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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
79
10
6
3
6
0
47
7
4
HOMRICH BERG

Time Period2019-03-31

Total Holdings316

Total Value ($x1000)1,921,432
Activities
New39

Increased133

Unchanged39

Decreased105

Sold Out19

Top 10 Stock Holdingstotal 72.89%
VTI30.19

VIG12.74

MINT10.82

IVW6.44

VXUS4.29

 
SCHB3.45

ITOT1.54

T1.3

HD1.08

IXUS1.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
30.19%
TOTAL STK MKT
VIG
12.74%
DIV APP ETF
MINT
10.82%
ENHAN SHRT MAT
IVW
6.44%
S&P 500 GRWT ETF
VXUS
4.29%
VG TL INTL STK F
SCHB
3.45%
US BRD MKT ETF
ITOT
1.54%
CORE S&P TTL STK
T
1.3%
COM
HD
1.08%
COM
IXUS
1.04%
CORE MSCITOTAL
AAPL
0.94%
COM
JPST
0.89%
ULTRA SHRT INC
SCHD
0.77%
US DIVIDEND EQ
VEU
0.76%
ALLWRLD EX US
HDV
0.76%
HIGH DIVIDND ETF
SPYG
0.7%
S&P 500 GROWTH
BRK.B
0.67%
CL B NEW
DGRW
0.65%
US DIVD GRT FD
SCHF
0.63%
INTL EQTY ETF
PG
0.62%
COM
BSV
0.58%
SHORT TRM BOND
KO
0.57%
COM
SPY
0.51%
TR UNIT
MSFT
0.46%
COM
JNJ
0.42%
COM
BRK.A
0.39%
CL A
DGRO
0.34%
CORE DIV GRWTH
IVV
0.32%
CORE S&P500 ETF
THRK
0.3%
RUSSELL 3000 ETF
VUG
0.26%
GROWTH ETF
AMZN
0.26%
COM
SCHG
0.25%
US LCAP GR ETF
IWF
0.23%
RUS 1000 GRW ETF
BA
0.23%
COM
PFE
0.22%
COM
XOM
0.22%
COM
CSCO
0.22%
COM
SO
0.2%
COM
OEF
0.2%
S&P 100 ETF
CNC
0.19%
COM
INTC
0.19%
COM
MMM
0.18%
COM
PEP
0.18%
COM
JBHT
0.18%
COM
DBEF
0.17%
XTRAK MSCI EAFE
SDY
0.17%
S&P DIVID ETF
MRK
0.15%
COM
IWD
0.15%
RUS 1000 VAL ETF
SCHM
0.15%
US MID-CAP ETF
VPL
0.14%
MEGA CAP GRO ETF
IPAC
0.14%
CORE MSCI PAC
VZ
0.14%
COM
MCD
0.13%
COM
V
0.13%
COM CL A
HON
0.13%
COM
JPM
0.13%
COM
IWN
0.13%
RUS 2000 VAL ETF
WFC
0.12%
COM
VB
0.12%
SMALL CP ETF
W
0.11%
CL A
LQD
0.11%
IBOXX INV CP ETF
CVX
0.11%
COM
IEMG
0.11%
CORE MSCI EMKT
ABBV
0.11%
COM
IJR
0.11%
CORE S&P SCP ETF
BAC
0.11%
COM
VOO
0.11%
SHS
UPS
0.1%
CL B
VO
0.1%
MID CAP ETF
UNH
0.1%
COM
CB
0.1%
COM
GOOGL
0.1%
CAP STK CL A
KMB
0.09%
COM
AGG
0.09%
CORE TOTUSBD ETF
AEP
0.09%
COM
VOE
0.09%
MCAP VL IDXVIP
DIA
0.09%
UT SER 1
USB
0.09%
COM NEW
IJH
0.09%
CORE S&P MCP ETF
UNP
0.09%
COM
EFA
0.09%
MSCI EAFE ETF
VBR
0.09%
SM CP VAL ETF
CVS
0.09%
COM
DAL
0.08%
COM NEW
MO
0.08%
COM
SBUX
0.08%
COM
TXN
0.08%
COM
SAIC
0.08%
COM
DIS
0.08%
COM DISNEY
MMP
0.08%
COM UNIT RP LP
VEA
0.08%
FTSE DEV MKT ETF
VYM
0.08%
HIGH DIV YLD
JNK
0.08%
