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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
14
0
2
1
0
0
13
0
0
FINANCIAL ADVISORY GROUP

Time Period2018-12-31

Total Holdings69

Total Value ($x1000)325,462
Activities
New7

Increased17

Unchanged23

Decreased22

Sold Out4

Top 10 Stock Holdingstotal 79.02%
SPY21.52

DBEF14.02

IEF12.71

DIA9.44

MDY8.45

 
SPLV3.09

RPV2.77

VV2.65

BSCJ2.44

GOVT1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
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