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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
29
2
3
2
0
1
34
1
3
EVANSON ASSET MANAGEMENT LLC

Time Period2018-12-31

Total Holdings227

Total Value ($x1000)437,791
Activities
New10

Increased99

Unchanged68

Decreased50

Sold Out20

Top 10 Stock Holdingstotal 48.73%
FB15.85

PHYS10.28

VTI5.48

AAPL4.6

GOOG2.43

 
ALRM2.18

VT2.08

DHS2.06

GOOGL1.9

CEF1.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FB
15.85%
CL A
PHYS
10.28%
UNIT
VTI
5.48%
TOTAL STK MKT
AAPL
4.6%
COM
GOOG
2.43%
CAP STK CL C
ALRM
2.18%
COM
VT
2.08%
TT WRLD ST ETF
DHS
2.06%
EQTY INC ETF
GOOGL
1.9%
CAP STK CL A
CEF
1.87%
CL A
BRK.B
1.71%
CL B NEW
IJS
1.71%
SP SMCP600VL ETF
ACN
1.59%
SHS CLASS A
AMZN
1.52%
COM
DTH
1.51%
DEFA EQT INC ETF
GIM
1.38%
COM
SPY
1.31%
TR UNIT
CSCO
1.21%
COM
DLS
1.19%
INTL SMCAP DIV
VNQ
1.17%
REIT ETF
FAX
0.98%
COM
VYM
0.93%
HIGH DIV YLD
T
0.89%
COM
DES
0.89%
SMALLCAP DIVID
IDV
0.73%
INTL SEL DIV ETF
DEM
0.68%
EMERG MKTS ETF
IAU
0.67%
ISHARES
CVX
0.65%
COM
XOM
0.64%
COM
VEU
0.64%
ALLWRLD EX US
OKE
0.63%
COM
VWO
0.62%
FTSE EMR MKT ETF
MSFT
0.6%
COM
DVY
0.57%
SELECT DIVID ETF
IVV
0.55%
CORE S&P500 ETF
EFA
0.54%
MSCI EAFE ETF
JNJ
0.52%
COM
VPL
0.51%
MEGA CAP GRO ETF
SQ
0.51%
CL A
EPD
0.5%
COM
VGK
0.49%
FTSE EUROPE ETF
BSV
0.47%
SHORT TRM BOND
IWF
0.47%
RUS 1000 GRW ETF
VEA
0.43%
FTSE DEV MKT ETF
IWD
0.43%
RUS 1000 VAL ETF
TIP
0.41%
TIPS BD ETF
DOL
0.41%
INTL LRGCAP DV
SCZ
0.39%
EAFE SML CP ETF
IWC
0.37%
MICRO-CAP ETF
VTV
0.37%
VALUE ETF
IWM
0.35%
RUSSELL 2000 ETF
IEFA
0.35%
CORE MSCI EAFE
BND
0.34%
TOTAL BND MRKT
INTC
0.34%
COM
CMF
0.34%
CALI AMT-FRE ETF
WLTW
0.33%
SHS
DGS
0.32%
EMG MKTS SMCAP
VV
0.31%
LARGE CAP ETF
TSLA
0.3%
COM
IDU
0.29%
U.S. UTILITS ETF
IWB
0.29%
RUS 1000 ETF
VUG
0.29%
GROWTH ETF
XLK
0.28%
TECHNOLOGY
VB
0.22%
SMALL CP ETF
MMM
0.22%
COM
IVW
0.22%
S&P 500 GRWT ETF
ETE
0.21%
COM UT LTD PTN
LAZ
0.21%
SHS A
MO
0.21%
COM
IJH
0.2%
CORE S&P MCP ETF
SCHD
0.19%
US DIVIDEND EQ
MCD
0.19%
COM
VBR
0.19%
SM CP VAL ETF
WY
0.19%
COM
BA
0.18%
COM
SCHE
0.18%
EMRG MKTEQ ETF
VFH
0.18%
FINANCIALS ETF
WFC
0.18%
COM
PFE
0.17%
COM
JPM
0.17%
COM
GSG
0.17%
UNIT BEN INT
KMI
0.17%
COM
PG
0.16%
COM
ICF
0.16%
COHEN&STEER REIT
PSK
0.16%
WELLS FG PFD ETF
VZ
0.16%
COM
PM
0.15%
COM
VTIP
0.15%
STRM INFPROIDX
WMT
0.15%
COM
VCR
0.15%
CONSUM DIS ETF
DVYE
0.15%
EM MKTS DIV ETF
BIP
0.14%
LP INT UNIT
BRK.A
0.14%
CL A
MUB
0.14%
NAT AMT FREE BD
CL
0.14%
COM
UNP
0.14%
COM
EFV
0.14%
EAFE VALUE ETF
VIG
0.13%
DIV APP ETF
EEM
0.13%
MSCI EMG MKT ETF
VOO
0.13%
SHS
MMP
0.13%
COM UNIT RP LP
VSS
0.13%
FTSE SMCAP ETF
BOND
0.13%
TOTL RETN ETF
SYLD
0.12%
SHSHLD YIELD ETF
CORT
0.12%
COM
XLU
0.12%
SBI INT-UTILS
IWV
0.12%
RUSSELL 3000 ETF
XLI
0.12%
SBI INT-INDS
ILMN
0.12%
COM
ABBV
