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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
38
5
3
1
2
1
30
7
3
GW HENSSLER ASSOCIATES LTD

Time Period2018-06-30

Total Holdings127

Total Value ($x1000)1,019,189
Activities
New10

Increased69

Unchanged6

Decreased42

Sold Out12

Top 10 Stock Holdingstotal 30.98%
EFA5.79

IJH5.1

IJR3.73

AAPL3.59

GOOGL2.43

 
BSJK2.28

DIS2.21

XOM2.14

INTC1.89

CVS1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
5.79%
MSCI EAFE ETF
IJH
5.1%
CORE S&P MCP ETF
IJR
3.73%
CORE S&P SCP ETF
AAPL
3.59%
COM
GOOGL
2.43%
CAP STK CL A
BSJK
2.28%
BULSHS 2020 HY
DIS
2.21%
COM DISNEY
XOM
2.14%
COM
INTC
1.89%
COM
CVS
1.82%
COM
UNH
1.82%
COM
V
1.73%
COM CL A
VLO
1.7%
COM
ICE
1.63%
COM
TRV
1.61%
COM
CVX
1.58%
COM
ABT
1.51%
COM
PEP
1.51%
COM
ROST
1.5%
COM
WMT
1.46%
COM
CTSH
1.43%
CL A
PEG
1.42%
COM
JNJ
1.42%
COM
CBRL
1.4%
COM
CELG
1.37%
COM
TROW
1.37%
COM
HRL
1.35%
COM
RDS/A
1.35%
SPONS ADR A
CHRW
1.34%
COM NEW
ECL
1.33%
COM
QCOM
1.32%
COM
MSFT
1.31%
COM
USB
1.3%
COM NEW
DRI
1.28%
COM
PG
1.28%
COM
GILD
1.22%
COM
SCHW
1.2%
COM
CERN
1.18%
COM
MET
1.16%
COM
VFC
1.14%
COM
MMM
1.13%
COM
SLB
1.13%
COM
SO
1.08%
COM
WM
1.01%
COM
MCD
0.98%
COM
UPS
0.95%
CL B
NVO
0.94%
ADR
XLB
0.92%
SBI MATERIALS
MD
0.92%
COM
AJG
0.84%
COM
PX
0.84%
COM
LMT
0.83%
COM
ORCL
0.8%
COM
BLK
0.73%
COM
TMO
0.71%
COM
KR
0.69%
COM
NVS
0.65%
SPONSORED ADR
PM
0.63%
COM
XEL
0.62%
COM
D
0.62%
COM
XLU
0.57%
SBI INT-UTILS
PNW
0.54%
COM
PRGO
0.52%
SHS
ITW
0.5%
COM
CA
0.45%
COM
BA
0.43%
COM
HD
0.42%
COM
BDX
0.35%
COM
BTI
0.33%
SPONSORED ADR
UL
0.32%
SPON ADR NEW
SCHX
0.31%
US LRG CAP ETF
BIL
0.3%
SPDR BLOOMBERG
GIS
0.3%
COM
PSA
0.28%
COM
QUAL
0.27%
MSCI USA QLT FAC
KO
0.25%
COM
VZ
0.23%
COM
ETN
0.22%
SHS
MO
0.22%
COM
AET
0.2%
COM
SCHF
0.2%
INTL EQTY ETF
CHD
0.19%
COM
SCHG
0.16%
US LCAP GR ETF
VUG
0.15%
GROWTH ETF
SCHV
0.15%
US LCAP VA ETF
VYM
0.14%
HIGH DIV YLD
SCHM
0.11%
US MID-CAP ETF
AMZN
0.09%
COM
DVY
0.08%
SELECT DIVID ETF
SPY
0.08%
TR UNIT
SCHA
0.08%
US SML CAP ETF
BRK.B
0.07%
CL B NEW
VIG
0.07%
DIV APP ETF
IVV
0.07%
CORE S&P500 ETF
BBT
0.06%
COM
FBHS
0.06%
COM
T
0.06%
COM
OGE
0.05%
COM
FB
0.05%
CL A
ACN
0.05%
SHS CLASS A
DTN
0.05%
DIV EX-FINL FD
VAR
0.05%
COM
SCHD
0.05%
US DIVIDEND EQ
VOO
0.04%
SHS
FAST
0.04%
COM
HON
0.04%
COM
DGRW
0.03%
US DIVD GRT FD
VPU
0.03%
UTILITIES ETF
VEA
0.03%
FTSE DEV MKT ETF
IBM
0.03%
COM
VO
0.03%
MID CAP ETF
NSC
0.03%
COM
UHS
0.03%
CL B
IWF
0.03%
RUS 1000 GRW ETF
BAC
0.03%
COM
GOOG
0.03%
CAP STK CL C
AFL
0.02%
COM
CBSH
0.02%
COM
VTI
0.02%
TOTAL STK MKT
WRI
0.02%
SH BEN INT
AMGN
0.02%
COM
VB
0.02%
SMALL CP ETF
XLK
0.02%
TECHNOLOGY
AVY
0.02%
COM
TDC
0.02%
COM
PGX
0.02%
PFD ETF
EGOV
0.02%
COM
BSJK
2.23%
GUG BUL 2020 HY
DTE
0.05%
COM
LSTR
0.02%
COM
CTXS
0.02%
COM
CMCSA
0.02%
CL A
AAP
0.02%
COM
DLR
0.02%
PRN
FDX
0.02%
COM
THO
0.02%
COM
STI
0.02%
COM
EMN
0.02%
COM
PGX
0.02%
AGG PFD PORT