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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
24
2
3
0
1
0
13
0
0
HOLISTIC FINANCIAL PARTNERS

Time Period2019-03-31

Total Holdings161

Total Value ($x1000)237,562
Activities
New95

Increased33

Unchanged14

Decreased19

Sold Out2

Top 10 Stock Holdingstotal 53.51%
11.09

VTI10.83

VXUS5.85

SCHE4.43

VWO4.4

 
LLY4.36

SCHZ3.78

SCHF3.2

SPY2.87

VEA2.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHWAB S...
11.09%
MUTUAL FUNDS
VTI
10.83%
TOTAL STK MKT
VXUS
5.85%
VG TL INTL STK F
SCHE
4.43%
EMRG MKTEQ ETF
VWO
4.4%
FTSE EMR MKT ETF
LLY
4.36%
COM
SCHZ
3.78%
US AGGREGATE B
SCHF
3.2%
INTL EQTY ETF
SPY
2.87%
TR UNIT
VEA
2.7%
FTSE DEV MKT ETF
IWM
2.37%
RUSSELL 2000 ETF
GWL
2.24%
S&P WRLD EX US
IWF
2.17%
RUS 1000 GRW ETF
ACWI
1.95%
MSCI ACWI ETF
EFA
1.93%
MSCI EAFE ETF
ARBITRAG...
1.9%
MUTUAL FUNDS
GUGGENHE...
1.65%
MUTUAL FUNDS
OSTERWEI...
1.62%
MUTUAL FUNDS
IWD
1.5%
RUS 1000 VAL ETF
TOTL
1.35%
SPDR TR TACTIC
FEP
1.32%
EUROPE ALPHA
VGK
1.31%
FTSE EUROPE ETF
IXUS
1.15%
CORE MSCITOTAL
SCHA
1.1%
US SML CAP ETF
AGG
0.93%
CORE TOTUSBD ETF
ASG MGD ...
0.9%
MUTUAL FUNDS
PIMCO TR...
0.85%
MUTUAL FUNDS
AQR MGD ...
0.79%
MUTUAL FUNDS
IJH
0.72%
CORE S&P MCP ETF
TIP
0.71%
TIPS BD ETF
MDT
0.68%
SHS
JPM
0.64%
COM
MUB
0.54%
NAT AMT FREE BD
FRANKLIN...
0.52%
MUTUAL FUNDS
T ROWE P...
0.5%
MUTUAL FUNDS
EMLP
0.48%
NO AMER ENERGY
PG
0.47%
COM
DREYFUS ...
0.42%
MUTUAL FUNDS
SEB
0.36%
COM
IAU
0.35%
ISHARES
CMCSA
0.34%
CL A
VRTX
0.3%
COM
BABA
0.3%
SPONSORED ADS
MDY
0.28%
UTSER1 S&PDCRP
MMP
0.25%
COM UNIT RP LP
XOM
0.25%
COM
MSFT
0.25%
COM
AMZN
0.24%
COM
LNC
0.24%
COM
JNJ
0.23%
COM
SDY
0.23%
S&P DIVID ETF
UTX
0.21%
COM
T
0.21%
COM
PFE
0.2%
COM
ETE
0.19%
COM UT LTD PTN
IJR
0.19%
CORE S&P SCP ETF
MRK
0.18%
COM
HD
0.18%
COM
VANGUARD...
0.18%
MUTUAL FUNDS
APTV
0.17%
SHS
FIDELITY...
0.17%
MUTUAL FUNDS
PAA
0.17%
UNIT LTD PARTN
NSRGY
0.16%
COM
NVS
0.16%
SPONSORED ADR
NI
0.16%
COM
CLEARBRI...
0.16%
MUTUAL FUNDS
VANGUARD...
0.16%
MUTUAL FUNDS
V
0.16%
COM CL A
CSCO
0.16%
COM
FRANKLIN...
0.16%
MUTUAL FUNDS
MFS RESE...
0.15%
MUTUAL FUNDS
KO
0.15%
COM
BRANDES ...
0.15%
