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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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GRUBMAN WEALTH MANAGEMENT

Time Period2018-06-30

Total Holdings41

Total Value ($x1000)141,304
Activities
New4

Increased10

Unchanged9

Decreased18

Sold Out0

Top 10 Stock Holdingstotal 74.84%
IWB14.38

IWD13.75

EFA7.57

AGG7.51

EFV6.53

 
IWM6.18

MBB5.92

IWN5.46

VCSH4.52

SHM3.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
14.38%
RUS 1000 ETF
IWD
13.75%
RUS 1000 VAL ETF
EFA
7.57%
MSCI EAFE ETF
AGG
7.51%
CORE TOTUSBD ETF
EFV
6.53%
EAFE VALUE ETF
IWM
6.18%
RUSSELL 2000 ETF
MBB
5.92%
MBS ETF
IWN
5.46%
RUS 2000 VAL ETF
VCSH
4.52%
SHRT TRM CORP BD
SHM
3.02%
NUVN BR SHT MUNI
IEI
2.92%
3-7 YR TR BD ETF
IWC
2.71%
MICRO-CAP ETF
CMF
2.5%
CALI AMT-FRE ETF
EEM
2.44%
MSCI EMG MKT ETF
STPZ
2.07%
1-5 US TIP IDX
SCZ
1.86%
EAFE SML CP ETF
TLND
1.77%
ADS
DEM
1.74%
EMERG MKTS ETF
DLS
1.23%
INTL SMCAP DIV
IVV
0.76%
CORE S&P500 ETF
AAPL
0.6%
COM
SPY
0.36%
TR UNIT
EWUS
0.31%
MSCI UK SM ETF
XOM
0.31%
COM
NFLX
0.29%
COM
IVE
0.26%
S&P 500 VAL ETF
PG
0.26%
COM
BWX
0.24%
BRCLYS INTL ETF
VIG
0.24%
DIV APP ETF
TIP
0.23%
TIPS BD ETF
CVNA
0.22%
CL A
EWU
0.22%
MSCI UK ETF NEW
CSCO
0.21%
COM
INTC
0.21%
COM
VOT
0.2%
MCAP GR IDXVIP
JNJ
0.19%
COM
MSFT
0.18%
COM
CRM
0.16%
COM
TTWO
0.16%
COM
WIP
0.16%
DB INT GVT ETF
BRK.B
0.15%
CL B NEW