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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
39
3
3
1
1
0
21
1
2
FINANCIAL ADVISORY SERVICE INC

Time Period2018-03-31

Total Holdings170

Total Value ($x1000)346,950
Activities
New8

Increased77

Unchanged14

Decreased71

Sold Out9

Top 10 Stock Holdingstotal 44.69%
ACWV9.76

SLYG7.13

MDYG7.07

USMV4.84

IVW3.26

 
EFV3.06

SCZ2.68

AGG2.46

SCHZ2.37

SCHF2.06

-- hover over a symbol below for details --
SEC 13F
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Detail
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ACWV
9.76%
CNTRY MIN VL ETF
SLYG
7.13%
S&P 600 SMCP GRW
MDYG
7.07%
S&P 400 MDCP GRW
USMV
4.84%
USA MIN VOL ETF
IVW
3.26%
S&P 500 GRWT ETF
EFV
3.06%
EAFE VALUE ETF
SCZ
2.68%
EAFE SML CP ETF
AGG
2.46%
CORE TOTUSBD ETF
SCHZ
2.37%
US AGGREGATE B
SCHF
2.06%
INTL EQTY ETF
SCHG
1.97%
US LCAP GR ETF
SCHV
1.84%
US LCAP VA ETF
BNDX
1.73%
INTL BD IDX ETF
DVY
1.69%
SELECT DIVID ETF
MDYV
1.63%
S&P 400 MDCP VAL
VCSH
1.42%
SHRT TRM CORP BD
SLYV
1.41%
S&P 600 SMCP VAL
VTI
1.37%
TOTAL STK MKT
MBG
1.24%
BRC MTG BCKD BD
AAPL
1.22%
COM
ITR
1.17%
INTR TRM CORP BD
SCHE
1.14%
EMRG MKTEQ ETF
IEFA
1.09%
CORE MSCI EAFE
SCHX
0.94%
US LRG CAP ETF
MUB
0.91%
NAT AMT FREE BD
CERN
0.9%
COM
IJS
0.86%
SP SMCP600VL ETF
SCHM
0.85%
US MID-CAP ETF
NOBL
0.79%
S&P 500 ARISTO
SHM
0.77%
NUVN BR SHT MUNI
MDT
0.76%
SHS
INTC
0.66%
COM
SCHA
0.66%
US SML CAP ETF
IEMG
0.64%
CORE MSCI EMKT
IVV
0.63%
CORE S&P500 ETF
PHB
0.61%
FDM HG YLD RAFI
GVI
0.6%
INTRM GOV/CR ETF
ACWI
0.6%
MSCI ACWI ETF
MSFT
0.55%
COM
BRK.B
0.55%
CL B NEW
JNJ
0.54%
COM
EFAV
0.53%
EAFE MIN VOL ETF
ARCB
0.52%
COM
VIG
0.51%
DIV APP ETF
IJR
0.51%
CORE S&P SCP ETF
XOM
0.48%
COM
IJH
0.48%
CORE S&P MCP ETF
IWF
0.47%
RUS 1000 GRW ETF
VBR
0.47%
SM CP VAL ETF
CBND
0.45%
BRC ISSUER SCORD
CVX
0.41%
COM
IWM
0.4%
RUSSELL 2000 ETF
HYG
0.4%
IBOXX HI YD ETF
DWX
0.4%
S&P INTL ETF
PG
0.36%
COM
VTWV
0.36%
VNG RUS2000VAL
T
0.35%
COM
MCD
0.34%
COM
HYMB
0.33%
NUV HGHYLD MUN
AMZN
0.33%
COM
BA
0.31%
COM
LQD
0.31%
IBOXX INV CP ETF
PFE
0.3%
COM
FNDX
0.28%
SCHWAB FDT US LG
WY
0.28%
COM
VZ
0.28%
COM
GLD
0.26%
GOLD SHS
MTUM
0.26%
