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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
73
25
27
3
5
3
24
8
3
FOSTER MOTLEY INC

Time Period2018-12-31

Total Holdings231

Total Value ($x1000)624,730
Activities
New13

Increased88

Unchanged16

Decreased114

Sold Out21

Top 10 Stock Holdingstotal 27.48%
EFAV4.09

FNDF4.02

INTF3.93

MSFT2.69

AAPL2.38

 
WMT2.26

FNDE2.23

IAU2.08

SCHH1.98

PFE1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFAV
4.09%
EAFE MIN VOL ETF
FNDF
4.02%
SCHWB FDT INT LG
INTF
3.93%
FCTSL MSCI INT
MSFT
2.69%
COM
AAPL
2.38%
COM
WMT
2.26%
COM
FNDE
2.23%
SCHWB FDT EMK LG
IAU
2.08%
ISHARES
SCHH
1.98%
US REIT ETF
PFE
1.82%
COM
FNDC
1.77%
SCHWB FDT INT SC
VZ
1.77%
COM
JPM
1.53%
COM
VBR
1.53%
SM CP VAL ETF
CSCO
1.48%
COM
AMGN
1.41%
COM
SCHP
1.4%
US TIPS ETF
TD
1.4%
COM NEW
TOT
1.35%
SPONSORED ADR
TRV
1.35%
COM
VGIT
1.19%
INT-TERM GOV
UTX
1.13%
COM
JNJ
1.08%
COM
ORCL
1.07%
COM
LYB
1.01%
SHS - A -
PCY
0.96%
EMRNG MKT SVRG
INTC
0.95%
COM
KR
0.9%
COM
AMT
0.88%
COM
LAND
0.88%
COM
VNQ
0.87%
REIT ETF
MBB
0.87%
MBS ETF
UGI
0.84%
COM
CVX
0.83%
COM
PG
0.83%
COM
TXN
0.82%
COM
BDX
0.75%
COM
ACN
0.75%
SHS CLASS A
VLO
0.75%
COM
UNP
0.74%
COM
KSS
0.73%
COM
ABBV
0.67%
COM
VTEB
0.62%
TAX-EXEMPT BD
PXH
0.61%
FTSE RAFI EMNG
CPT
0.61%
SH BEN INT
VIAB
0.6%
CL B
LRGF
0.59%
FCTSLC MSCI US
CMI
0.57%
COM
ETR
0.56%
COM
HAS
0.55%
COM
CVS
0.55%
COM
BRX
0.54%
COM
WFC
0.54%
COM
HON
0.54%
COM
XOM
0.52%
COM
CB
0.52%
COM
WYN
0.51%
COM
PEP
0.51%
COM
GOOG
0.51%
CAP STK CL C
UNH
0.51%
COM
USB
0.51%
COM NEW
MCD
0.5%
COM
DAL
0.49%
COM NEW
DFS
0.48%
COM
TMO
0.48%
COM
IRM
0.46%
COM
MMM
0.44%
COM
TM
0.44%
SP ADR REP2COM
LEA
0.43%
COM NEW
LOW
0.42%
COM
EFA
0.4%
MSCI EAFE ETF
ADM
0.4%
COM
THG
0.4%
COM
MLPX
0.4%
GLB X MLP ENRG I
MUNI
0.39%
INTER MUN BD ST
EXC
0.39%
COM
PDM
0.39%
COM CL A
MCK
0.38%
COM
AFL
0.38%
COM
TGT
0.37%
COM
GBX
0.36%
COM
BND
0.36%
TOTAL BND MRKT
PRU
0.35%
COM
ALSN
0.35%
COM
ORI
0.34%
COM
TJX
0.33%
COM
PCH
0.33%
COM
TIP
0.31%
TIPS BD ETF
IBM
0.31%
COM
CBT
0.3%
COM
CCL
0.3%
PAIRED CTF
ETN
0.3%
SHS
EAT
0.29%
COM
INFY
0.29%
SPONSORED ADR
NEM
0.28%
COM
UMPQ
0.26%
COM
KMB
0.25%
COM
PNC
0.25%
COM
PGR
0.24%
COM
T
0.24%
COM
CLDT
0.24%
COM
JCOM
0.24%
COM
SNA
0.24%
COM
RE
0.24%
COM
MPC
0.24%
COM
BBT
0.23%
COM
ALL
0.23%
COM
HCA
0.22%
COM
NOC
0.22%
COM
EHC
0.22%
COM
HRC
0.21%
COM
