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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
32
5
3
1
1
0
23
5
1
FIRST AMERICAN TRUST FSB

Time Period2018-12-31

Total Holdings109

Total Value ($x1000)397,343
Activities
New10

Increased32

Unchanged10

Decreased57

Sold Out22

Top 10 Stock Holdingstotal 37.68%
AGG7.8

VTV5.94

DVY5.87

LQD2.95

BRK.B2.88

 
MSFT2.83

AMZN2.59

AAPL2.41

JPM2.31

IEF2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
7.8%
CORE TOTUSBD ETF
VTV
5.94%
VALUE ETF
DVY
5.87%
SELECT DIVID ETF
LQD
2.95%
IBOXX INV CP ETF
BRK.B
2.88%
CL B NEW
MSFT
2.83%
COM
AMZN
2.59%
COM
AAPL
2.41%
COM
JPM
2.31%
COM
IEF
2.1%
7-10 Y TR BD ETF
GOOGL
2.04%
CAP STK CL A
PG
1.9%
COM
PFE
1.83%
COM
PID
1.72%
INTL DIVI ACHI
ABT
1.68%
COM
KO
1.63%
COM
XOM
1.53%
COM
V
1.47%
COM CL A
JKI
1.34%
MRGSTR MD CP VAL
SPG
1.33%
COM
CB
1.32%
COM
DIS
1.32%
COM DISNEY
PEP
1.26%
COM
MCD
1.26%
COM
CMCSA
1.25%
CL A
CVS
1.24%
COM
GPC
1.17%
COM
MDLZ
1.16%
CL A
ORLY
1.14%
COM
FE
1.13%
COM
UNH
1.11%
COM
ORCL
1.09%
COM
VNQ
1.08%
REIT ETF
T
1.06%
COM
EMR
0.99%
COM
SRE
0.99%
COM
SLYV
0.97%
S&P 600 SMCP VAL
EFV
0.96%
EAFE VALUE ETF
DE
0.96%
COM
HON
0.91%
COM
WM
0.9%
COM
BIIB
0.86%
COM
C
0.85%
COM NEW
EOG
0.83%
COM
CLGX
0.82%
COM
BHGE
0.78%
CL A
ULTA
0.77%
COM
CME
0.75%
COM
BSX
0.75%
COM
LINDE PL...
0.75%
COMMON STOCK
GS
0.75%
COM
QCOM
0.74%
COM
TENCENT ...
0.71%
COMMON STOCK
TMO
0.67%
COM
ABBV
0.66%
COM
NXPI
0.65%
COM
JEC
0.63%
COM
UAL
0.63%
COM
FB
0.6%
CL A
MU
0.58%
COM
FAF
0.57%
COM
MAS
0.56%
COM
NOW
0.5%
COM
RL
0.48%
CL A
SPY
0.47%
TR UNIT
STI
0.47%
COM
HYG
0.46%
IBOXX HI YD ETF
DEM
0.46%
EMERG MKTS ETF
APC
0.44%
COM
SAGE
0.4%
COM
LLY
0.39%
COM
AMT
0.38%
COM
XPO
0.26%
COM
CVX
0.16%
COM
SPHQ
0.16%
S&P500 QUALITY
VZ
0.14%
COM
WFC
0.13%
COM
JNJ
0.13%
COM
INTC
0.13%
COM
IWR
0.13%
RUS MID-CAP ETF
SPLV
0.12%
S&P500 LOW VOL
CARTER V...
0.11%
COMMON STOCK
HD
0.1%
COM
HEALTHCA...
0.1%
COMMON STOCK
NVS
0.09%
SPONSORED ADR
BIV
0.09%
INTERMED TERM
VB
0.09%
SMALL CP ETF
CSCO
0.08%
COM
BX
0.08%
PRN
EFA
0.08%
MSCI EAFE ETF
DGX
0.08%
COM
EEM
0.07%
MSCI EMG MKT ETF
BA
0.07%
COM
CHTR
0.07%
CL A
GOOG
0.07%
CAP STK CL C
MRK
0.06%
COM
BMY
0.06%
COM
EPD
0.06%
PRN
BSV
0.06%
SHORT TRM BOND
EMB
0.06%
JP MOR EM MK ETF
PM
0.06%
COM
AB
0.06%
PRN
IJH
0.06%
CORE S&P MCP ETF
COST
0.05%
COM
BNDX
0.05%
INTL BD IDX ETF
XLU
0.05%
SBI INT-UTILS
VO
0.05%
MID CAP ETF
BIOLARGO...
0.01%
COMMON STOCK
SVNT
< 0.01%
COM
PX
0.73%
COM
AVY
0.48%
COM
RHT
0.37%
COM
GE
0.23%
COM
SBUX
0.1%
COM
AMGN
0.07%
COM
UUP
0.06%
BULLISH FD
DWDP
0.06%
COM
FIDELITY...
0.06%
MUTUAL FUNDS -
MCHP
0.06%
COM
EL
0.05%
CL A
DVP
0.05%
DEEP VALUE ETF
MA
0.05%
CL A
XLP
0.05%
SBI CONS STPLS
USB
0.05%
COM NEW
IWD
0.05%
RUS 1000 VAL ETF
PAYX
0.05%
COM
CTAS
0.05%
COM
WMT
0.05%
COM
MO
0.05%
COM
MCO
0.05%
COM
MBB
0.05%
MBS ETF