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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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HOLISTIC FINANCIAL PARTNERS

Time Period2018-12-31

Total Holdings68

Total Value ($x1000)95,955
Activities
New1

Increased21

Unchanged18

Decreased28

Sold Out15

Top 10 Stock Holdingstotal 68.31%
VWO10.61

LLY9.76

SCHE8.93

SCHZ8.34

VEA6.74

 
SCHF6.23

IWM5.47

IWF4.86

TOTL3.84

IWD3.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VWO
10.61%
FTSE EMR MKT ETF
LLY
9.76%
COM
SCHE
8.93%
EMRG MKTEQ ETF
SCHZ
8.34%
US AGGREGATE B
VEA
6.74%
FTSE DEV MKT ETF
SCHF
6.23%
INTL EQTY ETF
IWM
5.47%
RUSSELL 2000 ETF
IWF
4.86%
RUS 1000 GRW ETF
TOTL
3.84%
SPDR TR TACTIC
IWD
3.53%
RUS 1000 VAL ETF
VGK
2.94%
FTSE EUROPE ETF
FEP
2.88%
EUROPE ALPHA
SCHA
2.13%
US SML CAP ETF
EFA
2.07%
MSCI EAFE ETF
AGG
1.74%
CORE TOTUSBD ETF
JPM
1.55%
COM
PG
0.97%
COM
IAU
0.85%
ISHARES
SEB
0.74%
COM
CMCSA
0.71%
CL A
VRTX
0.67%
COM
MDY
0.67%
UTSER1 S&PDCRP
PFE
0.57%
COM
XOM
0.55%
COM
SDY
0.55%
S&P DIVID ETF
AMZN
0.53%
COM
LNC
0.51%
COM
JNJ
0.5%
COM
MSFT
0.49%
COM
SPY
0.48%
TR UNIT
T
0.45%
COM
UTX
0.42%
COM
MRK
0.4%
COM
NI
0.35%
COM
QRTEA
0.34%
COM SER A
V
0.34%
COM CL A
CHL
0.33%
SPONSORED ADR
KO
0.32%
COM
NVS
0.32%
SPONSORED ADR
MCD
0.31%
COM
CSCO
0.31%
COM
AAPL
0.3%
COM
WFC
0.29%
COM
LSXMK
0.27%
COM C SIRIUSXM
DWDP
0.26%
COM
TOT
0.26%
SPONSORED ADR
PNC
0.25%
COM
IBM
0.25%
COM
CNK
0.25%
COM
ERJ
0.24%
SP ADR REP 4 COM
LMT
0.24%
COM
CVX
0.24%
COM
HON
0.23%
COM
IWB
0.23%
RUS 1000 ETF
LBTYK
0.23%
SHS CL C
TXN
0.23%
COM
IWR
0.22%
RUS MID-CAP ETF
CCI
0.22%
PRN
SRE
0.22%
COM
MO
0.22%
COM
PEP
0.21%
COM
CX
0.2%
SPON ADR NEW
YPF
0.17%
SPON ADR CL D
AGRO
0.13%
COM
ENIC
0.12%
SPON ADR
IGR
0.09%
COM
AVAL
0.08%
SPONSORED ADS
QUIK
0.01%
COM
GS
0.24%
COM
SLB
0.23%
COM
DISCK
0.23%
COM SER C
CCL
0.22%
PAIRED CTF
OXY
0.22%
COM
SCZ
0.21%
EAFE SML CP ETF
FCE/A
0.2%
COM CL A
EEM
0.2%
MSCI EMG MKT ETF
MMM
0.2%
COM
GOOG
0.2%
CAP STK CL C
LBRDK
0.19%
COM SER C
PBR/A
0.17%
SP ADR NON VTG
SLV
0.14%
ISHARES
ELP
0.06%
SPON ADR PFD
LYG
0.04%
SPONSORED ADR