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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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8
0
0
0
0
0
4
0
1
GELLER FAMILY OFFICE SERVICES LLC

Time Period2018-12-31

Total Holdings28

Total Value ($x1000)214,473
Activities
New2

Increased9

Unchanged13

Decreased4

Sold Out4

Top 10 Stock Holdingstotal 96.19%
SPY37.4

VOO28.07

PRF10.1

VTWO10.07

IYR4.5

 
IWM3.39

VEA1.17

IVV0.67

JUST0.42

BAC0.4

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SEC 13F
Filing
Detail
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SPY
37.4%
TR UNIT
VOO
28.07%
SHS
PRF
10.1%
FTSE RAFI 1000
VTWO
10.07%
VNG RUS2000IDX
IYR
4.5%
U.S. REAL ES ETF
IWM
3.39%
RUSSELL 2000 ETF
VEA
1.17%
FTSE DEV MKT ETF
IVV
0.67%
CORE S&P500 ETF
JUST
0.42%
JUST US LRG CP
BAC
0.4%
COM
MA
0.39%
CL A
JPM
0.39%
COM
XLRN
0.38%
COM
ED
0.33%
COM
SPLV
0.28%
S&P500 LOW VOL
DSI
0.24%
MSCI KLD400 SOC
LMT
0.21%
COM
AMZN
0.21%
COM
QQQ
0.21%
UNIT SER 1
CMD
0.19%
COM
GOOG
0.18%
CAP STK CL C
MSFT
0.17%
COM
IWF
0.12%
RUS 1000 GRW ETF
JNJ
0.12%
COM
BRK.B
0.1%
CL B NEW
ABBV
0.1%
COM
XOM
0.1%
COM
BDJ
0.08%
COM
NTAP
0.13%
COM
NFLX
0.13%
COM
GS
0.13%
COM
EEM
0.13%
MSCI EMG MKT ETF