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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.
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Value
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29
2
2
2
1
1
20
3
1
FRAGASSO GROUP INC

Time Period2017-12-31

Total Holdings108

Total Value ($x1000)411,594
Activities
New11

Increased64

Unchanged11

Decreased22

Sold Out5

Top 10 Stock Holdingstotal 70.56%
VOO27.67

EFA15.17

IWR8.59

IEF5.65

IBDL3.68

 
IBDK2.26

IBDH2.22

IBDM2.21

AGG1.69

BOND1.42

-- hover over a symbol below for details --
SEC 13F
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Detail
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VOO
27.67%
SHS
EFA
15.17%
MSCI EAFE ETF
IWR
8.59%
RUS MID-CAP ETF
IEF
5.65%
7-10 Y TR BD ETF
IBDL
3.68%
DEC 2020 CORP
IBDK
2.26%
IBND DEC19 ETF
IBDH
2.22%
DEC 18 CP TERM
IBDM
2.21%
IBND DEC21 ETF
AGG
1.69%
CORE TOTUSBD ETF
BOND
1.42%
TOTL RETN ETF
VXF
1.41%
EXTEND MKT ETF
USMV
1.16%
USA MIN VOL ETF
MUB
1.03%
NAT AMT FREE BD
EFAV
0.8%
EAFE MIN VOL ETF
AMGN
0.7%
COM
LQD
0.69%
IBOXX INV CP ETF
DON
0.69%
MIDCAP DIVI FD
JNJ
0.67%
COM
MSFT
0.6%
COM
AAPL
0.58%
COM
PNC
0.57%
COM
BIV
0.55%
INTERMED TERM
JPM
0.54%
COM
BRK.B
0.51%
CL B NEW
VZ
0.49%
COM
XOM
0.47%
COM
WMT
0.47%
COM
GOOGL
0.47%
CAP STK CL A
PFE
0.46%
COM
V
0.45%
COM CL A
CSCO
0.45%
COM
PG
0.42%
COM
LLL
0.42%
COM
MAS
0.41%
COM
PH
0.41%
COM
QCOM
0.39%
COM
CHRW
0.39%
COM NEW
PEP
0.39%
COM
SPY
0.39%
TR UNIT
AMT
0.37%
COM
IEFA
0.37%
CORE MSCI EAFE
BDX
0.37%
COM
WFC
0.37%
COM
DEO
0.37%
SPON ADR NEW
MSI
0.36%
COM NEW
UNH
0.36%
COM
IBM
0.35%
COM
SBUX
0.35%
COM
TWX
0.34%
COM NEW
FMS
0.34%
SPONSORED ADR
PPL
0.33%
COM
VYM
0.33%
HIGH DIV YLD
BLL
0.33%
COM
IVZ
0.33%
SHS
OXY
0.32%
COM
MBB
0.32%
MBS ETF
VWO
0.31%
FTSE EMR MKT ETF
VFC
0.31%
COM
IWD
0.29%
RUS 1000 VAL ETF
CBS
0.28%
CL B
NVR
0.27%
COM
GILD
0.26%
COM
EFG
0.24%
EAFE GRWTH ETF
SLB
0.24%
COM
PPG
0.23%
COM
RL
0.21%
CL A
ITM
0.18%
AMT FREE INT ETF
IDV
0.18%
INTL SEL DIV ETF
BA
0.17%
COM
DES
0.17%
SMALLCAP DIVID
MCD
0.15%
COM
T
0.15%
COM
IWM
0.15%
RUSSELL 2000 ETF
ABBV
0.13%
COM
CSX
0.13%
COM
SUB
0.12%
SHT NTLAMTFR ETF
SCHE
0.11%
EMRG MKTEQ ETF
MRK
0.11%
COM
WTM
0.1%
COM
DFS
0.1%
COM
NBHC
0.1%
CL A
NMY
0.1%
COM
VO
0.1%
MID CAP ETF
HON
0.09%
COM
COO
0.09%
COM NEW
STIP
0.09%
0-5 YR TIPS ETF
INTC
0.09%
COM
EEMV
0.08%
EM MK MINVOL ETF
SCHF
0.08%
INTL EQTY ETF
HYG
0.08%
IBOXX HI YD ETF
TWOK
0.07%
SPDR RUSSEL 2000
ABT
0.06%
COM
RSP
0.06%
GUG S&P500 EQ WT
GE
0.06%
COM
NFLX
0.06%
COM
HYD
0.06%
HIGH YLD MUN ETF
AMZN
0.06%
COM
VTI
0.06%
TOTAL STK MKT
VDE
0.06%
ENERGY ETF
CMCSA
0.06%
CL A
HD
0.06%
COM
DIS
0.05%
COM DISNEY
BZM
0.05%
COM
DWDP
0.05%
COM
TOTL
0.05%
SPDR TR TACTIC
BND
0.05%
TOTAL BND MRKT
STBA
0.05%
COM
ADP
0.05%
COM
MVF
0.1%
COM
HYS
0.07%
0-5 HIGH YIELD
ROST
0.07%
COM
BRG
0.07%
COM CL A
PM
0.06%
COM