GDX
0.2%
GOLD MINERS ETF
FAF
0.2%
COM
OMC
0.2%
COM
OKE
0.19%
COM
MET
0.19%
COM
CMS
0.18%
COM
NXST
0.18%
CL A
TSN
0.17%
CL A
PLD
0.17%
COM
WBA
0.17%
COM
SON
0.17%
COM
DKS
0.17%
COM
VSH
0.16%
COM
ROST
0.16%
COM
IP
0.16%
COM
DIS
0.16%
COM DISNEY
ANTM
0.16%
COM
MEAR
0.15%
SHR MAT MU ETF
SJM
0.15%
COM NEW
PSX
0.15%
COM
HRB
0.15%
COM
CNP
0.15%
COM
FDX
0.15%
COM
HST
0.14%
COM
ITR
0.14%
INTR TRM CORP BD
KKR
0.14%
CL A
GIS
0.14%
COM
SCHF
0.13%
INTL EQTY ETF
AVT
0.13%
COM
PPG
0.13%
COM
CERN
0.13%
COM
EGP
0.13%
COM
FITB
0.13%
COM
DOX
0.13%
ORD
GLW
0.13%
COM
RGA
0.11%
COM NEW
PBF
0.11%
CL A
FNDX
0.11%
SCHWAB FDT US LG
MRK
0.11%
COM
HFC
0.11%
COM
SCHD
0.11%
US DIVIDEND EQ
RBC
0.11%
COM
MLHR
0.11%
COM
NEAR
0.1%
SHT MAT BD ETF
RHI
0.1%
COM
MINT
0.1%
ENHAN SHRT MAT
EIX
0.1%
COM
VVC
0.1%
COM
DLX
0.1%
COM
ITW
0.1%
COM
HD
0.1%
COM
LW
0.09%
COM
AZO
0.09%
COM
BA
0.09%
COM
RF
0.09%
COM
UNM
0.09%
COM
SABR
0.09%
COM
FNDA
0.09%
SCHWAB FDT US SC
C
0.09%
COM NEW
GD
0.09%
COM
CNI
0.08%
COM
LAZ
0.07%
SHS A
COF
0.07%
COM
BG
0.07%
COM
DSL
0.07%
COM
CALM
0.07%
COM NEW
CAT
0.07%
COM
DGX
0.07%
COM
GILD
0.07%
COM
DG
0.07%
COM
BP
0.07%
SPONSORED ADR
AEP
0.07%
COM
IDLV
0.07%
S&P INTL LOW
HBAN
0.06%
COM
CINF
0.06%
COM
RCL
0.06%
COM
ABC
0.06%
COM
BBY
0.06%
COM
SCHV
0.06%
US LCAP VA ETF
AFG
0.06%
COM
COP
0.06%
COM
WH
0.06%
COM
ADP
0.06%
COM
SMLF
0.06%
MSCI USA SMLCP
BRK.B
0.05%
CL B NEW
SWK
0.05%
COM
VFC
0.05%
COM
FL
0.05%
COM
SNX
0.05%
COM
PBCT
0.05%
COM
TMK
0.05%
COM
ABT
0.05%
COM
MUB
0.05%
NAT AMT FREE BD
LSI
0.05%
COM
BAH
0.05%
CL A
NUE
0.05%
COM
PEG
0.05%
COM
GLD
0.04%
GOLD SHS
SCHZ
0.04%
US AGGREGATE B
IVV
0.04%
CORE S&P500 ETF
BXMT
0.04%
COM CL A
DAN
0.04%
COM
TSM
0.04%
SPONSORED ADR
SCHE
0.04%
EMRG MKTEQ ETF
AES
0.04%
COM
RTN
0.04%
COM NEW
NEE
0.04%
COM
JPST
0.04%
ULTRA SHRT INC
VTV
0.04%
VALUE ETF
SPY
0.03%
TR UNIT
NFG
0.03%
COM
FLO
0.03%
COM
F
0.03%
COM PAR $0.01
CIU
0.03%
INTERM CR BD ETF
XHR
0.03%
COM
DHI
0.03%
COM
WU
0.03%
COM
GE
0.02%
COM
IGR
0.02%
COM
HMNY
< 0.01%
COM PAR
AET
0.27%
COM
CA
0.08%
COM
KKR
0.05%
COM UNITS
ESRX
0.05%
COM
GPI
0.05%
COM
VV
0.04%
LARGE CAP ETF
CR
0.04%
COM
PCAR
0.04%
COM
CAG
0.04%
COM
HYD
0.04%
HIGH YLD MUN ETF
MDT
0.04%
SHS
PFG
0.03%
COM
AMAT
0.03%
COM
GPS
0.03%
COM
SCHA
0.03%
US SML CAP ETF
BWA
0.03%
COM
CBS
0.03%
CL B
BIG
0.03%
COM
CNK
0.03%
COM
OFC
0.03%
SH BEN INT
NLY
0.02%
COM