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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
31
1
3
EVANSON ASSET MANAGEMENT LLC

Time Period2017-12-31

Total Holdings249

Total Value ($x1000)493,047
Activities
New24

Increased95

Unchanged60

Decreased70

Sold Out9

Top 10 Stock Holdingstotal 48.25%
FB17.16

PHYS9.69

VTI5.18

AAPL4.44

DHS2.6

 
VT2.09

DTH1.96

CEF1.87

IJS1.73

ALRM1.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FB
17.16%
CL A
PHYS
9.69%
UNIT
VTI
5.18%
TOTAL STK MKT
AAPL
4.44%
COM
DHS
2.6%
EQTY INC ETF
VT
2.09%
TT WRLD ST ETF
DTH
1.96%
DEFA EQT INC ETF
CEF
1.87%
CL A
IJS
1.73%
SP SMCP600VL ETF
ALRM
1.53%
COM
GOOG
1.52%
CAP STK CL C
DLS
1.43%
INTL SMCAP DIV
SPY
1.43%
TR UNIT
GOOGL
1.42%
CAP STK CL A
GIM
1.37%
COM
DES
1.36%
SMALLCAP DIVID
BRK.B
1.35%
CL B NEW
VNQ
1.17%
REIT ETF
FAX
1.15%
COM
JNJ
0.94%
COM
CSCO
0.93%
COM
VYM
0.86%
HIGH DIV YLD
ACN
0.82%
SHS CLASS A
DEM
0.82%
EMERG MKTS ETF
XOM
0.8%
COM
IDV
0.76%
INTL SEL DIV ETF
VWO
0.7%
FTSE EMR MKT ETF
IVV
0.62%
CORE S&P500 ETF
IAU
0.61%
ISHARES
OKE
0.61%
COM
DVY
0.61%
SELECT DIVID ETF
IWD
0.54%
RUS 1000 VAL ETF
IWF
0.51%
RUS 1000 GRW ETF
VEA
0.49%
FTSE DEV MKT ETF
EPD
0.49%
COM
VPL
0.48%
MEGA CAP GRO ETF
BSV
0.48%
SHORT TRM BOND
VB
0.48%
SMALL CP ETF
VTV
0.47%
VALUE ETF
VUG
0.46%
GROWTH ETF
SCZ
0.45%
EAFE SML CP ETF
DOL
0.45%
INTL LRGCAP DV
VGK
0.44%
FTSE EUROPE ETF
EFA
0.42%
MSCI EAFE ETF
MSFT
0.42%
COM
DGS
0.4%
EMG MKTS SMCAP
VBR
0.39%
SM CP VAL ETF
IWC
0.39%
MICRO-CAP ETF
BND
0.39%
TOTAL BND MRKT
IEFA
0.37%
CORE MSCI EAFE
FXA
0.37%
AUSTRALIAN DOL
IWM
0.35%
RUSSELL 2000 ETF
IDU
0.33%
U.S. UTILITS ETF
MO
0.32%
COM
AMZN
0.31%
COM
VV
0.3%
LARGE CAP ETF
VCSH
0.29%
SHRT TRM CORP BD
SQ
0.29%
CL A
PM
0.29%
COM
WLTW
0.29%
SHS
IWN
0.28%
RUS 2000 VAL ETF
IWB
0.28%
RUS 1000 ETF
CVX
0.27%
COM
TIP
0.27%
TIPS BD ETF
WY
0.26%
COM
XLK
0.25%
TECHNOLOGY
LAZ
0.25%
SHS A
TSLA
0.24%
COM
FXC
0.23%
CDN DOLLAR SHS