MUTUAL FUNDS
GLENMEDE...
0.15%
MUTUAL FUNDS
CHL
0.14%
SPONSORED ADR
MCD
0.14%
COM
CARILLON...
0.14%
MUTUAL FUNDS
WFC
0.14%
COM
IVV
0.13%
CORE S&P500 ETF
RUSSELL ...
0.13%
MUTUAL FUNDS
CNK
0.13%
COM
IBM
0.13%
COM
PSXP
0.12%
COM UNIT REP INT
DWDP
0.12%
COM
MO
0.12%
COM
CVX
0.12%
COM
LMT
0.12%
COM
TOT
0.11%
SPONSORED ADR
CCI
0.11%
COM
QRTEA
0.11%
COM SER A
LSXMK
0.11%
COM C SIRIUSXM
AAPL
0.11%
COM
PNC
0.11%
COM
LBTYK
0.11%
SHS CL C
UNP
0.11%
COM
SRE
0.11%
COM
IWR
0.1%
RUS MID-CAP ETF
HON
0.1%
COM
TXN
0.1%
COM
ERJ
0.1%
SP ADR REP 4 COM
MMM
0.1%
COM
JPMORGAN...
0.1%
MUTUAL FUNDS
GOOG
0.1%
CAP STK CL C
LBRDK
0.09%
COM SER C
PEP
0.09%
COM
CCL
0.09%
PAIRED CTF
DISCK
0.09%
COM SER C
ABT
0.09%
COM
GS
0.09%
COM
SHLX
0.09%
UNIT LTD INT
CX
0.09%
SPON ADR NEW
DEUTSCHE...
0.08%
EQUITIES
PT XL AX...
0.08%
EQUITIES
BANK RAK...
0.08%
EQUITIES
YPF
0.07%
SPON ADR CL D
BLACKROC...
0.07%
MUTUAL FUNDS
WELLS FA...
0.07%
MUTUAL FUNDS
GAZPROM ...
0.07%
EQUITIES
ESTACIO ...
0.06%
EQUITIES
FIDELITY...
0.06%
MUTUAL FUNDS
SBERBANK...
0.06%
EQUITIES
AGRO
0.06%
COM
GLOBAL D...
0.06%
EQUITIES
SURGUTNE...
0.06%
EQUITIES
SCHWAB F...
0.06%
MUTUAL FUNDS
GENTING ...
0.06%
EQUITIES
SCHWAB F...
0.05%
MUTUAL FUNDS
CHINASOF...
0.05%
EQUITIES
UNIVERSA...
0.05%
EQUITIES
ENIC
0.05%
SPON ADR
TF ADMIN...
0.05%
EQUITIES
AQR MANA...
0.05%
MUTUAL FUNDS
BAIRD CO...
0.05%
MUTUAL FUNDS
MAGYAR T...
0.05%
EQUITIES
LUK FOOK...
0.05%
EQUITIES
IGR
0.05%
COM
AVAL
0.05%
SPONSORED ADS
LIFESTYL...
0.04%
EQUITIES
1ST PHIL...
0.04%
EQUITIES
CHINA CO...
0.04%
EQUITIES
PEPSI-CO...
0.04%
EQUITIES
CHINA RA...
0.04%
EQUITIES
RIDGEWOR...
0.04%
MUTUAL FUNDS
MARFRIG ...
0.03%
EQUITIES
DEUTSCHE...
0.03%
EQUITIES
HELLENIC...
0.03%
EQUITIES
YUE YUEN...
0.03%
EQUITIES
SHANGHAI...
0.03%
EQUITIES
PROSEGUR...
0.03%
EQUITIES
TURKIYE ...
0.03%
EQUITIES
KROTON E...
0.03%
EQUITIES
FIRST PA...
0.03%
EQUITIES
AES TIET...
0.03%
EQUITIES
DE LA RU...
0.03%
EQUITIES
ITE GROU...
0.02%
EQUITIES
CIELO S ...
0.02%
EQUITIES
AKBANK T...
0.02%
EQUITIES
DICKSON ...
0.02%
EQUITIES
QUIK
< 0.01%
COM
HEMP INC...
< 0.01%
EQUITIES
NEXT FUE...
< 0.01%
EQUITIES
IWB
0.23%
RUS 1000 ETF
CCI
0.22%
PRN