BRC HGH YLD BD
IJK
0.08%
S&P MC 400GR ETF
KBE
0.08%
S&P BK ETF
EEM
0.08%
MSCI EMG MKT ETF
QQQ
0.08%
UNIT SER 1
CLX
0.08%
COM
LMT
0.08%
COM
DVY
0.08%
SELECT DIVID ETF
GOOG
0.08%
CAP STK CL C
FB
0.08%
CL A
CMCSA
0.07%
CL A
NEE
0.07%
COM
ROK
0.07%
COM
LLY
0.07%
COM
IBM
0.07%
COM
CTRA
0.07%
COM
EMN
0.07%
COM
BWA
0.07%
COM
GBDC
0.07%
COM
BLK
0.07%
COM
MSI
0.07%
COM NEW
PM
0.07%
COM
RF
0.07%
COM
IVE
0.07%
S&P 500 VAL ETF
VLO
0.07%
COM
ACN
0.07%
SHS CLASS A
GPC
0.07%
COM
TROW
0.06%
COM
KLAC
0.06%
COM
CL
0.06%
COM
XEL
0.06%
COM
ULST
0.06%
ULT SHT TRM BD
LIN
0.06%
COM
WEC
0.06%
COM
CMS
0.06%
COM
MDY
0.06%
UTSER1 S&PDCRP
BMY
0.06%
COM
ADP
0.06%
COM
FDX
0.06%
COM
ADM
0.05%
COM
CAH
0.05%
COM
HUM
0.05%
COM
SJM
0.05%
COM NEW
IWM
0.05%
RUSSELL 2000 ETF
SCHZ
0.05%
US AGGREGATE B
NSC
0.05%
COM
VTV
0.05%
VALUE ETF
AMT
0.05%
COM
XLK
0.05%
TECHNOLOGY
EMB
0.05%
JP MOR EM MK ETF
OMC
0.05%
COM
BMS
0.05%
COM
ABT
0.05%
COM
TMO
0.05%
COM
CAT
0.05%
COM
DUK
0.05%
COM NEW
UTX
0.05%
COM
WM
0.05%
COM
VCSH
0.05%
SHRT TRM CORP BD
KLD
0.05%
USA ESG SLCT ETF
DWDP
0.05%
COM
GDX
0.04%
GOLD MINERS ETF
GLD
0.04%
GOLD SHS
HEDJ
0.04%
EUROPE HEDGED EQ
IWO
0.04%
RUS 2000 GRW ETF
MA
0.04%
CL A
SYY
0.04%
COM
RYT
0.04%
S&P500 EQL TEC
WDAY
0.04%
CL A
RTN
0.04%
COM NEW
PTY
0.04%
COM
ETE
0.04%
COM UT LTD PTN
ITW
0.04%
COM
IAU
0.04%
ISHARES
APTS
0.04%
COM
FEX
0.04%
COM SHS
PFG
0.04%
COM
WMT
0.04%
COM
NFLX
0.04%
COM
BDX
0.04%
COM
FNDB
0.04%
SCHWAB FDT US BM
TIP
0.04%
TIPS BD ETF
DTD
0.03%
TOTAL DIVID FD
VDE
0.03%
ENERGY ETF
RSG
0.03%
COM
XLF
0.03%
SBI INT-FINL
VT
0.03%
TT WRLD ST ETF
XLE
0.03%
SBI INT-ENERGY
TOTL
0.03%
SPDR TR TACTIC
BWZ
0.03%
SHRT INTL ETF
PAA
0.03%
UNIT LTD PARTN
COST
0.03%
COM
ALL
0.03%
COM
CSX
0.03%
COM
HTLF
0.03%
COM
MPC
0.03%
COM
ADBE
0.03%
COM
MMC
0.03%
COM
EFX
0.03%
COM
ECL
0.03%
COM
GILD
0.03%
COM
MDT
0.03%
SHS
VRP
0.03%
VAR RATE PFD
SQ
0.03%
CL A
IWZ
0.03%
RUS 3000 GRW ETF
CMI
0.03%
COM
ISTB
0.03%
CORE STRM USBD
PYPL
0.03%
COM
NKE
0.03%
CL B
GS
0.03%
COM
FISV
0.03%
COM
WES
0.03%
COM UNIT LP INT
DHR
0.03%
COM
BP
0.03%
SPONSORED ADR
LOW
0.03%
COM
VV
0.03%
LARGE CAP ETF
DG
0.03%
COM
IWS
0.03%
RUS MDCP VAL ETF
GE
0.03%
COM
XLI
0.03%
SBI INT-INDS
ROP
0.03%
COM
BIV
0.02%
INTERMED TERM
SHY
0.02%
1-3 YR TR BD ETF
VWO
0.02%
FTSE EMR MKT ETF
SPGI
0.02%
COM
HYS
0.02%
0-5 HIGH YIELD
BABA
0.02%