VOO
0.23%
SHS
GSG
0.22%
UNIT BEN INT
KMI
0.21%
COM
ABBV
0.21%
COM
INTC
0.21%
COM
IJH
0.2%
CORE S&P MCP ETF
WFC
0.2%
COM
MMM
0.19%
COM
ETE
0.19%
COM UT LTD PTN
SLB
0.19%
COM
VFH
0.19%
FINANCIALS ETF
EEM
0.19%
MSCI EMG MKT ETF
EFV
0.19%
EAFE VALUE ETF
ICF
0.19%
COHEN&STEER REIT
CL
0.18%
COM
VEU
0.17%
ALLWRLD EX US
T
0.17%
COM
SCHD
0.17%
US DIVIDEND EQ
ISHG
0.17%
3YRTB ETF
SCHE
0.17%
EMRG MKTEQ ETF
MCD
0.17%
COM
BA
0.16%
COM
JPM
0.16%
COM
UNP
0.16%
COM
FXF
0.15%
SWISS FRANC SH
EFAV
0.15%
EAFE MIN VOL ETF
PG
0.15%
COM
CORT
0.15%
COM
DVYE
0.15%
EM MKTS DIV ETF
IVW
0.14%
S&P 500 GRWT ETF
VSS
0.14%
FTSE SMCAP ETF
VCR
0.14%
CONSUM DIS ETF
IYY
0.14%
DOW JONES US ETF
IWO
0.14%
RUS 2000 GRW ETF
BRKR
0.13%
COM
SPLV
0.13%
S&P500 LOW VOL
XLU
0.13%
SBI INT-UTILS
SYLD
0.13%
SHSHLD YIELD ETF
MUB
0.13%
NAT AMT FREE BD
TLRA
0.12%
COM
ABT
0.12%
COM
VIG
0.12%
DIV APP ETF
WMT
0.12%
COM
XLI
0.12%
SBI INT-INDS
RPV
0.12%
GUG S&P500 PU VA
VZ
0.12%
COM
STT
0.12%
COM
MDY
0.12%
UTSER1 S&PDCRP
CSJ
0.11%
1-3 YR CR BD ETF
AAL
0.11%
COM
PFE
0.11%
COM
NCOM
0.11%
COM
MMP
0.11%
COM UNIT RP LP
IBM
0.11%
COM
SPHQ
0.11%
S&P 500 HGH QLTY
BOND
0.11%
TOTL RETN ETF
VXUS
0.11%
VG TL INTL STK F
SCHX
0.11%
US LRG CAP ETF
XLP
0.11%
SBI CONS STPLS
WFBI
0.11%
COM
GE
0.1%
COM
AMLP
0.1%
ALERIAN MLP
BIP
0.1%
LP INT UNIT
CWI
0.1%
MSCI ACWI EXUS
DTN
0.1%
DIV EX-FINL FD
SLV
0.1%
ISHARES
IJK
0.1%
S&P MC 400GR ETF
HAL
0.1%
COM
IJR
0.1%
CORE S&P SCP ETF
IEMG
0.09%
CORE MSCI EMKT
IEUR
0.09%
CORE MSCI EURO
UTX
0.09%
COM
EUFN
0.09%
MSCI EURO FL ETF
CIU
0.09%
INTERM CR BD ETF
IJJ
0.09%
S&P MC 400VL ETF
QQQ
0.09%
UNIT SER 1
VTIP
0.09%
STRM INFPROIDX
BSJL
0.09%
2021 HG YLD CB
IXP
0.09%
GLOB TELECOM ETF
KO
0.09%
COM
EFG
0.09%
EAFE GRWTH ETF
SHY
0.08%
1-3 YR TR BD ETF
IPAC
0.08%
CORE MSCI PAC
ITW
0.08%
COM
AGG
0.08%
CORE TOTUSBD ETF
VBK
0.08%
SML CP GRW ETF
MRK
0.08%
COM
JEC
0.08%
COM
IBB
0.08%
NASDQ BIOTEC ETF
JXI
0.08%
GLOB UTILITS ETF
MDLZ
0.08%
