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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
33
2
5
3
0
2
33
2
4
EVANSON ASSET MANAGEMENT LLC

Time Period2018-06-30

Total Holdings252

Total Value ($x1000)504,316
Activities
New16

Increased96

Unchanged82

Decreased58

Sold Out18

Top 10 Stock Holdingstotal 49.38%
FB19.48

PHYS8.8

VTI5.46

AAPL4.57

DHS2.21

 
VT2.02

IJS1.94

GOOG1.65

CEF1.65

ALRM1.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FB
19.48%
CL A
PHYS
8.8%
UNIT
VTI
5.46%
TOTAL STK MKT
AAPL
4.57%
COM
DHS
2.21%
EQTY INC ETF
VT
2.02%
TT WRLD ST ETF
IJS
1.94%
SP SMCP600VL ETF
GOOG
1.65%
CAP STK CL C
CEF
1.65%
CL A
ALRM
1.6%
COM
ACN
1.58%
SHS CLASS A
GOOGL
1.53%
CAP STK CL A
DTH
1.49%
DEFA EQT INC ETF
SPY
1.48%
TR UNIT
BRK.B
1.31%
CL B NEW
DES
1.25%
SMALLCAP DIVID
GIM
1.23%
COM
DLS
1.18%
INTL SMCAP DIV
VNQ
1.09%
REIT ETF
CSCO
1.03%
COM
FAX
1.02%
COM
XOM
0.84%
COM
VYM
0.82%
HIGH DIV YLD
JNJ
0.82%
COM
AMZN
0.79%
COM
OKE
0.71%
COM
IDV
0.7%
INTL SEL DIV ETF
DEM
0.67%
EMERG MKTS ETF
VWO
0.61%
FTSE EMR MKT ETF
IAU
0.58%
ISHARES
IVV
0.55%
CORE S&P500 ETF
DVY
0.54%
SELECT DIVID ETF
IWF
0.53%
RUS 1000 GRW ETF
MSFT
0.52%
COM
VPL
0.5%
MEGA CAP GRO ETF
VEA
0.5%
FTSE DEV MKT ETF
SQ
0.49%
CL A
EPD
0.49%
COM
VGK
0.48%
FTSE EUROPE ETF
IWC
0.47%
MICRO-CAP ETF
SCZ
0.46%
EAFE SML CP ETF
BSV
0.46%
SHORT TRM BOND
IWD
0.41%
RUS 1000 VAL ETF
DOL
0.4%
INTL LRGCAP DV
IWM
0.38%
RUSSELL 2000 ETF
BND
0.38%
TOTAL BND MRKT
EFA
0.38%
MSCI EAFE ETF
VTV
0.37%
VALUE ETF
IEFA
0.35%
CORE MSCI EAFE
VB
0.34%
SMALL CP ETF
DGS
0.33%
EMG MKTS SMCAP
VCSH
0.33%
SHRT TRM CORP BD
VUG
0.32%
GROWTH ETF
TIP
0.31%
TIPS BD ETF
VV
0.3%
LARGE CAP ETF
CMF
0.29%
CALI AMT-FRE ETF
VBR
0.29%
SM CP VAL ETF
CVX
0.29%
COM
WLTW
0.28%
SHS
IWB
0.28%
RUS 1000 ETF
WY
0.27%
COM
XLK
0.27%
TECHNOLOGY
TSLA
0.26%
COM
IDU
0.25%
U.S. UTILITS ETF
VOO
0.24%
SHS
LAZ
0.24%
SHS A
INTC
0.23%
COM
MO
0.23%
COM
GSG
0.21%
UNIT BEN INT
IJH
0.2%
CORE S&P MCP ETF
IVW
0.2%
S&P 500 GRWT ETF
ABBV
0.2%
COM
MMM
0.19%
COM
CL
