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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
9
3
1
FINANCIAL CONSULATE INC

Time Period2018-12-31

Total Holdings102

Total Value ($x1000)166,672
Activities
New3

Increased33

Unchanged15

Decreased51

Sold Out18

Top 10 Stock Holdingstotal 49.35%
SCHF8.3

ACIM6.57

MKC6.4

SCHB6.35

SCHM4.92

 
SCHX4.07

RPG4

GMF3.54

AAPL2.99

FNDX2.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHF
8.3%
INTL EQTY ETF
ACIM
6.57%
MSCI ACWI ETF
MKC
6.4%
COM NON VTG
SCHB
6.35%
US BRD MKT ETF
SCHM
4.92%
US MID-CAP ETF
SCHX
4.07%
US LRG CAP ETF
RPG
4%
S&P500 PUR GWT
GMF
3.54%
ASIA PACIF ETF
AAPL
2.99%
COM
FNDX
2.21%
SCHWAB FDT US LG
TURN
2.21%
COM
CWI
2.06%
MSCI ACWI EXUS
SCHC
1.88%
INTL SCEQT ETF
HMC
1.82%
AMERN SHS
ENV
1.67%
COM
MOD
1.46%
COM
ACWI
1.44%
MSCI ACWI ETF
ALLY
1.43%
COM
SCHA
1.26%
US SML CAP ETF
SLV
1.17%
ISHARES
HA
1.08%
COM
SCHD
1.06%
US DIVIDEND EQ
SCHO
1.05%
SHT TM US TRES
ITOT
1.03%
CORE S&P TTL STK
MCD
1.02%
COM
SCHE
1.02%
EMRG MKTEQ ETF
ONEK
0.98%
RUSSELL 1000 ETF
AGG
0.96%
CORE TOTUSBD ETF
GWL
0.93%
S&P WRLD EX US
MSFT
0.88%
COM
SCHH
0.88%
US REIT ETF
FNDA
0.86%
SCHWAB FDT US SC
TFI
0.84%
NUVN BRCLY MUNI
RWX
0.81%
DJ INTL RL ETF
SCHZ
0.79%
US AGGREGATE B
SLVP
0.75%
GLB SILV MIN ETF
PNC
0.7%
COM
UPS
0.7%
CL B
SHM
0.69%
NUVN BR SHT MUNI
BNDX
0.63%
INTL BD IDX ETF
PATK
0.62%
COM
XOM
0.61%
COM
SCHP
0.54%
US TIPS ETF
THRK
0.52%
RUSSELL 3000 ETF
ACNB
0.5%
COM
HPE
0.49%
COM
IXUS
0.48%
CORE MSCITOTAL
LMT
0.48%
COM
TJX
0.47%
COM
PG
0.44%
COM
IVV
0.42%
CORE S&P500 ETF
CSX
0.42%
COM
BRK.B
0.4%
CL B NEW
LAG
0.38%
BRCLYS AGG ETF
T
0.37%
COM
SST
0.35%
SHRT TRSRY ETF
IJH
0.33%
CORE S&P MCP ETF
KMB
0.33%
COM
JPM
0.3%
COM
VZ
0.3%
COM
CBRL
0.3%
COM
IPE
0.29%
BARCLYS TIPS ETF
MRK
0.28%
COM
MTB
0.27%
COM
VTI
0.26%
TOTAL STK MKT
EXC
0.26%
COM
RSCO
0.25%
SM CAP COMPLETE
IWF
0.24%
RUS 1000 GRW ETF
HYMB
0.23%
NUV HGHYLD MUN
TRHC
0.23%
COM
TWOK
0.23%
SPDR RUSSEL 2000
AERI
0.23%
COM
EA
0.22%
COM
JNJ
0.22%
COM
IWZ
0.21%
RUS 3000 GRW ETF
VO
0.2%
MID CAP ETF
SPYG
0.2%
S&P 500 GROWTH
GOOG
0.2%
CAP STK CL C
WBA
0.18%
COM
UTX
0.18%
COM
DXC
0.18%
COM
CVX
0.17%
COM
BA
0.17%
COM
AMZN
0.17%
COM
MA
0.17%
CL A
RSG
0.17%
COM
BDX
0.17%
COM
MKC/V
0.17%
COM VTG
UNH
0.16%
COM
FAST
0.16%
COM
VOO
0.15%
SHS
SCZ
0.15%
EAFE SML CP ETF
FB
0.14%
CL A
RTN
0.14%
COM NEW
NSC
0.13%
COM
GOOGL
0.13%
CAP STK CL A
UAA
0.12%
CL A
FDX
0.12%
COM
VEU
0.12%
ALLWRLD EX US
GE
0.09%
COM
AMLP
0.08%
ALERIAN MLP
PFLT
0.07%
COM
RWO
1.1%
DJ GLB RL ES ETF
FNDE
0.34%
SCHWB FDT EMK LG
PERY
0.29%
COM
GWX
0.26%
S&P INTL SMLCP
EWX
0.25%
S&P EMKTSC ETF
FNDC
0.22%
SCHWB FDT INT SC
GMM
0.16%
EMERG MKTS ETF
V
0.15%
COM CL A
IEMG
0.15%
CORE MSCI EMKT
CNDT
0.14%
COM
FDRR
0.14%
DIVID ETF RISI
IJR
0.14%
CORE S&P SCP ETF
DFS
0.14%
COM
SLB
0.13%
COM
HD
0.13%
COM
COST
0.12%
COM
PEP
0.12%
COM
DHR
0.12%
COM