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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
45
12
17
2
1
3
30
10
7
GV FINANCIAL ADVISORS

Time Period2017-12-31

Total Holdings214

Total Value ($x1000)469,991
Activities
New191

Increased8

Unchanged1

Decreased14

Sold Out0

Top 10 Stock Holdingstotal 75.72%
IWD12.96

VTV12.79

IEFA10.32

IWF8.48

VUG7.76

 
VNQI7.16

IWN6.43

IWO4.1

DGS3.3

VNQ2.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWD
12.96%
RUS 1000 VAL ETF
VTV
12.79%
VALUE ETF
IEFA
10.32%
CORE MSCI EAFE
IWF
8.48%
RUS 1000 GRW ETF
VUG
7.76%
GROWTH ETF
VNQI
7.16%
GLB EX US ETF
IWN
6.43%
RUS 2000 VAL ETF
IWO
4.1%
RUS 2000 GRW ETF
DGS
3.3%
EMG MKTS SMCAP
VNQ
2.42%
REIT ETF
EFA
1.02%
MSCI EAFE ETF
FTY
0.75%
REAL EST 50 ETF
AAPL
0.72%
COM
IEMG
0.7%
CORE MSCI EMKT
JNUG
0.7%
DAILY JR BULL 3X
VEA
0.55%
FTSE DEV MKT ETF
VWO
0.52%
FTSE EMR MKT ETF
DJP
0.51%
DJUBS CMDT ETN36
BA
0.47%
COM
HD
0.4%
COM
VLO
0.38%
COM
AMP
0.37%
COM
MMM
0.37%
COM
BRK.B
0.36%
CL B NEW
LYB
0.36%
SHS - A -
SCZ
0.31%
EAFE SML CP ETF
PG
0.27%
COM
V
0.26%
COM CL A
WFC
0.25%
COM
MCD
0.24%
COM
TSCO
0.24%
COM
GOOGL
0.24%
CAP STK CL A
AAN
0.24%
COM PAR $0.50
WYN
0.22%
COM
TGT
0.22%
COM
BBY
0.22%
COM
MSFT
0.21%
COM
EW
0.21%
COM
IDV
0.21%
INTL SEL DIV ETF
FAST
0.2%
COM
QCOM
0.2%
COM
DFS
0.2%
COM
HIG
0.19%
COM
ESRX
0.19%
COM
C
0.19%
COM NEW
ROST
0.19%
COM
BRK.A
0.19%
CL A
AXP
0.19%
COM
GLW
0.19%
COM
XL
0.18%
COM
SYY
0.17%
COM
FBND
0.17%
TOTAL BD ETF
IWC
0.16%
MICRO-CAP ETF
GILD
0.16%
COM
SLB
0.15%
COM
CELG
0.15%
COM
PCLN
0.15%
COM NEW
CLB
0.15%
COM
ADBE
0.15%
COM
WU
0.15%
COM
JNJ
0.15%
COM
BTT
0.15%
COM SHS BEN IN
EEM
0.14%
MSCI EMG MKT ETF
PNFP
0.14%
COM
CDNS
0.14%
COM
MCK
0.14%
COM
JPM
0.14%
COM
IVE
0.13%
S&P 500 VAL ETF
UAL
0.13%
COM
VRSK
0.13%
CL A
KHC
0.13%
COM
CTSH
0.12%
CL A
SCHW
0.12%
COM
CAG
0.12%
COM
XOM
0.12%
COM
AEG
0.11%
NY REGISTRY SH
CVS
0.11%
COM
UTX
0.11%
COM
ICF
0.11%
COHEN&STEER REIT
RF
0.11%
COM
MTG
0.11%
COM
VXUS
0.11%
VG TL INTL STK F
CBS
0.1%
CL B
CTL
0.1%
COM
YUM
0.1%
COM
VTI
0.1%
TOTAL STK MKT
TJX
0.1%
COM
IBM
0.1%
COM
AGG
0.1%
CORE TOTUSBD ETF
PYPL
0.1%
COM
RJF
0.09%
COM
DAL
0.09%
COM NEW
GE
0.09%
COM
VZ
0.09%
COM
SCHV
0.09%
US LCAP VA ETF
MSCI
0.09%
COM
UNH
0.09%
COM
INTC
0.09%
COM
KSS
0.09%
COM
SPY
0.09%
TR UNIT
BAC
0.09%
COM
SPLV
0.09%
S&P500 LOW VOL
FRT
0.09%
SH BEN INT NEW
PHM
0.08%
COM
IJR
0.08%
CORE S&P SCP ETF
GOOG
0.08%
CAP STK CL C
CE
0.08%
COM SER A
BBT
0.08%
COM
NTAP
0.08%
COM
MSI
0.08%
COM NEW
KO
0.08%
COM
SIRI
0.08%
COM
GWW
0.08%
COM
VIG
0.07%
DIV APP ETF
USB
0.07%
COM NEW
HON
0.07%
COM
EMPIRE S...
0.07%
CL A
GIS
0.07%
COM
PGF
0.07%
FINL PFD PTFL
SPR
0.07%
COM CL A
UPS
0.07%
CL B
CARO
0.07%
COM
IYR
0.07%
U.S. REAL ES ETF
TEL
0.07%
REG SHS
LEA
0.06%
COM NEW
VBR
0.06%
SM CP VAL ETF
DIS
0.06%
COM DISNEY
KR
0.06%
COM
MPC
0.06%
COM
MDP
0.06%
COM
AET
0.06%
COM
FB
0.06%
CL A
LOW
0.06%
COM
T
0.06%
COM
PEP
0.06%
COM
WAFD
0.06%
COM
BFAM
0.06%
COM
LMT
0.06%
COM
CDK
0.05%
COM
GS
0.05%
COM
HBHC
0.05%
COM
WTFC
0.05%
COM
ASGN
0.05%
COM
FULT
0.05%
COM
KBH
0.05%
COM
TROW
0.05%
COM
HUM
0.05%
COM
VSH
0.05%
COM
MA
0.05%
CL A
AAL
0.05%
COM
RHP
0.05%
COM
FANG
0.05%
COM
ONB
0.05%
COM
EME
0.05%
COM
LNC
0.05%
COM
WMT
0.05%
COM
SANM
0.05%
COM
BLMN
0.05%
COM
CR
0.05%
COM
BDN
0.04%
SH BEN INT NEW
NVG
0.04%
COM
ASBC
0.04%
COM
XYL
0.04%
COM
PFE
0.04%
COM
WBA
0.04%
COM
AMZN
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
UTHR
0.04%
COM
NID
0.04%
COM
CLS
0.03%
SUB VTG SHS
LXP
0.02%
COM
TRST
0.02%
COM
(NOTE)
0.02%
PRN
(NOTE)
0.02%
PRN
(NOTE)
0.02%
PRN
(NOTE)
0.02%
PRN
(NOTE)
0.02%
PRN
AHT
0.02%
COM SHS
(NOTE)
0.02%
PRN
(NOTE)
0.02%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
JE
0.01%
COM
GTE
0.01%
COM
KBH
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
WELLS FA...
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
AT
0.01%
COM NEW
UBS
0.01%
PRN
(NOTE)
0.01%
PRN
(NOTE)
< 0.01%
PRN
GOLDMAN ...
< 0.01%
PRN
(NOTE)
< 0.01%
PRN
(NOTE)
< 0.01%
PRN
(NOTE)
< 0.01%
PRN