0.19%
COM
BA
0.19%
COM
ETE
0.19%
COM UT LTD PTN
PM
0.19%
COM
SLB
0.18%
COM
WFC
0.18%
COM
SCHD
0.18%
US DIVIDEND EQ
SCHE
0.18%
EMRG MKTEQ ETF
VFH
0.18%
FINANCIALS ETF
KMI
0.17%
COM
VEU
0.17%
ALLWRLD EX US
EEM
0.16%
MSCI EMG MKT ETF
UNP
0.16%
COM
IWO
0.16%
RUS 2000 GRW ETF
ISHG
0.15%
3YRTB ETF
ICF
0.15%
COHEN&STEER REIT
JPM
0.15%
COM
VCR
0.15%
CONSUM DIS ETF
MCD
0.15%
COM
T
0.14%
COM
BIP
0.14%
LP INT UNIT
IWN
0.14%
RUS 2000 VAL ETF
MMP
0.14%
COM UNIT RP LP
EFV
0.14%
EAFE VALUE ETF
IYY
0.14%
DOW JONES US ETF
VSS
0.13%
FTSE SMCAP ETF
DVYE
0.13%
EM MKTS DIV ETF
ABT
0.13%
COM
NCOM
0.13%
COM
CORT
0.12%
COM
SYLD
0.12%
SHSHLD YIELD ETF
MUB
0.12%
NAT AMT FREE BD
PG
0.12%
COM
VIG
0.12%
DIV APP ETF
MDY
0.12%
UTSER1 S&PDCRP
VZ
0.12%
COM
IWV
0.11%
RUSSELL 3000 ETF
XLI
0.11%
SBI INT-INDS
PFE
0.11%
COM
IJR
0.11%
CORE S&P SCP ETF
BRKR
0.11%
COM
WMT
0.11%
COM
FNDF
0.11%
SCHWB FDT INT LG
BOND
0.11%
TOTL RETN ETF
SASR
0.11%
COM
STT
0.11%
COM
XLU
0.11%
SBI INT-UTILS
VXUS
0.1%
VG TL INTL STK F
CSJ
0.1%
1-3 YR CR BD ETF
EFAV
0.1%
EAFE MIN VOL ETF
IJK
0.1%
S&P MC 400GR ETF
DTN
0.1%
DIV EX-FINL FD
FNDC
0.1%
SCHWB FDT INT SC
CWI
0.1%
MSCI ACWI EXUS
MRK
0.1%
COM
KO
0.1%
COM
HAL
0.1%
COM
XLP
0.1%
SBI CONS STPLS
MA
0.09%
CL A
SCHX
0.09%
US LRG CAP ETF
IJJ
0.09%
S&P MC 400VL ETF
VO
0.09%
MID CAP ETF
SLV
0.09%
ISHARES
EUFN
0.09%
MSCI EURO FL ETF
IEMG
0.09%
CORE MSCI EMKT
VTIP
0.09%
STRM INFPROIDX
UTX
0.09%
COM
VBK
0.09%
SML CP GRW ETF
IEUR
0.09%
CORE MSCI EURO
BIV
0.09%
INTERMED TERM
VDE
0.09%
ENERGY ETF
AAL
0.08%
COM
VNQI
0.08%
GLB EX US ETF
IHF
0.08%
US HLTHCR PR ETF
IBM
0.08%
COM
SHY
0.08%
1-3 YR TR BD ETF
AMGN
0.08%
COM
CAT
0.08%
COM
ADP
0.08%
COM
IPAC
0.08%
CORE MSCI PAC
IBB
0.08%
NASDQ BIOTEC ETF
AGG
0.08%
CORE TOTUSBD ETF
EFG
0.08%
EAFE GRWTH ETF
ASUR
0.08%
COM
VOE
0.08%
MCAP VL IDXVIP
AMLP
0.08%
ALERIAN MLP
JXI
0.08%
GLOB UTILITS ETF
SCIU
0.08%
SCIEN BETA US
GE
0.08%
COM
JEC
0.08%
COM
AET
0.08%
COM
PTLA
0.07%
COM
APPF
0.07%
COM CL A
MDLZ
0.07%
CL A
FR
0.07%
COM
SGOL
0.07%
SHS
ORCL
0.07%
COM