0.12%
COM
MDY
0.11%
UTSER1 S&PDCRP
SLB
0.11%
COM
VXUS
0.11%
VG TL INTL STK F
IJR
0.11%
CORE S&P SCP ETF
XLP
0.11%
SBI CONS STPLS
FNDF
0.11%
SCHWB FDT INT LG
MRK
0.1%
COM
CSJ
0.1%
1-3 YR CR BD ETF
MA
0.1%
CL A
ISHG
0.1%
3YRTB ETF
ABT
0.1%
COM
DTN
0.1%
DIV EX-FINL FD
CWI
0.1%
MSCI ACWI EXUS
SLV
0.1%
ISHARES
NCOM
0.1%
COM
AMGN
0.1%
COM
SCHX
0.1%
US LRG CAP ETF
EFAV
0.1%
EAFE MIN VOL ETF
IEMG
0.09%
CORE MSCI EMKT
SHY
0.09%
1-3 YR TR BD ETF
IHF
0.09%
US HLTHCR PR ETF
CAT
0.09%
COM
SBUX
0.09%
COM
JXI
0.09%
GLOB UTILITS ETF
ADP
0.09%
COM
VNQI
0.09%
GLB EX US ETF
ORCL
0.09%
COM
EUFN
0.09%
MSCI EURO FL ETF
VOE
0.09%
MCAP VL IDXVIP
STT
0.08%
COM
AAL
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
KO
0.08%
COM
APPF
0.08%
COM CL A
AXP
0.08%
COM
IPAC
0.08%
CORE MSCI PAC
IEUR
0.08%
CORE MSCI EURO
JEC
0.08%
COM
IBB
0.08%
NASDQ BIOTEC ETF
AMLP
0.08%
ALERIAN MLP
AGG
0.08%
CORE TOTUSBD ETF
EFG
0.08%
EAFE GRWTH ETF
IWO
0.08%
RUS 2000 GRW ETF
INTU
0.08%
COM
IVE
0.07%
S&P 500 VAL ETF
VDE
0.07%
ENERGY ETF
VCSH
0.07%
SHRT TRM CORP BD
UTX
0.07%
COM
SASR
0.07%
COM
COST
0.07%
COM
BNDX
0.07%
INTL BD IDX ETF
VO
0.07%
MID CAP ETF
FR
0.07%
COM
IWW
0.07%
RUS 3000 VAL ETF
BAC/PL
0.07%
7.25%CNV PFD L
BL
0.07%
COM
DIS
0.07%
COM DISNEY
BIV
0.07%
INTERMED TERM
HAL
0.07%
COM
UPLD
0.07%
COM
STPZ
0.07%
1-5 US TIP IDX
ARCC
0.07%
COM
IXP
0.06%
GLOB TELECOM ETF
NCB
0.06%
COM
IYF
0.06%
U.S. FINLS ETF
TDOC
0.06%
COM
SCHA
0.06%
US SML CAP ETF
EEMV
0.06%
EM MK MINVOL ETF
LLY
0.06%
COM
PTLA
0.06%
COM
INST
0.06%
COM
F
0.06%
COM PAR $0.01
GBDC
0.06%
COM
CIU
0.06%
INTERM CR BD ETF
WFC/PL
0.06%
PERP PFD CNV A
FNDX
0.06%
SCHWAB FDT US LG
DON
0.06%
MIDCAP DIVI FD
IFSM
0.06%
DEVSMCP EXNA ETF
ADBE
0.06%
COM
MDLZ
0.06%
CL A
SSW
0.06%
SHS
IAT
0.06%
US REGNL BKS ETF
QCOM
0.06%
COM
TMO
0.06%
COM
WPC
0.05%
COM
RWO
0.05%
DJ GLB RL ES ETF
GWX
0.05%
S&P INTL SMLCP
LUV
0.05%
COM
BAC
0.05%
COM
KR
0.05%
COM
CR
0.05%
COM
PEP
0.05%
COM
BP
0.05%
SPONSORED ADR
SCHB
0.05%
US BRD MKT ETF
V
0.05%
COM CL A
ADX
0.05%
COM
EEMS
0.05%
EM MKT SM-CP ETF
SMAR
0.05%
CL A
VBK
0.05%
SML CP GRW ETF
IBM
0.05%
COM
ESNT
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
EVH
0.05%
CL A
IOVA
0.04%
COM
KIN
0.04%
COM
ARNC
0.04%
COM
GE
0.03%
COM
NAD
0.03%
COM
CRBP
0.03%
COM
SIRI
0.02%
COM
MNDO
0.02%
ORD
TLRA
0.01%
COM
LPI
0.01%
COM
SDPI
0.01%
COM
KMPH
0.01%
COM
CVRS
< 0.01%
COM
MNKD
< 0.01%
COM NEW
FNDC
0.1%
SCHWB FDT INT SC
AET
0.09%
COM
SGOL
0.07%
SHS
TPL
0.06%
SUB CTF PROP I T
FDX
0.06%
COM
DWDP
0.05%
COM
EMR
0.05%
COM
XLE
0.05%
SBI INT-ENERGY
FLOT
0.05%
FLTG RATE BD ETF
IXC
0.05%
GLOBAL ENERG ETF
HON
0.05%
COM
GD
0.05%
COM
SCHH
0.05%
US REIT ETF
IYY
0.05%
DOW JONES US ETF
JKK
0.04%
MRGSTR SM CP GR
XHR
0.04%
COM
PYPL
0.04%
COM
TJX
0.04%
COM
AMJ
0.04%
ALERIAN ML ETN
PSLV
0.03%
TR UNIT