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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
5
1
1
0
16
9
1
FUND EVALUATION GROUP LLC

Time Period2017-12-31

Total Holdings85

Total Value ($x1000)928,375
Activities
New69

Increased11

Unchanged1

Decreased4

Sold Out1

Top 10 Stock Holdingstotal 84.78%
IVV34.53

DDWM24.54

TIP7.1

SCHH6.78

TLT5.08

 
CSJ2.11

CIU1.8

IWV1.27

CATH0.86

SCHO0.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
34.53%
CORE S&P500 ETF
DDWM
24.54%
CURRNCY INT EQ
TIP
7.1%
TIPS BD ETF
SCHH
6.78%
US REIT ETF
TLT
5.08%
20+ YR TR BD ETF
CSJ
2.11%
1-3 YR CR BD ETF
CIU
1.8%
INTERM CR BD ETF
IWV
1.27%
RUSSELL 3000 ETF
CATH
0.86%
S&P 500 CATHOLIC
SCHO
0.71%
SHT TM US TRES
IEI
0.7%
3-7 YR TR BD ETF
MSFT
0.61%
COM
AAPL
0.44%
COM
ORCL
0.41%
COM
BRK.B
0.4%
CL B NEW
NVO
0.39%
ADR
WMT
0.38%
COM
UTX
0.37%
COM
MDT
0.35%
SHS
CSCO
0.34%
COM
CHRW
0.32%
COM NEW
SCZ
0.31%
EAFE SML CP ETF
ACN
0.31%
SHS CLASS A
VAR
0.29%
COM
EXPD
0.28%
COM
ADBE
0.27%
COM
CTSH
0.27%
CL A
CMCSA
0.26%
CL A
KO
0.25%
COM
HD
0.23%
COM
IWR
0.23%
RUS MID-CAP ETF
BAC
0.23%
COM
PEP
0.22%
COM
PG
0.21%
COM
SNI
0.21%
CL A COM
OSK
0.21%
COM
AMP
0.21%
COM
LEN
0.2%
CL A
MCHP
0.19%
COM
MLM
0.19%
COM
PPG
0.18%
COM
DHR
0.18%
COM
PSX
0.18%
COM
AMGEN IN...
0.18%
COM
GD
0.17%
COM
NKE
0.17%
CL B
PII
0.17%
COM
GOOGL
0.17%
CAP STK CL A
PYPL
0.17%
COM
COF
0.17%
COM
ABBV
0.17%
COM
BIIB
0.16%
COM
BDX
0.16%
COM
ANSS
0.16%
COM
BBVA
0.16%
SPONSORED ADR
JCI
0.16%
SHS
DWDP
0.15%
COM
DIS
0.15%
COM DISNEY
MMM
0.15%
COM
CB
0.15%
COM
UN
0.14%
N Y SHS NEW
JNJ
0.14%
COM
IBM
0.14%
COM
NVS
0.14%
SPONSORED ADR
EWBC
0.14%
COM
WBA
0.13%
COM
KR
0.13%
COM
TSS
0.13%
COM
JPM
0.13%
COM
MDLZ
0.13%
CL A
NFG
0.12%
COM
PXD
0.12%
COM
HAL
0.11%
COM
MTU
0.11%
SPONSORED ADR
EQT
0.11%
COM
ADM
0.1%
COM
ACHC
0.1%
COM
BOKF
0.09%
COM NEW
OMC
0.09%
COM
CFR
0.09%
COM
AES
0.08%
COM
RWO
0.05%
DJ GLB RL ES ETF
TPR
0.04%
COM
DBC
0.04%
UNIT BEN INT
ACWI
0.03%
MSCI ACWI ETF
RTNB
0.01%
COM NEW