ILMN
0.07%
COM
F
0.07%
COM PAR $0.01
IVE
0.07%
S&P 500 VAL ETF
AXP
0.07%
COM
GWX
0.07%
S&P INTL SMLCP
ITW
0.07%
COM
CBSH
0.07%
COM
IWW
0.07%
RUS 3000 VAL ETF
DEW
0.07%
GLB EQTY INC FD
SCHA
0.07%
US SML CAP ETF
INTU
0.06%
COM
DIS
0.06%
COM DISNEY
TDOC
0.06%
COM
UPLD
0.06%
COM
IFSM
0.06%
DEVSMCP EXNA ETF
BAC/PL
0.06%
7.25%CNV PFD L
IYF
0.06%
U.S. FINLS ETF
IXP
0.06%
GLOB TELECOM ETF
ARCC
0.06%
COM
IAT
0.06%
US REGNL BKS ETF
INST
0.06%
COM
LQD
0.06%
IBOXX INV CP ETF
SBUX
0.06%
COM
NCB
0.06%
COM
STPZ
0.06%
1-5 US TIP IDX
TPL
0.06%
SUB CTF PROP I T
GBDC
0.06%
COM
TMO
0.06%
COM
USB
0.06%
COM NEW
DON
0.06%
MIDCAP DIVI FD
EEMV
0.06%
EM MK MINVOL ETF
FNDX
0.05%
SCHWAB FDT US LG
ADX
0.05%
COM
DWDP
0.05%
COM
BL
0.05%
COM
IOVA
0.05%
COM
ADBE
0.05%
COM
BAC
0.05%
COM
FDX
0.05%
COM
IEI
0.05%
3-7 YR TR BD ETF
LUV
0.05%
COM
CIU
0.05%
INTERM CR BD ETF
RWO
0.05%
DJ GLB RL ES ETF
CERN
0.05%
COM
IXC
0.05%
GLOBAL ENERG ETF
WFC/PL
0.05%
PERP PFD CNV A
BP
0.05%
SPONSORED ADR
CR
0.05%
COM
EEMS
0.05%
EM MKT SM-CP ETF
XLE
0.05%
SBI INT-ENERGY
SCHB
0.05%
US BRD MKT ETF
QCOM
0.05%
COM
GD
0.05%
COM
KHC
0.05%
COM
SCHH
0.05%
US REIT ETF
V
0.05%
COM CL A
EMR
0.04%
COM
VCIT
0.04%
INT-TERM CORP
PEP
0.04%
COM
AMJ
0.04%
ALERIAN ML ETN
XHR
0.04%
COM
BID
0.04%
COM
ESNT
0.04%
COM
EVH
0.04%
CL A
HON
0.04%
COM
SPW
0.04%
COM
KR
0.04%
COM
ELD
0.04%
EM LCL DEBT FD
KIN
0.03%
COM
ARNC
0.03%
COM
PSLV
0.03%
TR UNIT
NAD
0.03%
COM
SIRI
0.02%
COM
KMPH
0.02%
COM
CRBP
0.02%
COM
LPI
0.02%
COM
MNDO
0.02%
ORD
SAND
0.01%
COM NEW
SDPI
0.01%
COM
TLRA
0.01%
COM
MNKD
< 0.01%
COM NEW
CVRS
< 0.01%
COM
FXA
0.33%
AUSTRALIAN DOL
FXF
0.16%
SWISS FRANC SH
SPLV
0.13%
S&P500 LOW VOL
RPV
0.12%
GUG S&P500 PU VA
SPHQ
0.11%
S&P 500 HGH QLTY
QQQ
0.1%
UNIT SER 1
FXC
0.09%
CDN DOLLAR SHS
BSJL
0.09%
2021 HG YLD CB
DBC
0.07%
UNIT BEN INT
PKW
0.07%
DYNA BUYBK ACH
PGF
0.05%
FINL PFD PTFL
PWC
0.05%
DYNAMIC MKT PT
BWX
0.05%
BRCLYS INTL ETF
PPLT
0.05%
SH BEN INT
VIGI
0.05%
INTL DVD ETF
FXI
0.04%
CHINA LG-CAP ETF
DBO
0.03%
DB OIL FUND
RAD
< 0.01%
COM