MSCI USAMOMFCT
KO
0.25%
COM
SEB
0.25%
COM
LMT
0.24%
COM
SCHC
0.24%
INTL SCEQT ETF
COP
0.24%
COM
ACIM
0.22%
MSCI ACWI ETF
SCHB
0.22%
US BRD MKT ETF
IP
0.21%
COM
AMGN
0.2%
COM
BND
0.2%
TOTAL BND MRKT
MRK
0.2%
COM
IWN
0.2%
RUS 2000 VAL ETF
FNDA
0.19%
SCHWAB FDT US SC
CSCO
0.19%
COM
IWR
0.19%
RUS MID-CAP ETF
NKE
0.19%
CL B
EFA
0.18%
MSCI EAFE ETF
UN
0.18%
N Y SHS NEW
SPY
0.18%
TR UNIT
GSK
0.18%
SPONSORED ADR
JPM
0.18%
COM
SDY
0.18%
S&P DIVID ETF
IDV
0.18%
INTL SEL DIV ETF
BMY
0.18%
COM
RZG
0.17%
GUG S&P SC600 PG
WMT
0.17%
COM
MO
0.17%
COM
WM
0.17%
COM
BAC
0.16%
COM
PM
0.16%
COM
DWDP
0.16%
COM
IBM
0.16%
COM
CBSH
0.15%
COM
BTI
0.15%
SPONSORED ADR
GOOG
0.15%
CAP STK CL C
BP
0.15%
SPONSORED ADR
CAT
0.15%
COM
PIE
0.15%
DWA EMRG MKTS
CLX
0.15%
COM
AGZ
0.15%
AGENCY BOND ETF
MDY
0.15%
UTSER1 S&PDCRP
DUK
0.14%
COM NEW
VV
0.14%
LARGE CAP ETF
SCHR
0.14%
INTRM TRM TRES
MNA
0.14%
IQ MRGR ARB ETF
VEA
0.13%
FTSE DEV MKT ETF
UYG
0.13%
ULTRA FNCLS NEW
XLE
0.13%
SBI INT-ENERGY
MMM
0.13%
COM
CUT
0.13%
GUGG TIMBER ETF
RTN
0.13%
COM NEW
IWO
0.13%
RUS 2000 GRW ETF
LUV
0.13%
COM
VGT
0.13%
INF TECH ETF
OKE
0.12%
COM
FB
0.12%
CL A
BLK
0.11%
COM
DIS
0.11%
COM DISNEY
IJT
0.11%
SP SMCP600GR ETF
LLY
0.11%
COM
GOOGL
0.11%
CAP STK CL A
F
0.11%
COM PAR $0.01
GOVT
0.1%
U.S. TRS BD ETF
QQQ
0.1%
UNIT SER 1
FDN
0.1%
DJ INTERNT IDX
TXN
0.1%
COM
XLV
0.1%
SBI HEALTHCARE
TENX
0.09%
COM NEW
HEDJ
0.09%
EUROPE HEDGED EQ
ECL
0.09%
COM
IWD
0.09%
RUS 1000 VAL ETF
WFC
0.09%
COM
BRK.A
0.09%
CL A
ABBV
0.09%
COM
FCX
0.08%
COM
PSX
0.08%
COM
PEP
0.08%
COM
SBUX
0.08%
COM
CAG
0.08%
COM
KMB
0.08%
COM
VHT
0.08%
HEALTH CAR ETF
RRGB
0.08%
COM
MMP
0.08%
COM UNIT RP LP
IWB
0.08%
RUS 1000 ETF
TQQQ
0.07%
ULTRAPRO QQQ
IVE
0.07%
S&P 500 VAL ETF
EEM
0.07%
MSCI EMG MKT ETF
HD
0.07%
COM
NFLX
0.07%
COM
NSC
0.07%
COM
VB
0.07%
PRN
VWO
0.07%
FTSE EMR MKT ETF
GE
0.07%
COM
PFF
0.07%
U.S. PFD STK ETF
USB
0.06%
COM NEW
KR
0.06%
COM
SO
0.06%
COM
XLY
0.06%
SBI CONS DISCR
EXAS
0.06%
COM
TEVA
0.05%
ADR
KIM
0.05%
COM
NVAX
0.01%
COM
TENX
0.17%
COM
MBB
0.08%
MBS ETF
VT
0.08%
TT WRLD ST ETF
TYG
0.07%
COM
EPD
0.06%
COM
FBHS
0.06%
COM
KHC
0.06%
COM
SMDV
0.05%
RUSS 2000 DIVD
S
0.02%
COM SER 1