CL A
VNQI
0.08%
GLB EX US ETF
IHF
0.08%
US HLTHCR PR ETF
F
0.08%
COM PAR $0.01
VDE
0.08%
ENERGY ETF
AET
0.08%
COM
GWX
0.08%
S&P INTL SMLCP
IWV
0.07%
RUSSELL 3000 ETF
LUV
0.07%
COM
ORCL
0.07%
COM
AXP
0.07%
COM
PKW
0.07%
DYNA BUYBK ACH
IVE
0.07%
S&P 500 VAL ETF
SBUX
0.07%
COM
DIS
0.07%
COM DISNEY
DEW
0.07%
GLB EQTY INC FD
FR
0.07%
COM
DBC
0.07%
UNIT BEN INT
MA
0.07%
CL A
BIV
0.07%
INTERMED TERM
BAC/PL
0.07%
7.25%CNV PFD L
VOE
0.06%
MCAP VL IDXVIP
VO
0.06%
MID CAP ETF
AMGN
0.06%
COM
CAT
0.06%
COM
DWDP
0.06%
COM
LQD
0.06%
IBOXX INV CP ETF
SCHA
0.06%
US SML CAP ETF
NCB
0.06%
COM
IYF
0.06%
U.S. FINLS ETF
USB
0.06%
COM NEW
IAT
0.06%
US REGNL BKS ETF
UPS
0.06%
CL B
STPZ
0.06%
1-5 US TIP IDX
CBSH
0.06%
COM
KHC
0.06%
COM
ARCC
0.06%
COM
FDX
0.06%
COM
GBDC
0.06%
COM
QCOM
0.06%
COM
CR
0.06%
COM
PGX
0.06%
AGG PFD PORT
EEMS
0.06%
EM MKT SM-CP ETF
DON
0.05%
MIDCAP DIVI FD
PFF
0.05%
U.S. PFD STK ETF
BAC
0.05%
COM
GD
0.05%
COM
IEI
0.05%
3-7 YR TR BD ETF
PGF
0.05%
FINL PFD PTFL
WFC/PL
0.05%
PERP PFD CNV A
PWC
0.05%
DYNAMIC MKT PT
TMO
0.05%
COM
ESNT
0.05%
COM
ADP
0.05%
COM
RWO
0.05%
DJ GLB RL ES ETF
INTU
0.05%
COM
XLE
0.05%
SBI INT-ENERGY
IFSM
0.05%
DEVSMCP EXNA ETF
ADX
0.05%
COM
PEP
0.05%
COM
PTLA
0.05%
COM
IXC
0.05%
GLOBAL ENERG ETF
SCHB
0.05%
US BRD MKT ETF
ARNC
0.05%
COM
VCIT
0.05%
INT-TERM CORP
SCHH
0.05%
US REIT ETF
VIGI
0.05%
INTL DVD ETF
AMJ
0.05%
ALERIAN ML ETN
HON
0.04%
COM
PPLT
0.04%
SH BEN INT
EMR
0.04%
COM
ENB
0.04%
COM
ELD
0.04%
EM LCL DEBT FD
BID
0.04%
COM
FXI
0.04%
CHINA LG-CAP ETF
KIN
0.03%
COM
DBO
0.03%
DB OIL FUND
NAD
0.03%
COM
CRBP
0.03%
COM
EVH
0.03%
CL A
PSLV
0.03%
TR UNIT
SIRI
0.02%
COM
IOVA
0.02%
COM
LPI
0.02%
COM
MNDO
0.02%
ORD
SAND
0.01%
COM NEW
KMPH
0.01%
COM
SDPI
0.01%
COM
CVRS
< 0.01%
COM
WMIH
< 0.01%
COM
SCHO
0.13%
SHT TM US TRES
DBV
0.05%
COM UT BEN INT
ALL
0.05%
COM
SSW
0.05%
SHS
FLOW
0.04%
COM
VPU
0.04%
UTILITIES ETF
VWOB
0.04%
EMERG MKT BD ETF
DDC
0.04%
COM
NSU
0.01%
COM