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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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FUND EVALUATION GROUP LLC

Time Period2018-12-31

Total Holdings20

Total Value ($x1000)401,231
Activities
New0

Increased9

Unchanged4

Decreased7

Sold Out68

Top 10 Stock Holdingstotal 96.87%
IVV46.67

SCHG16.07

SCHH14.37

CSJ4.88

DDWM4.35

 
IWV3.93

SCHO2.17

CATH1.83

TLT1.73

IWR0.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
46.67%
CORE S&P500 ETF
SCHG
16.07%
US LCAP GR ETF
SCHH
14.37%
US REIT ETF
CSJ
4.88%
1-3 YR CR BD ETF
DDWM
4.35%
CURRNCY INT EQ
IWV
3.93%
RUSSELL 3000 ETF
SCHO
2.17%
SHT TM US TRES
CATH
1.83%
S&P 500 CATHOLIC
TLT
1.73%
20+ YR TR BD ETF
IWR
0.87%
RUS MID-CAP ETF
TIP
0.74%
TIPS BD ETF
CMCSA
0.5%
CL A
DBC
0.36%
UNIT
ESGD
0.35%
MSCI EAFE ESG
KLD
0.33%
USA ESG SLCT ETF
AMJ
0.3%
ALERIAN ML ETN
ACWI
0.19%
MSCI ACWI ETF
DISCK
0.14%
COM SER C
AGG
0.11%
CORE TOTUSBD ETF
RWO
0.1%
DJ GLB RL ES 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
ORCL
0.38%
COM
CSCO
0.34%
COM
CHRW
0.33%
COM NEW
NKE
0.32%
CL B
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
ANSS
0.27%
COM
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
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
ALL
0.07%
COM
DWM
0.04%
DEFA FD