE GRWTH ETF
AGG
0.08%
CORE TOTUSBD ETF
KO
0.08%
COM
GE
0.08%
COM
JXI
0.08%
GLOB UTILITS ETF
ITW
0.08%
COM
IBB
0.08%
NASDQ BIOTEC ETF
VNQI
0.08%
GLB EX US ETF
VDE
0.08%
ENERGY ETF
IHF
0.08%
US HLTHCR PR ETF
GWX
0.08%
S&P INTL SMLCP
MRK
0.08%
COM
MDLZ
0.08%
CL A
SBUX
0.08%
COM
IWV
0.08%
RUSSELL 3000 ETF
F
0.07%
COM PAR $0.01
JEC
0.07%
COM
AET
0.07%
COM
IOVA
0.07%
COM
DBC
0.07%
UNIT BEN INT
ORCL
0.07%
COM
PKW
0.07%
DYNA BUYBK ACH
IVE
0.07%
S&P 500 VAL ETF
AXP
0.07%
COM
DEW
0.07%
GLB EQTY INC FD
IXP
0.07%
GLOB TELECOM ETF
DIS
0.07%
COM DISNEY
FR
0.07%
COM
VO
0.07%
MID CAP ETF
BAC/PL
0.07%
7.25%CNV PFD L
VOE
0.06%
MCAP VL IDXVIP
CBSH
0.06%
COM
SCHA
0.06%
US SML CAP ETF
IFSM
0.06%
DEVSMCP EXNA ETF
IAT
0.06%
US REGNL BKS ETF
IYF
0.06%
U.S. FINLS ETF
LQD
0.06%
IBOXX INV CP ETF
ARCC
0.06%
COM
NCB
0.06%
COM
BAC
0.06%
COM
STPZ
0.06%
1-5 US TIP IDX
CR
0.06%
COM
LUV
0.06%
COM
AMGN
0.06%
COM
USB
0.06%
COM NEW
GBDC
0.06%
COM
TMO
0.06%
COM
GD
0.06%
COM
INTU
0.06%
COM
EEMS
0.06%
EM MKT SM-CP ETF
FDX
0.06%
COM
VCIT
0.05%
INT-TERM CORP
UPLD
0.05%
COM
DON
0.05%
MIDCAP DIVI FD
IEI
0.05%
3-7 YR TR BD ETF
PGF
0.05%
FINL PFD PTFL
DWDP
0.05%
COM
PWC
0.05%
DYNAMIC MKT PT
WFC/PL
0.05%
PERP PFD CNV A
ESNT
0.05%
COM
ILMN
0.05%
COM
BWX
0.05%
BRCLYS INTL ETF
ADP
0.05%
COM
APPF
0.05%
COM CL A
QCOM
0.05%
COM
ADX
0.05%
COM
RWO
0.05%
DJ GLB RL ES ETF
BL
0.05%
COM
SCHB
0.05%
US BRD MKT ETF
ADBE
0.05%
COM
ARNC
0.05%
COM
KHC
0.05%
COM
ELD
0.05%
EM LCL DEBT FD
IXC
0.05%
GLOBAL ENERG ETF
EMR
0.05%
COM
BP
0.05%
SPONSORED ADR
TDOC
0.05%
COM
PEP
0.05%
COM
PPLT
0.05%
SH BEN INT
VIGI
0.05%
INTL DVD ETF
XLE
0.05%
SBI INT-ENERGY
SCHH
0.04%
US REIT ETF
FXI
0.04%
CHINA LG-CAP ETF
HON
0.04%
COM
TPL
0.04%
SUB CTF PROP I T
BID
0.04%
COM
SGOL
0.04%
SHS
DBO
0.03%
DB OIL FUND
EVH
0.03%
CL A
KIN
0.03%
COM
NAD
0.03%
COM
KMPH
0.03%
COM
CRBP
0.03%
COM
SIRI
0.03%
COM
PSLV
0.02%
TR UNIT
LPI
0.02%
COM
MNDO
0.02%
ORD
SAND
0.01%
COM NEW
SDPI
0.01%
COM
CVRS
0.01%
COM
MNKD
0.01%
COM NEW
RAD
< 0.01%
COM
WFBI
0.11%
COM
UPS
0.06%
CL B
PGX
0.06%
AGG PFD PORT
PFF
0.05%
U.S. PFD STK ETF
PTLA
0.05%
COM
AMJ
0.05%
ALERIAN ML ETN
ENB
0.04%
COM
WMIH
< 0.01%
COM