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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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Value
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Growth
7
0
0
0
0
1
5
0
0
GRUBMAN WEALTH MANAGEMENT

Time Period2018-09-30

Total Holdings45

Total Value ($x1000)149,741
Activities
New4

Increased10

Unchanged14

Decreased17

Sold Out0

Top 10 Stock Holdingstotal 73.01%
IWB14.23

IWD13.46

EFA7.21

AGG7

EFV6.11

 
IWM5.89

MBB5.72

VCSH5.51

IWN5.08

SHM2.8

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
14.23%
RUS 1000 ETF
IWD
13.46%
RUS 1000 VAL ETF
EFA
7.21%
MSCI EAFE ETF
AGG
7%
CORE TOTUSBD ETF
EFV
6.11%
EAFE VALUE ETF
IWM
5.89%
RUSSELL 2000 ETF
MBB
5.72%
MBS ETF
VCSH
5.51%
SHRT TRM CORP BD
IWN
5.08%
RUS 2000 VAL ETF
SHM
2.8%
NUVN BR SHT MUNI
IEI
2.72%
3-7 YR TR BD ETF
IWC
2.54%
MICRO-CAP ETF
CMF
2.35%
CALI AMT-FRE ETF
EEM
2.31%
MSCI EMG MKT ETF
STPZ
1.91%
1-5 US TIP IDX
TLND
1.87%
ADS
SCZ
1.76%
EAFE SML CP ETF
SPOT
1.72%
SHS
DEM
1.66%
EMERG MKTS ETF
DLS
1.15%
INTL SMCAP DIV
IVV
0.77%
CORE S&P500 ETF
AAPL
0.59%
COM
XOM
0.54%
COM
GOOGL
0.51%
CAP STK CL A
SPY
0.37%
TR UNIT
CVNA
0.3%
CL A
EWUS
0.28%
MSCI UK SM ETF
NFLX
0.28%
COM
PG
0.25%
COM
CSCO
0.25%
COM
VIG
0.25%
DIV APP ETF
IVE
0.24%
S&P 500 VAL ETF
BWX
0.23%
BRCLYS INTL ETF
TIP
0.22%
TIPS BD ETF
JNJ
0.21%
COM
MSFT
0.2%
COM
VOT
0.2%
MCAP GR IDXVIP
FB
0.2%
CL A
INTC
0.19%
COM
CRM
0.18%
COM
TTWO
0.17%
COM
EWU
0.17%
MSCI UK ETF NEW
BRK.B
0.16%
CL B NEW
WIP
0.14%
DB INT GVT ETF
ABEO
0.11%
COM