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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
26
1
4
1
2
0
18
7
3
FUND EVALUATION GROUP LLC

Time Period2018-09-30

Total Holdings88

Total Value ($x1000)605,621
Activities
New8

Increased6

Unchanged14

Decreased60

Sold Out3

Top 10 Stock Holdingstotal 80.68%
IVV41.34

SCHG14.87

SCHH10.15

DDWM3.71

CSJ3.19

 
IWV1.81

IWR1.65

SCHO1.57

CATH1.44

TLT0.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
41.34%
CORE S&P500 ETF
SCHG
14.87%
US LCAP GR ETF
SCHH
10.15%
US REIT ETF
DDWM
3.71%
CURRNCY INT EQ
CSJ
3.19%
1-3 YR CR BD ETF
IWV
1.81%
RUSSELL 3000 ETF
IWR
1.65%
RUS MID-CAP ETF
SCHO
1.57%
SHT TM US TRES
CATH
1.44%
S&P 500 CATHOLIC
TLT
0.95%
20+ YR TR BD ETF
MSFT
0.74%
COM
MDT
0.58%
SHS
AAPL
0.5%
COM
ADBE
0.46%
COM
KO
0.44%
COM
BRK.B
0.44%
CL B NEW
UTX
0.43%
COM
TIP
0.38%
TIPS BD ETF
ORCL
0.38%
COM
CMCSA
0.35%
CL A
CSCO
0.34%
COM
CHRW
0.33%
COM NEW
NKE
0.32%
CL B
DBC
0.32%
UNIT
PEP
0.32%
COM
IBM
0.31%
COM
WMT
0.31%
COM
CTSH
0.31%
CL A
BAC
0.3%
COM
PG
0.3%
COM
GOOGL
0.3%
CAP STK CL A
DHR
0.29%
COM
NVO
0.29%
ADR
PSX
0.28%
COM
AMGN
0.28%
COM
BIIB
0.28%
COM
KLD
0.27%
USA ESG SLCT ETF
ANSS
0.27%
COM
ESGD
0.26%
MSCI EAFE ESG
PYPL
0.26%
COM
SNE
0.26%
ADR NEW
MCHP
0.25%
COM
DIS
0.25%
COM DISNEY
HD
0.25%
COM
ACN
0.25%
SHS CLASS A
AMJ
0.24%
ALERIAN ML ETN
GD
0.24%
COM
AMP
0.24%
COM
OSK
0.23%
COM
JNJ
0.23%
COM
EXPD
0.23%
COM
PH
0.22%
COM
COF
0.22%
COM
PPG
0.22%
COM
LEN
0.22%
CL A
JCI
0.22%
SHS
UN
0.21%
N Y SHS NEW
MLM
0.21%
COM
ABBV
0.21%
COM
KR
0.2%
COM
EWBC
0.2%
COM
NVS
0.19%
SPONSORED ADR
NFG
0.19%
COM
CB
0.19%
COM
JPM
0.18%
COM
WBA
0.18%
COM
HAL
0.18%
COM
TWTR
0.18%
COM
SBUX
0.18%
COM
BDX
0.18%
COM
PXD
0.18%
COM
BBVA
0.18%
SPONSORED ADR
VAR
0.17%
COM
MDLZ
0.16%
CL A
PII
0.16%
COM
ACHC
0.15%
COM
CFR
0.15%
COM
BOKF
0.14%
COM NEW
MTU
0.13%
SPONSORED ADR
OMC
0.13%
COM
ELS
0.12%
COM
SUI
0.12%
COM
DISCK
0.12%
COM SER C
ACWI
0.11%
MSCI ACWI ETF
RWO
0.07%
DJ GLB RL ES ETF
ALL
0.07%
COM
AGG
0.05%
CORE TOTUSBD ETF
DWM
0.04%
DEFA FD
SCZ
0.42%
EAFE SML CP ETF
ADM
0.17%
COM
AES
0.15%
COM