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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
66
8
6
2
6
0
46
6
4
HOMRICH BERG

Time Period2018-12-31

Total Holdings296

Total Value ($x1000)1,695,951
Activities
New28

Increased136

Unchanged31

Decreased101

Sold Out53

Top 10 Stock Holdingstotal 72.44%
VTI28.3

VIG12.63

MINT11.97

IVW6.46

VXUS3.95

 
SCHB3.5

BSV1.63

ITOT1.55

HD1.24

T1.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
28.3%
TOTAL STK MKT
VIG
12.63%
DIV APP ETF
MINT
11.97%
ENHAN SHRT MAT
IVW
6.46%
S&P 500 GRWT ETF
VXUS
3.95%
VG TL INTL STK F
SCHB
3.5%
US BRD MKT ETF
BSV
1.63%
SHORT TRM BOND
ITOT
1.55%
CORE S&P TTL STK
HD
1.24%
COM
T
1.21%
COM
IXUS
1.17%
CORE MSCITOTAL
SCHF
1.14%
INTL EQTY ETF
AAPL
0.87%
COM
VEU
0.82%
ALLWRLD EX US
BRK.B
0.8%
CL B NEW
SCHD
0.8%
US DIVIDEND EQ
HDV
0.76%
HIGH DIVIDND ETF
KO
0.65%
COM
JPST
0.64%
ULTRA SHRT INC
DGRW
0.63%
US DIVD GRT FD
SPY
0.61%
TR UNIT
SPYG
0.49%
S&P 500 GROWTH
BRK.A
0.45%
CL A
MSFT
0.42%
COM
JNJ
0.36%
COM
DBEF
0.35%
XTRAK MSCI EAFE
DGRO
0.31%
CORE DIV GRWTH
VPL
0.31%
MEGA CAP GRO ETF
THRK
0.26%
RUSSELL 3000 ETF
SCHZ
0.26%
US AGGREGATE B
PFE
0.25%
COM
AMZN
0.24%
COM
VUG
0.24%
GROWTH ETF
SCHG
0.24%
US LCAP GR ETF
EQR
0.24%
SH BEN INT
CNC
0.24%
COM
IWF
0.23%
RUS 1000 GRW ETF
TLT
0.22%
20+ YR TR BD ETF
OEF
0.2%
S&P 100 ETF
CSCO
0.19%
COM
XOM
0.19%
COM
SO
0.19%
COM
JBHT
0.19%
COM
BA
0.19%
COM
MMM
0.18%
COM
PG
0.18%
COM
IPAC
0.18%
CORE MSCI PAC
PEP
0.17%
COM
IVV
0.17%
CORE S&P500 ETF
SDY
0.17%
S&P DIVID ETF
MRK
0.16%
COM
INTC
0.16%
COM
VEA
0.16%
FTSE DEV MKT ETF
MCD
0.15%
COM
IWD
0.15%
RUS 1000 VAL ETF
BNDX
0.14%
INTL BD IDX ETF
VZ
0.14%
COM
V
0.13%
COM CL A
IWN
0.13%
RUS 2000 VAL ETF
EPD
0.13%
COM
JPM
0.12%
COM
SCHM
0.12%
US MID-CAP ETF
WFC
0.12%
COM
AGG
0.12%
CORE TOTUSBD ETF
VOO
0.12%
SHS
VB
0.11%
SMALL CP ETF
UNH
0.11%
COM
HON
0.11%
COM
ABBV
0.11%
COM
CVX
0.11%
COM
VO
0.1%
MID CAP ETF
DIA
0.1%
UT SER 1
GOOGL
0.1%
CAP STK CL A
CB
0.1%
COM
EFA
0.1%
MSCI EAFE ETF
UPS
0.1%
CL B
USB
0.09%
COM NEW
GBDC
0.09%
COM
KBE
0.09%
S&P BK ETF
CTRA
0.09%
COM
VOE
0.09%
MCAP VL IDXVIP
IEMG
0.09%
CORE MSCI EMKT
AEP
0.09%
COM
MMP
0.09%
COM UNIT RP LP