SPONSORED ADS
EV
0.02%
COM NON VTG
DCI
0.02%
COM
ACBI
0.02%
COM
TLT
0.02%
20+ YR TR BD ETF
AMAT
0.02%
COM
GD
0.02%
COM
DXJ
0.02%
JAPN HEDGE EQT
IWB
0.02%
RUS 1000 ETF
VXF
0.02%
EXTEND MKT ETF
DE
0.02%
COM
XLY
0.02%
SBI CONS DISCR
WBA
0.02%
COM
GWL
0.02%
S&P WRLD EX US
CRM
0.02%
COM
PSX
0.02%
COM
RNST
0.02%
COM
MPLX
0.02%
COM UNIT REP LTD
PRFZ
0.02%
FTSE RAFI 1500
MLPI
0.02%
ALERIAN INFRST
BBT
0.02%
COM
DBC
0.02%
UNIT
AFL
0.02%
COM
PHB
0.02%
FNDMNTL HY CRP
KRE
0.02%
S&P REGL BKG
VTR
0.02%
COM
COP
0.02%
COM
C
0.02%
COM NEW
MRC
0.02%
COM
AXP
0.02%
COM
AWK
0.02%
COM
TSN
0.02%
CL A
KIE
0.02%
S&P INS ETF
TDOC
0.02%
COM
SPHD
0.02%
S&P500 HDL VOL
DKL
0.02%
COM UNT RP INT
BAX
0.02%
COM
AYI
0.02%
COM
SLYV
0.02%
S&P 600 SMCP VAL
SCHX
0.02%
US LRG CAP ETF
DHI
0.02%
COM
EW
0.02%
COM
ZTS
0.02%
CL A
ORCL
0.02%
COM
SCHA
0.02%
US SML CAP ETF
XLV
0.02%
SBI HEALTHCARE
SHYD
0.02%
SHORT HIGH YIELD
TRU
0.02%
COM
LYB
0.02%
SHS - A -
ILMN
0.02%
COM
IEFA
0.01%
CORE MSCI EAFE
PNC
0.01%
COM
DEO
0.01%
SPON ADR NEW
FDN
0.01%
DJ INTERNT IDX
D
0.01%
COM
AMGN
0.01%
COM
PAYX
0.01%
COM
TSLA
0.01%
COM
IPE
0.01%
BARCLYS TIPS ETF
BND
0.01%
TOTAL BND MRKT
VGK
0.01%
FTSE EUROPE ETF
NVDA
0.01%
COM
PGR
0.01%
COM
EZU
0.01%
EMU ETF
DSL
0.01%
COM
DGS
0.01%
EMG MKTS SMCAP
IGOV
0.01%
INTL TREA BD ETF
PDT
0.01%
COM SH BEN INT
ANDX
0.01%
UNIT LP INT
VFC
0.01%
COM
ANTM
0.01%
COM
KYN
0.01%
COM
MS
0.01%
COM NEW
OKE
0.01%
COM
STI
0.01%
COM
IYH
0.01%
US HLTHCARE ETF
TGT
0.01%
COM
IP
0.01%
COM
BSCK
0.01%
BULSHS 2020 CB
ICF
0.01%
COHEN&STEER REIT
SDOG
0.01%
SECTR DIV DOGS
TRV
0.01%
COM
KNX
0.01%
CL A
VCIT
0.01%
INT-TERM CORP
UL
0.01%
SPON ADR NEW
ENB
0.01%
COM
FDC
0.01%
CL A
EFAV
0.01%
EAFE MIN VOL ETF
BKLN
0.01%
SR LN ETF
EMR
0.01%
COM
SCI
0.01%
COM
EXC
0.01%
COM
NTRS
0.01%
COM
ALYA
< 0.01%
CL A SUB VTG
NCZ
< 0.01%
COM
AVP
< 0.01%
COM
AAME
< 0.01%
COM
REFR
< 0.01%
COM
EQR
0.24%
SH BEN INT
BNDX
0.14%
INTL BD IDX ETF
EPD
0.13%
COM
GNW
0.03%
COM CL A
CSFL
0.03%
COM
WES
0.02%
COM UNIT LP IN
ITA
0.02%
U.S. AER&DEF ETF
NCOM
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
GDXJ
0.02%
JR GOLD MINERS E
PALL
0.01%
PHYSCL PALLADM
HSIC
0.01%
COM
IGF
0.01%
GLB INFRASTR ETF
QCOM
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
EZY
0.01%
LRGECP VALUE FD
SCHO
0.01%
SHT TM US TRES
ADTN
0.01%
COM
(NOTE)
< 0.01%
NOTE 4.250% 3/1