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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
74
27
26
1
5
4
28
9
4
FOSTER MOTLEY INC

Time Period2019-06-30

Total Holdings242

Total Value ($x1000)713,302
Activities
New18

Increased84

Unchanged8

Decreased132

Sold Out13

Top 10 Stock Holdingstotal 28.15%
INTF4.16

FNDF4.1

EFAV3.83

MSFT2.8

AAPL2.55

 
FNDE2.35

SCHH2.26

WMT2.09

FNDC2.04

SCHP1.97

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
INTF
4.16%
FCTSL MSCI INT
FNDF
4.1%
SCHWB FDT INT LG
EFAV
3.83%
EAFE MIN VOL ETF
MSFT
2.8%
COM
AAPL
2.55%
COM
FNDE
2.35%
SCHWB FDT EMK LG
SCHH
2.26%
US REIT ETF
WMT
2.09%
COM
FNDC
2.04%
SCHWB FDT INT SC
SCHP
1.97%
US TIPS ETF
PFE
1.6%
COM
VZ
1.57%
COM
VBR
1.51%
SM CP VAL ETF
CSCO
1.5%
COM
JPM
1.45%
COM
VGIT
1.41%
INT-TERM GOV
TRV
1.36%
COM
TD
1.34%
COM NEW
AMGN
1.27%
COM
TOT
1.14%
SPONSORED ADR
ORCL
1.14%
COM
UTX
1.09%
COM
PCY
0.98%
EMRNG MKT SVRG
JNJ
0.97%
COM
MBB
0.9%
MBS ETF
LYB
0.88%
SHS - A -
AMT
0.88%
COM
VNQ
0.83%
REIT ETF
PG
0.82%
COM
INTC
0.82%
COM
CVX
0.81%
COM
UNP
0.78%
COM
PGR
0.77%
COM
LRGF
0.77%
FCTSLC MSCI US
TXN
0.77%
COM
UGI
0.76%
COM
ACN
0.76%
SHS CLASS A
VLO
0.73%
COM
VIAB
0.73%
CL B
CMI
0.7%
COM
DAL
0.69%
COM NEW
VTEB
0.68%
TAX-EXEMPT BD
KR
0.67%
COM
CPT
0.64%
SH BEN INT
TGT
0.63%
COM
DFS
0.62%
COM
BRX
0.61%
COM
GOOG
0.61%
CAP STK CL C
RSF
0.6%
COM
HON
0.6%
COM
ETR
0.59%
COM
BDX
0.58%
COM
SCHR
0.56%
INTRM TRM TRES
WYN
0.55%
COM
HAS
0.54%
COM
PXH
0.54%
FTSE RAFI EMNG
AFL
0.52%
COM
TMO
0.52%
COM
XOM
0.51%
COM
USB
0.47%
COM NEW
LAND
0.47%
COM
HCA
0.46%
COM
ABBV
0.45%
COM
KSS
0.44%
COM
IBM
0.44%
COM
UNH
0.43%
COM
PDM
0.43%
COM CL A
MCD
0.43%
COM
ADM
0.42%
COM
MLPX
0.41%
GLB X MLP ENRG I
MUNI
0.41%
INTER MUN BD ST
WFC
0.4%
COM
TM
0.4%
SP ADR REP2COM
ALSN
0.39%
COM
PRU
0.39%
COM
PEP
0.38%
COM
ORI
0.38%
COM
EXC
0.38%
COM
CB
0.38%
COM
LOW
0.37%
COM
IRM
0.37%
COM
EFA
0.37%
MSCI EAFE ETF
INFY
0.36%
SPONSORED ADR
MCK
0.36%
COM
SNA
0.35%
COM
TJX
0.34%
COM
LEA
0.34%
COM NEW
ETN
0.34%
SHS
CVS
0.33%
COM
NXST
0.33%
CL A
BND
0.32%
TOTAL BND MRKT
IAU
0.32%
ISHARES
THG
0.32%
COM
CCL
0.31%
PAIRED CTF
EHC
0.31%
COM
PCAR
0.3%
COM
PCH
0.3%
COM
ALL
0.29%
COM
JCOM
0.29%
COM
OMC
0.26%
COM
MMM
0.26%
COM
DKS
0.24%
COM
HRC
0.24%
COM
KMB
0.24%
COM
MLHR
0.23%
COM
CBT
0.23%
COM
MET
0.23%
COM
SON
0.23%
COM
ITR
0.22%
INTR TRM CORP BD
SJM
0.22%
COM NEW
NOC
0.22%
COM
BBT
0.22%
COM
TSN
