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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
26
3
0
1
0
0
8
2
2
FINANCIAL CONSULATE INC

Time Period2017-12-31

Total Holdings101

Total Value ($x1000)195,689
Activities
New10

Increased43

Unchanged21

Decreased27

Sold Out3

Top 10 Stock Holdingstotal 52.26%
SCHB8.63

SCHX7.49

SCHF7.36

SCHO6.81

SCHM5.76

 
RPG5.26

MKC4.07

SCHE2.49

AAPL2.43

IVV1.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHB
8.63%
US BRD MKT ETF
SCHX
7.49%
US LRG CAP ETF
SCHF
7.36%
INTL EQTY ETF
SCHO
6.81%
SHT TM US TRES
SCHM
5.76%
US MID-CAP ETF
RPG
5.26%
GUG S&P500 PU GR
MKC
4.07%
COM NON VTG
SCHE
2.49%
EMRG MKTEQ ETF
AAPL
2.43%
COM
IVV
1.96%
CORE S&P500 ETF
SCHC
1.91%
INTL SCEQT ETF
HMC
1.81%
AMERN SHS
ALLY
1.69%
COM
ENV
1.65%
COM
TURN
1.64%
COM
FNDX
1.53%
SCHWAB FDT US LG
GE
1.41%
COM
AGG
1.36%
CORE TOTUSBD ETF
PATK
1.25%
COM
VTI
1.19%
TOTAL STK MKT
HA
1.17%
COM
SCHA
1.11%
US SML CAP ETF
ITOT
1.1%
CORE S&P TTL STK
SCHD
1.07%
US DIVIDEND EQ
CWI
1.06%
MSCI ACWI EXUS
VGSH
1.04%
SHTRM GVT BD ETF
SLV
0.98%
ISHARES
XOM
0.94%
COM
SCHZ
0.92%
US AGGREGATE B
RWO
0.86%
DJ GLB RL ES ETF
MCD
0.84%
COM
VEU
0.83%
ALLWRLD EX US
RWX
0.77%
DJ INTL RL ETF
PNC
0.76%
COM
MSFT
0.73%
COM
VO
0.7%
MID CAP ETF
SCHH
0.7%
US REIT ETF
SLVP
0.68%
GLB SILV MIN ETF
IWF
0.68%
RUS 1000 GRW ETF
TFI
0.64%
NUVN BRCLY MUNI
HPE
0.57%
COM
BNDX
0.53%
INTL BD IDX ETF
FNDA
0.53%
SCHWAB FDT US SC
LMT
0.52%
COM
SHM
0.5%
NUVN BR SHT MUNI
HPQ
0.46%
COM
T
0.46%
COM
PG
0.42%
COM
VWO
0.38%
FTSE EMR MKT ETF
SCZ
0.37%
EAFE SML CP ETF
SHY
0.36%
1-3 YR TR BD ETF
SCHP
0.36%
US TIPS ETF
ACNB
0.34%
COM
AERI
0.32%
COM
VEA
0.32%
FTSE DEV MKT ETF
CSX
0.31%
COM
TIP
0.31%
TIPS BD ETF
VZ
0.31%
COM
KMB
0.29%
COM
BRK.B
0.29%
CL B NEW
IXUS
0.28%
CORE MSCITOTAL
JPM
0.27%
COM
FNDE
0.27%
SCHWB FDT EMK LG
DXC
0.27%
COM
MTB
0.25%
COM
VB
0.23%
SMALL CP ETF
IJH
0.23%
CORE S&P MCP ETF
EWX
0.23%
S&P EMKTSC ETF
IWZ
0.22%
RUS 3000 GRW ETF
CVX
0.22%
COM
EXC
0.21%
COM
PERY
0.2%
COM
SCHR
0.19%
INTRM TRM TRES
FB
0.19%
CL A
MFGP
0.18%
SPON ADR NEW
JNJ
0.18%
COM
FNDC
0.17%
SCHWB FDT INT SC
RSG
0.17%
COM
FAST
0.16%
COM
BDX
0.16%
COM
MRK
0.16%
COM
WBA
0.16%
COM
GOOG
0.15%
CAP STK CL C
RTN
0.15%
COM NEW
SLB
0.13%
COM
CMCSA
0.13%
CL A
IJR
0.13%
CORE S&P SCP ETF
TRHC
0.12%
COM
DFS
0.12%
COM
MA
0.12%
CL A
DUK
0.11%
COM NEW
UNH
0.11%
COM
GOOGL
0.11%
CAP STK CL A
BA
0.11%
COM
NSC
0.11%
COM
ACWI
0.11%
MSCI ACWI ETF
PRU
0.1%
COM
AMLP
0.09%
ALERIAN MLP
CNDT
0.09%
COM
AMC
0.09%
CL A COM
AES
0.07%
COM
SIX
0.15%
COM
MKC/V
0.11%
COM VTG
NYRT
0.05%
COM