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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
44
3
2
1
4
0
22
3
1
FIRST BUSINESS FINANCIAL SERVICES INC

Time Period2018-12-31

Total Holdings154

Total Value ($x1000)587,778
Activities
New43

Increased59

Unchanged10

Decreased42

Sold Out7

Top 10 Stock Holdingstotal 73.4%
VTI25.91

IEFA8.81

IWF8.76

AGG6.38

EFA5.15

 
IJR4.76

IWD4.02

IJH3.22

3.22

3.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
25.91%
TOTAL STK MKT
IEFA
8.81%
CORE MSCI EAFE
IWF
8.76%
RUS 1000 GRW ETF
AGG
6.38%
CORE TOTUSBD ETF
EFA
5.15%
MSCI EAFE ETF
IJR
4.76%
CORE S&P SCP ETF
IWD
4.02%
RUS 1000 VAL ETF
IJH
3.22%
CORE S&P MCP ETF
BAIRD IN...
3.22%
COMMON
WESTERN ...
3.17%
COMMON
XLI
2.68%
SBI INT-INDS
METWEST ...
2.28%
COMMON
AMERICAN...
1.62%
COMMON
SCHB
1.54%
US BRD MKT ETF
FISV
1.32%
COM
FBIZ
1.32%
COM
SPY
0.9%
TR UNIT
DFA INTE...
0.79%
COMMON
T ROWE P...
0.58%
COMMON
MUB
0.47%
NAT AMT FREE BD
IWM
0.39%
RUSSELL 2000 ETF
KO
0.31%
COM
AAPL
0.3%
COM
T ROWE P...
0.28%
COMMON
AMERICAN...
0.24%
COMMON
FIS
0.24%
COM
T ROWE P...
0.24%
COMMON
UNH
0.2%
COM
DIS
0.19%
COM DISNEY
BA
0.19%
COM
T ROWE P...
0.18%
COMMON
MSFT
0.18%
COM
ALL
0.16%
COM
XOM
0.16%
COM
IVV
0.16%
CORE S&P500 ETF
T ROWE P...
0.16%
COMMON
FIDELITY...
0.15%
COMMON
JPM
0.15%
COM
DFA US S...
0.15%
COMMON
CVX
0.15%
COM
METWEST ...
0.15%
COMMON
AMGN
0.14%
COM
ADI
0.14%
COM
VANGUARD...
0.14%
COMMON
RMD
0.14%
COM
T ROWE P...
0.14%
COMMON
VANGUARD...
0.14%
COMMON
HD
0.14%
COM
AMT
0.14%
COM
ICE
0.14%
COM
TJX
0.13%
COM
PM
0.13%
COM
AMERICAN...
0.13%
COMMON
ARTISAN ...
0.13%
COMMON
ABBV
0.13%
COM
DFS
0.13%
COM
ANTM
0.13%
COM
LOW
0.12%
COM
AJG
0.12%
COM
PGR
0.12%
COM
SYY
0.12%
COM
T ROWE P...
0.12%
COMMON
WBA
0.12%
COM
FIDELITY...
0.12%
COMMON
SYK
0.12%
COM
PFE
0.12%
COM
CTAS
0.11%
COM
KR
0.11%
COM
PAYX
0.11%
COM
VANGUARD...
0.11%
COMMON
TRV
0.11%
COM
INTC
0.11%
COM
CSCO
0.1%
COM
AVGO
0.1%
COM
IWN
0.1%
RUS 2000 VAL ETF
IWB
0.1%
RUS 1000 ETF
MRK
0.1%
COM
TXN
0.1%
COM
LRCX
0.1%
COM
PG
0.1%
COM
NTRS
0.09%
COM
SPGI
0.09%
COM
JNJ
0.09%
COM
PNC
0.09%
COM
MCD
0.09%
COM
IWO
0.09%
RUS 2000 GRW ETF
AMP
0.09%
COM
VB
0.09%
SMALL CP ETF
KLAC
0.09%
COM
PFG
0.08%
COM
EATON VA...
0.08%
COMMON
T
0.08%
COM
T ROWE P...
0.08%
COMMON
ABC
0.08%
COM
USB
0.08%
COM NEW
CAH
0.08%
COM
AMERICAN...
0.08%
COMMON
MDLZ
0.08%
CL A
CFG
0.07%
COM
NOC
0.07%
COM
BAC
0.07%
COM
LNC
0.07%
COM
SWKS
0.07%
COM
VANGUARD...
0.07%
COMMON
WFC
0.06%
COM
BLK
0.06%
COM
VNQ
0.06%
REIT ETF
VEA
0.06%
FTSE DEV MKT ETF
AMERICAN...
0.06%
COMMON
GOOG
0.06%
CAP STK CL C
PEP
0.06%
COM
MO
0.06%
COM
T ROWE P...
0.06%
COMMON
ACN
0.05%
SHS CLASS A
CMCSA
0.05%
CL A
BRK.A
0.05%
CL A
T ROWE P...
0.05%
COMMON
PSX
0.05%
COM
ETN
0.05%
SHS
BMO
0.05%
COM
MPC
0.05%
COM
BABA
0.05%
SPONSORED ADS
BND
0.05%
TOTAL BND MRKT
VTV
0.04%
VALUE ETF
VZ
0.04%
COM
GOOGL
0.04%
CAP STK CL A
DWDP
0.04%
COM
AMERICAN...
0.04%
COMMON
X
0.04%
COM
KMB
0.04%
COM
EXAS
0.04%
COM
ABT
0.04%
COM
XEL
0.04%
COM
OXY
0.04%
COM
WH
0.04%
COM
DAL
0.04%
COM NEW
WMT
0.04%
COM
AMLP
0.04%
ALERIAN MLP
DFA INTE...
0.04%
COMMON
ACWX
0.04%
MSCI ACWI US ETF
NMIH
0.04%
CL A
MDY
0.04%
UTSER1 S&PDCRP
VUG
0.03%
GROWTH ETF
ITW
0.03%
COM
BANK OF ...
0.03%
PFD STK
F
0.03%
COM PAR $0.01
AMERICAN...
0.03%
COMMON
PIMCO CO...
0.03%
COMMON
AMERICAN...
0.02%
COMMON
COLUMBIA...
0.02%
COMMON
VARIGEN ...
0.02%
COMMON
SSGA INT...
0.02%
COMMON
CITIGROU...
0.01%
PFD STK
COOL TEC...
< 0.01%
COMMON
XLF
3.6%
SBI INT-FINL
WYN
0.04%
COM
PAX WORL...
0.04%
COMMON
HARDING ...
0.03%
COMMON
NKE
0.03%
CL B
KHC
0.03%
COM
DEUTSCHE...
0.02%
COMMON