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Institutional Portfolios
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FINANCIAL ADVISORY GROUP
> 2018-12-31
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Time Period
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
Activity
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Increased
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Sold Out
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Stock
Options (PUT, CALL)
Fixed Income
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Transportation
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unidentified
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.
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Market Cap
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Growth
14
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2
1
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13
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FINANCIAL ADVISORY GROUP
Time Period
2018-12-31
Total Holdings
69
Total Value
($x1000)
325,462
Activities
New
7
Increased
17
Unchanged
23
Decreased
22
Sold Out
4
Top 10 Stock Holdings
total 79.02%
SPY
21.52
DBEF
14.02
IEF
12.71
DIA
9.44
MDY
8.45
 
SPLV
3.09
RPV
2.77
VV
2.65
BSCJ
2.44
GOVT
1.93
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
SPY
21.52%
TR UNIT
DBEF
14.02%
XTRAK MSCI EAFE
IEF
12.71%
7-10 Y TR BD ETF
DIA
9.44%
UT SER 1
MDY
8.45%
UTSER1 S&PDCRP
SPLV
3.09%
S&P500 LOW VOL
RPV
2.77%
S&P500 PUR VAL
VV
2.65%
LARGE CAP ETF
BSCJ
2.44%
BULSHS 2019 CB
GOVT
1.93%
U.S. TRS BD ETF
VTI
1.91%
TOTAL STK MKT
MBB
1.37%
MBS ETF
SCHE
1.21%
EMRG MKTEQ ETF
VUG
1.16%
GROWTH ETF
HEFA
1.12%
HDG MSCI EAFE
RSP
0.88%
S&P500 EQL WGT
QQQ
0.87%
UNIT SER 1
AAPL
0.82%
COM
BSCL
0.81%
BULSHS 2021 CB
BSCM
0.78%
BULSHS 2022 CB
JPST
0.65%
ULTRA SHRT INC
BSCN
0.64%
BULSHS 2023 CB
BSCK
0.62%
BULSHS 2020 CB
IWR
0.5%
RUS MID-CAP ETF
XOM
0.48%
COM
BRK.B
0.46%
CL B NEW
BA
0.39%
COM
SCHV
0.37%
US LCAP VA ETF
SCHM
0.36%
US MID-CAP ETF
BSCO
0.32%
BULSHS 2024 CB
PEP
0.3%
COM
HD
0.3%
COM
UTX
0.28%
COM
SCHX
0.27%
US LRG CAP ETF
JNJ
0.24%
COM
MMM
0.23%
COM
MCD
0.23%
COM
BXS
0.2%
COM
AMZN
0.19%
COM
MSFT
0.19%
COM
MINT
0.19%
ENHAN SHRT MAT
WBA
0.17%
COM
WMT
0.15%
COM
UNP
0.15%
COM
VIG
0.15%
DIV APP ETF
GOOGL
0.14%
CAP STK CL A
SDY
0.14%
S&P DIVID ETF
GOOG
0.12%
CAP STK CL C
BAX
0.12%
COM
ABBV
0.11%
COM
IEMG
0.11%
CORE MSCI EMKT
GSY
0.1%
ULTRA SHRT DUR
CSFL
0.1%
COM
BRK.A
0.09%
CL A
CVX
0.09%
COM
AMJ
0.08%
ALERIAN ML ETN
EPD
0.08%
COM
GLD
0.08%
GOLD SHS
IEFA
0.08%
CORE MSCI EAFE
WFC
0.08%
COM
ABT
0.07%
COM
FB
0.07%
CL A
KO
0.07%
COM
ANTM
0.07%
COM
VT
0.06%
TT WRLD ST ETF
TXN
0.06%
COM
AMGN
0.06%
COM
AETI
0.01%
COM
UPL
< 0.01%
COM NEW
BSCI
0.28%
BULSHS2018 COR
CLR
0.09%
COM
RDS/A
0.07%
SPONS ADR A
MO
0.06%
COM