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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
23
2
2
2
0
0
13
3
1
FINANCIAL CONSULATE INC

Time Period2019-03-31

Total Holdings109

Total Value ($x1000)218,776
Activities
New15

Increased36

Unchanged12

Decreased46

Sold Out8

Top 10 Stock Holdingstotal 57.7%
SCHM12.25

SCHF9.8

SLYG8.26

SCHB5.74

RPG5.6

 
MKC5.23

SCHC3.25

SCHX2.68

AAPL2.66

CWI2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHM
12.25%
US MID-CAP ETF
SCHF
9.8%
INTL EQTY ETF
SLYG
8.26%
S&P 600 SMCP GRW
SCHB
5.74%
US BRD MKT ETF
RPG
5.6%
S&P500 PUR GWT
MKC
5.23%
COM NON VTG
SCHC
3.25%
INTL SCEQT ETF
SCHX
2.68%
US LRG CAP ETF
AAPL
2.66%
COM
CWI
2.23%
MSCI ACWI EXUS
TURN
1.92%
COM
ENV
1.64%
COM
MOD
1.53%
COM
SLVP
1.52%
GLB SILV MIN ETF
SCHA
1.45%
US SML CAP ETF
HMC
1.43%
AMERN SHS
ALLY
1.29%
COM
GWL
1.17%
S&P WRLD EX US
SCHE
1.06%
EMRG MKTEQ ETF
GMF
1.05%
ASIA PACIF ETF
RSCO
1.02%
SM CAP COMPLETE
SCHD
0.94%
US DIVIDEND EQ
ITOT
0.87%
CORE S&P TTL STK
IJH
0.86%
CORE S&P MCP ETF
MCD
0.83%
COM
HA
0.81%
COM
SCHO
0.79%
SHT TM US TRES
MSFT
0.78%
COM
IXUS
0.78%
CORE MSCITOTAL
PATK
0.73%
COM
TFI
0.69%
NUVN BRCLY MUNI
SCHZ
0.62%
US AGGREGATE B
AGG
0.61%
CORE TOTUSBD ETF
UPS
0.6%
CL B
PNC
0.56%
COM
XOM
0.53%
COM
SHM
0.52%
NUVN BR SHT MUNI
DOCU
0.51%
COM
BNDX
0.49%
INTL BD IDX ETF
IJT
0.46%
SP SMCP600GR ETF
HPE
0.44%
COM
THRK
0.44%
RUSSELL 3000 ETF
SCHP
0.42%
US TIPS ETF
IVV
0.42%
CORE S&P500 ETF
LMT
0.42%
COM
ONEK
0.4%
RUSSELL 1000 ETF
CSX
0.38%
COM
PG
0.37%
COM
ACNB
0.35%
COM
TENB
0.35%
COM
TJX
0.33%
COM
FNDX
0.31%
SCHWAB FDT US LG
LAG
0.3%
BRCLYS AGG ETF
BRK.B
0.3%
CL B NEW
SPYG
0.29%
S&P 500 GROWTH
TWOK
0.27%
SPDR RUSSEL 2000
KMB
0.27%
COM
GWX
0.26%
S&P INTL SMLCP
SST
0.26%
SHRT TRSRY ETF
SCZ
0.26%
EAFE SML CP ETF
T
0.25%
COM
MRK
0.24%
COM
IWZ
0.24%
RUS 3000 GRW ETF
VZ
0.24%
COM
JPM
0.23%
COM
VTI
0.23%
TOTAL STK MKT
AERI
0.23%
COM
IPE
0.23%
BARCLYS TIPS ETF
EXC
0.22%
COM
CBRL
0.21%
COM
IWF
0.2%
RUS 1000 GRW ETF
MTB
0.19%
COM
HYMB
0.18%
NUV HGHYLD MUN
JNJ
0.18%
COM
GOOG
0.17%
CAP STK CL C
MA
0.17%
CL A
VO
0.17%
MID CAP ETF
DXC
0.16%
COM
CSCO
0.16%
COM
BA
0.16%
COM
TRHC
0.15%
COM
AMZN
0.15%
COM
UTX
0.15%
COM
FAST
0.15%
COM
BDX
0.14%
COM
IJR
0.14%
CORE S&P SCP ETF
CVX
0.14%
COM
MKC/V
0.14%
COM VTG
RSG
0.13%
COM
FB
0.13%
CL A
VOO
0.13%
SHS
RTN
0.13%
COM NEW
UNH
0.12%
COM
DVY
0.12%
SELECT DIVID ETF
DHR
0.12%
COM
IEMG
0.11%
CORE MSCI EMKT
GOOGL
0.11%
CAP STK CL A
UAA
0.11%
CL A
FDX
0.1%
COM
V
0.1%
COM CL A
COST
0.1%
COM
ACWI
0.1%
MSCI ACWI ETF
WDAY
0.1%
CL A
SPYD
0.09%
SP500 HIGH DIV
HD
0.09%
COM
GE
0.09%
COM
WBA
0.09%
COM
AMLP
0.07%
ALERIAN MLP
PFLT
0.06%
COM
ACIM
6.57%
MSCI ACWI ETF
SLV
1.17%
ISHARES
SCHH
0.88%
US REIT ETF
FNDA
0.86%
SCHWAB FDT US SC
RWX
0.81%
DJ INTL RL ETF
EA
0.22%
COM
NSC
0.13%
COM
VEU
0.12%
ALLWRLD EX US