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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
36
2
4
1
0
1
26
2
4
FINANCIAL STRATEGY NETWORK LLC

Time Period2019-06-30

Total Holdings152

Total Value ($x1000)399,613
Activities
New11

Increased45

Unchanged21

Decreased75

Sold Out11

Top 10 Stock Holdingstotal 60.43%
HEFA13.87

IJR13.3

BSCP6.47

BSCO5.76

ULTA4.93

 
DLN4.71

BSJK3.16

DOL3.05

BSCM2.87

BSJL2.31

-- hover over a symbol below for details --
SEC 13F
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Detail
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HEFA
13.87%
HDG MSCI EAFE
IJR
13.3%
CORE S&P SCP ETF
BSCP
6.47%
BULSHS 2025 CB
BSCO
5.76%
BULSHS 2024 CB
ULTA
4.93%
COM
DLN
4.71%
LARGECAP DIVID
BSJK
3.16%
BULSHS 2020 HY
DOL
3.05%
INTL LRGCAP DV
BSCM
2.87%
BULSHS 2022 CB
BSJL
2.31%
BULSHS 2021 HY
SDY
2.29%
S&P DIVID ETF
BSCN
1.8%
BULSHS 2023 CB
BSJJ
1.63%
BULSHS 2019 HY
SPY
1.35%
TR UNIT
BRK.B
1.29%
CL B NEW
BSCL
1.27%
BULSHS 2021 CB
IWF
1.23%
RUS 1000 GRW ETF
QAI
1.2%
HEDGE MLTI ETF
IWN
1.05%
RUS 2000 VAL ETF
IWD
1.02%
RUS 1000 VAL ETF
SCHV
0.94%
US LCAP VA ETF
MSFT
0.89%
COM
DES
0.84%
SMALLCAP DIVID
DEM
0.71%
EMERG MKTS ETF
ITW
0.69%
COM
BSCK
0.67%
BULSHS 2020 CB
SCHB
0.65%
US BRD MKT ETF
PID
0.6%
INTL DIVI ACHI
EFA
0.57%
MSCI EAFE ETF
BSCJ
0.52%
BULSHS 2019 CB
SCHG
0.48%
US LCAP GR ETF
BRK.A
0.47%
CL A
AAPL
0.42%
COM
IWM
0.41%
RUSSELL 2000 ETF
T
0.4%
COM
RLI
0.39%
COM
IVW
0.39%
S&P 500 GRWT ETF
PEP
0.37%
COM
AMZN
0.37%
COM
IEMG
0.36%
CORE MSCI EMKT
EME
0.35%
COM
MCD
0.34%
COM
IWR
0.32%
RUS MID-CAP ETF
PG
0.3%
COM
QQQ
0.29%
UNIT SER 1
WPC
0.29%
COM
CBOE
0.28%
COM
CVX
0.28%
COM
EEM
0.27%
MSCI EMG MKT ETF
IWO
0.27%
RUS 2000 GRW ETF
VFH
0.27%
FINANCIALS ETF
JNJ
0.26%
COM
JPM
0.26%
COM
XOM
0.25%
COM
IVV
0.25%
CORE S&P500 ETF
IYR
0.25%
U.S. REAL ES ETF
IJS
0.24%
SP SMCP600VL ETF
IEFA
0.2%
CORE MSCI EAFE
DLS
0.2%
INTL SMCAP DIV
AGG
0.2%
CORE TOTUSBD ETF
IBM
0.19%
COM
CSCO
0.18%
COM
NFRA
0.18%
STOXX GLOBR INF
BA
0.18%
COM
BKLN
0.17%
SR LN ETF
UNP
0.17%
COM
VZ
0.17%
COM
SBUX
0.17%
COM
GQRE
0.16%
GLB QLT R/E IDX
MRK
0.16%
COM
GOOGL
0.15%
CAP STK CL A
FEN
0.15%
COM
BAC
0.14%
COM
WM
0.14%
COM
EPD
0.14%
COM
CME
0.14%
COM
UTX
0.13%
COM
PFE
0.13%
COM
DIS
0.13%
COM DISNEY
WBA
0.13%
COM
SCHF
0.13%
INTL EQTY ETF
VB
0.13%
SMALL CP ETF
RWR
0.12%
DJ REIT ETF
GOOG
0.12%
CAP STK CL C
HCP
0.12%
COM
BXP
0.12%
COM
VIG
0.12%
DIV APP ETF
ABT
0.11%
COM
BP
0.11%
SPONSORED ADR
OKE
0.11%
COM
SPGI
0.11%
COM
FB
0.11%
CL A
ORCL
0.11%
COM
TMO
0.1%
COM
V
0.1%
COM CL A
EXC
0.1%
COM
VO
0.1%
MID CAP ETF
MDY
0.1%
UTSER1 S&PDCRP
HD
0.1%
COM
TDTT
0.1%
IBOXX 3R TARGT
VHT
0.1%
HEALTH CAR ETF
MUB
0.1%
NAT AMT FREE BD
WTFC
0.1%
COM
IQDF
0.1%
INTL QLTDV IDX
ECL
0.1%
COM
VCSH
0.09%
SHRT TRM CORP BD
NSC
0.09%
COM
ABBV
0.09%
COM
CSX
0.09%
COM
SCHA
0.09%
US SML CAP ETF
PM
0.08%
COM
IQDE
0.08%
INTL QLTDV DEF
JNK
0.08%
BLOOMBERG BRCLYS
RVT
0.08%
COM
YUM
0.07%
COM
ETN
0.07%
SHS
FITB
0.07%
COM
CMCSA
0.07%
CL A
MDT
0.07%
SHS
CCI
0.07%
COM
ACN
0.07%
SHS CLASS A
KO
0.07%
COM
LMT
0.07%
COM
UNH
0.07%
COM
AXP
0.07%
COM
EWU
0.07%
MSCI UK ETF NEW
LDP
0.07%
COM
BABA
0.07%
SPONSORED ADS
CHRW
0.07%
COM NEW
WTR
0.06%
COM
IWP
0.06%
RUS MD CP GR ETF
VEA
0.06%
FTSE DEV MKT ETF
INTC
0.06%
COM
KMB
0.06%
COM
MO
0.06%
COM
XLE
0.06%
SBI INT-ENERGY
CLX
0.06%
COM
GRUB
0.06%
COM
EMB
0.06%
JP MOR EM MK ETF
TTWO
0.06%
COM
VYM
0.06%
HIGH DIV YLD
DHR
0.06%
COM
AMLP
0.05%
ALERIAN MLP
BCE
0.05%
COM NEW
IHI
0.05%
U.S. MED DVC ETF
BAX
0.05%
COM
MMM
0.05%
COM
SCHE
0.05%
EMRG MKTEQ ETF
DUK
0.05%
COM NEW
ABX
0.04%
COM
GE
0.03%
COM
GRPN
0.01%
COM CL A
SYK
0.24%
COM
FVD
0.2%
SHS
WMT
0.12%
COM
TYG
0.09%
COM
VWO
0.07%
FTSE EMR MKT ETF
AVGO
0.05%
COM
OXY
0.05%
COM
SHV
0.05%
SHRT TRS BD ETF
LOW
0.05%
COM
XLV
0.05%
SBI HEALTHCARE
TEL
0.05%
REG SHS