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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
15
0
2
1
0
0
14
0
0
FINANCIAL ADVISORY GROUP

Time Period2019-06-30

Total Holdings72

Total Value ($x1000)378,361
Activities
New5

Increased34

Unchanged15

Decreased18

Sold Out1

Top 10 Stock Holdingstotal 80.43%
SPY24.73

DBEF14.37

IEF12.09

DIA8.94

MDY8.85

 
RPV3.05

VV2.67

VTI2.59

SPLV1.67

GOVT1.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
24.73%
TR UNIT
DBEF
14.37%
XTRAK MSCI EAFE
IEF
12.09%
7-10 Y TR BD ETF
DIA
8.94%
UT SER 1
MDY
8.85%
UTSER1 S&PDCRP
RPV
3.05%
S&P500 PUR VAL
VV
2.67%
LARGE CAP ETF
VTI
2.59%
TOTAL STK MKT
SPLV
1.67%
S&P500 LOW VOL
GOVT
1.47%
U.S. TRS BD ETF
VUG
1.22%
GROWTH ETF
BSCJ
1.18%
BULSHS 2019 CB
HEFA
1.07%
HDG MSCI EAFE
AAPL
0.99%
COM
QQQ
0.95%
UNIT SER 1
RSP
0.95%
S&P500 EQL WGT
SLYV
0.86%
S&P 600 SMCP VAL
JPST
0.71%
ULTRA SHRT INC
BSCM
0.69%
BULSHS 2022 CB
BSCL
0.69%
BULSHS 2021 CB
BSCN
0.58%
BULSHS 2023 CB
XOM
0.57%
COM
SCHE
0.54%
EMRG MKTEQ ETF
IWR
0.53%
RUS MID-CAP ETF
BSCK
0.53%
BULSHS 2020 CB
BRK.B
0.41%
CL B NEW
SCHM
0.4%
US MID-CAP ETF
BA
0.39%
COM
BSCO
0.39%
BULSHS 2024 CB
SCHX
0.35%
US LRG CAP ETF
PEP
0.34%
COM
HD
0.34%
COM
SCHV
0.34%
US LCAP VA ETF
UTX
0.31%
COM
MCD
0.26%
COM
MSFT
0.26%
COM
AMZN
0.24%
COM
JNJ
0.21%
COM
BSCP
0.2%
BULSHS 2025 CB
MMM
0.19%
COM
WMT
0.16%
COM
UNP
0.16%
COM
VIG
0.16%
DIV APP ETF
GOOG
0.14%
CAP STK CL C
GOOGL
0.13%
CAP STK CL A
SDY
0.13%
S&P DIVID ETF
BXS
0.13%
COM
MINT
0.13%
ENHAN SHRT MAT
BAX
0.12%
COM
WBA
0.11%
COM
IEMG
0.1%
CORE MSCI EMKT
CSFL
0.09%
COM
FB
0.09%
CL A
ABT
0.09%
COM
CVX
0.09%
COM
KO
0.09%
COM
TXN
0.09%
COM
ABBV
0.09%
COM
EPD
0.08%
COM
BRK.A
0.08%
CL A
GLD
0.07%
GOLD SHS
CCOR
0.07%
CORE EQUITY
WFC
0.06%
COM
ANTM
0.06%
COM
MBB
0.06%
MBS ETF
DIS
0.06%
COM DISNEY
IEFA
0.06%
CORE MSCI EAFE
AMJ
0.06%
ALERIAN ML ETN
NKE
0.06%
CL B
PG
0.06%
COM
AETI
0.01%
COM
UPL
< 0.01%
COM NEW
CLR
0.06%
COM