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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
9
0
1
0
0
0
6
0
0
GRUBMAN WEALTH MANAGEMENT

Time Period2018-12-31

Total Holdings60

Total Value ($x1000)163,586
Activities
New17

Increased27

Unchanged6

Decreased10

Sold Out2

Top 10 Stock Holdingstotal 71.57%
IWD12.55

IWB11.61

EFA8.61

AGG7.32

EFV6.5

 
STPZ5.46

MBB5.28

VCSH4.91

IEI4.87

IWM4.46

-- hover over a symbol below for details --
SEC 13F
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Detail
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IWD
12.55%
RUS 1000 VAL ETF
IWB
11.61%
RUS 1000 ETF
EFA
8.61%
MSCI EAFE ETF
AGG
7.32%
CORE TOTUSBD ETF
EFV
6.5%
EAFE VALUE ETF
STPZ
5.46%
1-5 US TIP IDX
MBB
5.28%
MBS ETF
VCSH
4.91%
SHRT TRM CORP BD
IEI
4.87%
3-7 YR TR BD ETF
IWM
4.46%
RUSSELL 2000 ETF
IWN
4.34%
RUS 2000 VAL ETF
SHM
2.44%
NUVN BR SHT MUNI
CMF
2.17%
CALI AMT-FRE ETF
EEM
2.14%
MSCI EMG MKT ETF
IWC
1.83%
MICRO-CAP ETF
DEM
1.64%
EMERG MKTS ETF
SCZ
1.49%
EAFE SML CP ETF
DLS
1.23%
INTL SMCAP DIV
SPOT
0.99%
SHS
TLND
0.91%
ADS
VOO
0.79%
SHS
IVV
0.59%
CORE S&P500 ETF
VGSH
0.41%
SHTRM GVT BD ETF
MSFT
0.4%
COM
AAPL
0.39%
COM
XOM
0.35%
COM
VTI
0.32%
TOTAL STK MKT
SPY
0.29%
TR UNIT
VIG
0.28%
DIV APP ETF
GOOGL
0.27%
CAP STK CL A
PG
0.27%
COM
VWO
0.25%
FTSE EMR MKT ETF
IVE
0.22%
S&P 500 VAL ETF
VCIT
0.22%
INT-TERM CORP
EWUS
0.21%
MSCI UK SM ETF
JNJ
0.21%
COM
BWX
0.21%
BRCLYS INTL ETF
CSCO
0.2%
COM
TIP
0.2%
TIPS BD ETF
DE
0.19%
COM
VBK
0.19%
SML CP GRW ETF
VXF
0.18%
EXTEND MKT ETF
SCHL
0.18%
COM
NFLX
0.17%
COM
INTC
0.17%
COM
VO
0.16%
MID CAP ETF
ABT
0.16%
COM
CVNA
0.16%
CL A
KO
0.16%
COM
VB
0.15%
SMALL CP ETF
SCHW
0.14%
COM
BRK.B
0.14%
CL B NEW
VEA
0.14%
FTSE DEV MKT ETF
PGX
0.14%
PFD ETF
CRM
0.14%
COM
VOT
0.14%
MCAP GR IDXVIP
EWU
0.13%
MSCI UK ETF NEW
WIP
0.13%
DB INT GVT ETF
IJR
0.12%
CORE S&P SCP ETF
ABEO
0.06%
COM
FB
0.2%
CL A
TTWO
0.17%
COM