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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
24
3
1
1
0
0
8
2
1
FINANCIAL CONSULATE INC

Time Period2018-03-31

Total Holdings113

Total Value ($x1000)188,825
Activities
New23

Increased36

Unchanged26

Decreased28

Sold Out11

Top 10 Stock Holdingstotal 51.95%
SCHB8.95

SCHF8.75

SCHX8.04

SCHM6.31

RPG6.08

 
MKC4.36

SCHE2.8

AAPL2.59

SCHC2.12

ENV1.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHB
8.95%
US BRD MKT ETF
SCHF
8.75%
INTL EQTY ETF
SCHX
8.04%
US LRG CAP ETF
SCHM
6.31%
US MID-CAP ETF
RPG
6.08%
GUG S&P500 PU GR
MKC
4.36%
COM NON VTG
SCHE
2.8%
EMRG MKTEQ ETF
AAPL
2.59%
COM
SCHC
2.12%
INTL SCEQT ETF
ENV
1.95%
COM
HMC
1.95%
AMERN SHS
TURN
1.74%
COM
FNDX
1.64%
SCHWAB FDT US LG
ALLY
1.62%
COM
MOD
1.39%
COM
HA
1.33%
COM
ONEK
1.33%
RUSSELL 1000 ETF
SCHA
1.3%
US SML CAP ETF
PATK
1.15%
COM
CWI
1.15%
MSCI ACWI EXUS
ITOT
1.12%
CORE S&P TTL STK
GWL
1.06%
S&P WRLD EX US
SCHD
1.05%
US DIVIDEND EQ
SLV
1.04%
ISHARES
SCHO
0.98%
SHT TM US TRES
RWO
0.94%
DJ GLB RL ES ETF
RWX
0.9%
DJ INTL RL ETF
AGG
0.89%
CORE TOTUSBD ETF
IVV
0.89%
CORE S&P500 ETF
THRK
0.89%
RUSSELL 3000 ETF
PNC
0.82%
COM
MCD
0.79%
COM
SCHH
0.77%
US REIT ETF
TFI
0.75%
NUVN BRCLY MUNI
SLVP
0.74%
GLB SILV MIN ETF
HPE
0.72%
COM
SCHZ
0.7%
US AGGREGATE B
MSFT
0.65%
COM
XOM
0.6%
COM
SHM
0.58%
NUVN BR SHT MUNI
FNDA
0.58%
SCHWAB FDT US SC
LMT
0.57%
COM
BNDX
0.56%
INTL BD IDX ETF
SPYG
0.55%
S&P 500 GROWTH
RSCO
0.53%
SM CAP COMPLETE
SCHP
0.43%
US TIPS ETF
T
0.39%
COM
GMM
0.37%
EMERG MKTS ETF
IXUS
0.36%
CORE MSCITOTAL
ACNB
0.35%
COM
LAG
0.34%
BRCLYS AGG ETF
IJH
0.34%
CORE S&P MCP ETF
CSX
0.33%
COM
IWZ
0.32%
RUS 3000 GRW ETF
MTB
0.32%
COM
IPE
0.32%
BARCLYS TIPS ETF
GWX
0.32%
S&P INTL SMLCP
SST
0.31%
SHRT TRSRY ETF
BRK.B
0.31%
CL B NEW
FNDE
0.3%
SCHWB FDT EMK LG
AERI
0.3%
COM
DXC
0.29%
COM
JPM
0.29%
COM
PG
0.28%
COM
KMB
0.28%
COM
VTI
0.27%
TOTAL STK MKT
TWOK
0.26%
SPDR RUSSEL 2000
EWX
0.25%
S&P EMKTSC ETF
VO
0.24%
MID CAP ETF
VZ
0.23%
COM
IWF
0.23%
RUS 1000 GRW ETF
PERY
0.21%
COM
VEU
0.2%
ALLWRLD EX US
HYMB
0.19%
NUV HGHYLD MUN
EXC
0.19%
COM
FNDC
0.19%
SCHWB FDT INT SC
JNJ
0.18%
COM
GE
0.18%
COM
RTN
0.18%
COM NEW
FB
0.17%
CL A
RSG
0.17%
COM
TRHC
0.17%
COM
FAST
0.17%
COM
BDX
0.17%
COM
CVX
0.17%
COM
SCZ
0.17%
EAFE SML CP ETF
MRK
0.16%
COM
GOOG
0.15%
CAP STK CL C
WBA
0.15%
COM
MA
0.14%
CL A
IEMG
0.14%
CORE MSCI EMKT
VOO
0.13%
SHS
SLB
0.13%
COM
BA
0.13%
COM
VGSH
0.13%
SHTRM GVT BD ETF
HPQ
0.11%
COM
DFS
0.11%
COM
UNH
0.11%
COM
GOOGL
0.11%
CAP STK CL A
MKC/V
0.11%
COM VTG
IBM
0.11%
COM
CNDT
0.11%
COM
SCCO
0.11%
COM
ACWI
0.11%
MSCI ACWI ETF
VEA
0.11%
FTSE DEV MKT ETF
V
0.11%
COM CL A
PDBC
0.1%
DB OPT YLD DIV
UAA
0.1%
CL A
AMLP
0.08%
ALERIAN MLP
MFGP
0.08%
SPON ADR NEW
PFLT
0.08%
COM
AES
0.07%
COM
YUMA
0.01%
COM
VWO
0.38%
FTSE EMR MKT ETF
SHY
0.36%
1-3 YR TR BD ETF
TIP
0.31%
TIPS BD ETF
VB
0.23%
SMALL CP ETF
SCHR
0.19%
INTRM TRM TRES
CMCSA
0.13%
CL A
IJR
0.13%
CORE S&P SCP ETF
DUK
0.11%
COM NEW
NSC
0.11%
COM
PRU
0.1%
COM
AMC
0.09%
CL A COM