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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.
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32
4
6
1
1
0
15
0
2
GENOVESE BURFORD BROTHERS WEALTH RETIREMENT PLAN MANAGEMENT LLC

Time Period2019-03-31

Total Holdings96

Total Value ($x1000)350,587
Activities
New14

Increased31

Unchanged15

Decreased36

Sold Out4

Top 10 Stock Holdingstotal 81.77%
IVV29.67

JPST13.83

VEA12.89

XSOE12.16

SCHF4.09

 
VWO2.55

SCHV2.33

SCHB1.9

AAPL1.3

IDEV1.05

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
29.67%
CORE S&P500 ETF
JPST
13.83%
ULTRA SHRT INC
VEA
12.89%
FTSE DEV MKT ETF
XSOE
12.16%
EM EX ST-OWNED
SCHF
4.09%
INTL EQTY ETF
VWO
2.55%
FTSE EMR MKT ETF
SCHV
2.33%
US LCAP VA ETF
SCHB
1.9%
US BRD MKT ETF
AAPL
1.3%
COM
IDEV
1.05%
CORE MSCI INTL
PG
0.86%
COM
VXUS
0.8%
VG TL INTL STK F
ITOT
0.73%
CORE S&P TTL STK
SRE
0.67%
COM
BRK.B
0.63%
CL B NEW
JPM
0.63%
COM
T
0.59%
COM
CVX
0.56%
COM
AMZN
0.52%
COM
VOO
0.49%
SHS
INTC
0.46%
COM
DUK
0.43%
COM NEW
XOM
0.38%
COM
IWW
0.36%
RUS 3000 VAL ETF
GWL
0.35%
S&P WRLD EX US
UNP
0.33%
COM
TRV
0.33%
COM
EEM
0.3%
MSCI EMG MKT ETF
CBPX
0.29%
COM
ETR
0.27%
COM
JNJ
0.26%
COM
QQQ
0.25%
UNIT SER 1
IWM
0.25%
RUSSELL 2000 ETF
NNI
0.24%
CL A
DWDP
0.24%
COM
EPD
0.24%
COM
THRK
0.24%
RUSSELL 3000 ETF
COST
0.23%
COM
GE
0.2%
COM
DIS
0.2%
COM DISNEY
VTI
0.2%
TOTAL STK MKT
CAT
0.2%
COM
WDFC
0.19%
COM
HD
0.19%
COM
BECN
0.18%
COM
FUN
0.18%
DEPOSITRY UNIT
MRK
0.18%
COM
MSFT
0.17%
COM
GOOG
0.17%
CAP STK CL C
XEL
0.16%
COM
VZ
0.16%
COM
WFC
0.15%
COM
BAC
0.15%
COM
VCSH
0.15%
SHRT TRM CORP BD
CATY
0.14%
COM
PFE
0.13%
COM
LAG
0.13%
BRCLYS AGG ETF
NEAR
0.12%
SHT MAT BD ETF
ED
0.12%
COM
SPY
0.12%
TR UNIT
RWR
0.12%
DJ REIT ETF
IBM
0.1%
COM
QCOM
0.09%
COM
GOOGL
0.09%
CAP STK CL A
EFA
0.09%
MSCI EAFE ETF
WABC
0.09%
COM
CNP
0.09%
COM
DTE
0.09%
COM
AXP
0.08%
COM
APD
0.08%
COM
FSB
0.08%
COM
CSCO
0.08%
COM
IBOC
0.08%
COM
A
0.08%
COM
BMY
0.08%
COM
BABA
0.08%
SPONSORED ADS
FB
0.08%
CL A
AWR
0.08%
COM
MMM
0.08%
COM
SITE
0.07%
COM
FIS
0.07%
COM
ABT
0.07%
COM
NFLX
0.07%
COM
VNQ
0.07%
REIT ETF
PEP
0.07%
COM
AMRB
0.06%
COM
AMLP
0.06%
ALERIAN MLP
HPQ
0.06%
COM
BA
0.06%
COM
FNF
0.06%
COM
WY
0.06%
COM
PNC
0.06%
COM
BDX
0.06%
COM
GLD
0.06%
GOLD SHS
F
0.05%
COM PAR $0.01
NLY
0.03%
COM
BND
0.91%
TOTAL BND MRKT
BOCH
0.26%
COM
V
0.08%
COM CL A
GMM
0.08%
EMERG MKTS ETF