0.22%
CL A
T
0.21%
COM
FAF
0.2%
COM
CLDT
0.19%
COM
AVT
0.19%
COM
PNC
0.19%
COM
DIS
0.19%
COM DISNEY
FNDX
0.19%
SCHWAB FDT US LG
GM
0.19%
COM
MPC
0.18%
COM
FITB
0.18%
COM
HST
0.17%
COM
MDT
0.16%
SHS
MRK
0.16%
COM
ROST
0.16%
COM
CMS
0.16%
COM
OKE
0.16%
COM
CERN
0.15%
COM
OUT
0.15%
COM
EAT
0.15%
COM
HRB
0.15%
COM
CE
0.15%
COM SER A
TIP
0.15%
TIPS BD ETF
IP
0.14%
COM
ANTM
0.14%
COM
PSX
0.14%
COM
QTS
0.14%
COM CL A
RCL
0.13%
COM
NEAR
0.13%
SHT MAT BD ETF
SU
0.13%
COM
PPG
0.12%
COM
BPOP
0.12%
COM NEW
FB
0.12%
CL A
SMLF
0.11%
MSCI USA SMLCP
PLD
0.11%
COM
FNDA
0.11%
SCHWAB FDT US SC
GDX
0.11%
GOLD MINERS ETF
C
0.11%
COM NEW
NEM
0.11%
COM
AFG
0.1%
COM
GIS
0.1%
COM
BAH
0.1%
CL A
PBF
0.1%
CL A
HD
0.1%
COM
JPST
0.1%
ULTRA SHRT INC
KKR
0.1%
CL A
EGP
0.1%
COM
GLW
0.1%
COM
AZO
0.1%
COM
RHI
0.1%
COM
ITW
0.1%
COM
RBC
0.1%
COM
SCHF
0.1%
INTL EQTY ETF
EQIX
0.1%
COM PAR $0.001
VSH
0.09%
COM
WBA
0.09%
COM
RS
0.09%
COM
PHM
0.09%
COM
EIX
0.09%
COM
AES
0.09%
COM
RGA
0.09%
COM NEW
CVI
0.09%
COM
DOX
0.09%
ORD
CNI
0.09%
COM
MINT
0.09%
ENHAN SHRT MAT
PINC
0.08%
CL A
CINF
0.08%
COM
DLX
0.08%
COM
BA
0.07%
COM
BXMT
0.07%
COM CL A
BP
0.07%
SPONSORED ADR
BBY
0.07%
COM
DG
0.07%
COM
COP
0.07%
COM
DGX
0.07%
COM
HFC
0.07%
COM
SABR
0.07%
COM
AEP
0.06%
COM
AXP
0.06%
COM
ADP
0.06%
COM
CAT
0.06%
COM
VONE
0.06%
VNG RUS1000IDX
XRX
0.06%
COM NEW
GILD
0.06%
COM
UNM
0.06%
COM
RE
0.06%
COM
ABC
0.06%
COM
IVV
0.05%
CORE S&P500 ETF
VFC
0.05%
COM
MUB
0.05%
NAT AMT FREE BD
CALM
0.05%
COM NEW
TMK
0.05%
COM
RF
0.05%
COM
PKG
0.05%
COM
SNX
0.05%
COM
HBAN
0.05%
COM
ABT
0.04%
COM
DAN
0.04%
COM
IDLV
0.04%
S&P INTL LOW
SCHV
0.04%
US LCAP VA ETF
COF
0.04%
COM
SCHD
0.04%
US DIVIDEND EQ
MEAR
0.04%
SHR MAT MU ETF
SCHZ
0.04%
US AGGREGATE B
JNPR
0.04%
COM
BIV
0.04%
INTERMED TERM
PEG
0.04%
COM
BRK.B
0.04%
CL B NEW
NUE
0.04%
COM
CONE
0.04%
COM
FL
0.04%
COM
SPY
0.04%
TR UNIT
F
0.04%
COM PAR $0.01
LPX
0.04%
COM
V
0.04%
COM CL A
SCHE
0.03%
EMRG MKTEQ ETF
VTV
0.03%
VALUE ETF
GD
0.03%
COM
CNP
0.03%
COM
RTN
0.03%
COM NEW
VV
0.03%
LARGE CAP ETF
CIU
0.03%
INTERM CR BD ETF
FLO
0.03%
COM
HYD
0.03%
HIGH YLD MUN ETF
NFG
0.03%
COM
LW
0.03%
COM
AMCR
0.02%
ORD
GE
0.02%
COM
IGR
0.02%
COM
NLY
0.01%
COM
UMPQ
0.24%
COM
GBX
0.19%
COM
DSL
0.07%
COM
FDX
0.06%
COM
PBCT
0.04%
COM
LAZ
0.04%
SHS A
GLD
0.04%
GOLD SHS
WH
0.04%
COM
XHR
0.03%
COM
TSM
0.03%
SPONSORED ADR
LSI
0.03%
COM
VEU
0.03%
ALLWRLD EX US
HMNY
< 0.01%
COM PAR