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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
25
2
4
1
2
0
17
7
3
FUND EVALUATION GROUP LLC

Time Period2018-06-30

Total Holdings83

Total Value ($x1000)628,476
Activities
New5

Increased5

Unchanged61

Decreased12

Sold Out5

Top 10 Stock Holdingstotal 81.6%
IVV40.96

SCHG16.44

SCHH10.86

DDWM4.91

CSJ3.09

 
IWV1.73

CATH1.29

TLT1.02

MSFT0.75

MDT0.55

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
40.96%
CORE S&P500 ETF
SCHG
16.44%
US LCAP GR ETF
SCHH
10.86%
US REIT ETF
DDWM
4.91%
CURRNCY INT EQ
CSJ
3.09%
1-3 YR CR BD ETF
IWV
1.73%
RUSSELL 3000 ETF
CATH
1.29%
S&P 500 CATHOLIC
TLT
1.02%
20+ YR TR BD ETF
MSFT
0.75%
COM
MDT
0.55%
SHS
TIP
0.54%
TIPS BD ETF
AAPL
0.48%
COM
ADBE
0.48%
COM
BRK.B
0.46%
CL B NEW
UTX
0.45%
COM
KO
0.43%
COM
SCZ
0.42%
EAFE SML CP ETF
ORCL
0.4%
COM
SCHO
0.39%
SHT TM US TRES
CSCO
0.38%
COM
HD
0.36%
COM
ACN
0.34%
SHS CLASS A
IWR
0.33%
RUS MID-CAP ETF
WMT
0.33%
COM
CTSH
0.33%
CL A
NKE
0.33%
CL B
BAC
0.32%
COM
CMCSA
0.31%
CL A
IBM
0.31%
COM
CHRW
0.3%
COM NEW
NVO
0.3%
ADR
PEP
0.3%
COM
MCHP
0.29%
COM
PSX
0.29%
COM
DHR
0.29%
COM
ANSS
0.28%
COM
PYPL
0.28%
COM
MLM
0.28%
COM
AMGN
0.28%
COM
PG
0.27%
COM
GOOGL
0.27%
CAP STK CL A
AMP
0.25%
COM
PPG
0.24%
COM
LEN
0.24%
CL A
SNE
0.24%
ADR NEW
OSK
0.24%
COM
ABBV
0.23%
COM
GD
0.23%
COM
COF
0.23%
COM
BIIB
0.22%
COM
EWBC
0.22%
COM
EXPD
0.22%
COM
DIS
0.22%
COM DISNEY
VAR
0.21%
COM
UN
0.21%
N Y SHS NEW
HAL
0.21%
COM
JCI
0.2%
SHS
KR
0.2%
COM
BBVA
0.2%
SPONSORED ADR
PXD
0.19%
COM
JPM
0.19%
COM
BDX
0.19%
COM
CB
0.19%
COM
JNJ
0.18%
COM
MDLZ
0.18%
CL A
ACHC
0.18%
COM
PII
0.18%
COM
NVS
0.18%
SPONSORED ADR
NFG
0.18%
COM
ADM
0.17%
COM
WBA
0.16%
COM
SBUX
0.15%
COM
AES
0.15%
COM
CFR
0.15%
COM
BOKF
0.14%
COM NEW
OMC
0.14%
COM
SUI
0.13%
COM
MTU
0.13%
SPONSORED ADR
ELS
0.13%
COM
DISCK
0.1%
COM SER C
ACWI
0.1%
MSCI ACWI ETF
RWO
0.07%
DJ GLB RL ES ETF
AGG
0.05%
CORE TOTUSBD ETF
CIU
1.85%
INTERM CR BD ETF
IEI
0.73%
3-7 YR TR BD ETF
DWDP
0.14%
COM
EQT
0.09%
COM
DBC
0.03%
UNIT BEN INT