LQD
0.09%
IBOXX INV CP ETF
CLX
0.09%
COM
VBR
0.09%
SM CP VAL ETF
KMB
0.08%
COM
SBUX
0.08%
COM
MO
0.08%
COM
IJK
0.08%
S&P MC 400GR ETF
BAC
0.08%
COM
UNP
0.08%
COM
FB
0.08%
CL A
W
0.08%
CL A
LMT
0.08%
COM
EEM
0.08%
MSCI EMG MKT ETF
IJH
0.08%
CORE S&P MCP ETF
SAIC
0.08%
COM
GOOG
0.08%
CAP STK CL C
TXN
0.08%
COM
SHY
0.08%
1-3 YR TR BD ETF
DVY
0.07%
SELECT DIVID ETF
VTV
0.07%
VALUE ETF
LLY
0.07%
COM
RF
0.07%
COM
BMY
0.07%
COM
BWA
0.07%
COM
DIS
0.07%
COM DISNEY
IBM
0.07%
COM
IVE
0.07%
S&P 500 VAL ETF
CVS
0.07%
COM
BLK
0.07%
COM
QQQ
0.06%
UNIT SER 1
MSI
0.06%
COM NEW
HEDJ
0.06%
EUROPE HEDGED EQ
IJR
0.06%
CORE S&P SCP ETF
TROW
0.06%
COM
ROK
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
XEL
0.06%
COM
GPC
0.06%
COM
CMS
0.06%
COM
EMB
0.06%
JP MOR EM MK ETF
VLO
0.06%
COM
PM
0.06%
COM
NEE
0.06%
COM
ACN
0.06%
SHS CLASS A
WEC
0.06%
COM
VCSH
0.06%
SHRT TRM CORP BD
BMS
0.05%
COM
ULST
0.05%
ULT SHT TRM BD
ADP
0.05%
COM
DWDP
0.05%
COM
ABT
0.05%
COM
FDX
0.05%
COM
EMN
0.05%
COM
OMC
0.05%
COM
GDX
0.05%
GOLD MINERS ETF
ADM
0.05%
COM
UTX
0.05%
COM
WM
0.05%
COM
XLK
0.05%
TECHNOLOGY
AMT
0.05%
COM
SYY
0.05%
COM
DUK
0.05%
COM NEW
NSC
0.05%
COM
CMCSA
0.05%
CL A
TMO
0.04%
COM
VYM
0.04%
HIGH DIV YLD
IWO
0.04%
RUS 2000 GRW ETF
RTN
0.04%
COM NEW
MA
0.04%
CL A
PTY
0.04%
COM
IAU
0.04%
ISHARES
MDY
0.04%
UTSER1 S&PDCRP
BDX
0.04%
COM
GLD
0.04%
GOLD SHS
RYT
0.04%
S&P500 EQL TEC
ITW
0.04%
COM
WDAY
0.04%
CL A
FEX
0.04%
COM SHS
TIP
0.04%
TIPS BD ETF
HTLF
0.04%
COM
ETE
0.04%
COM UT LTD PTN
FNDB
0.04%
SCHWAB FDT US BM
DXJ
0.04%
JAPN HEDGE EQT
XLI
0.04%
SBI INT-INDS
WMT
0.04%
COM
CAT
0.04%
COM
RSG
0.03%
COM
DTD
0.03%
TOTAL DIVID FD
VT
0.03%
TT WRLD ST ETF
GNW
0.03%
COM CL A
MDT
0.03%
SHS
VDE
0.03%
ENERGY ETF
COST
0.03%
COM
DCI
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
XLF
0.03%
SBI INT-FINL
IWS
0.03%
RUS MDCP VAL ETF
ISTB
0.03%
CORE STRM USBD
DG
0.03%
COM
PAA
0.03%
UNIT LTD PARTN
PYPL
0.03%
COM
VRP
0.03%
VAR RATE PFD
EFX
0.03%
COM
NFLX
0.03%
COM
MMC
0.03%
COM
FISV
0.03%
COM
ECL
0.03%
COM
IWZ
0.03%
RUS 3000 GRW ETF
DHR
0.03%
COM
BIV
0.03%
INTERMED TERM
BP
0.03%
SPONSORED ADR
VV
0.03%
LARGE CAP ETF
NKE
0.03%
CL B
CSFL
0.03%
COM
SJM
0.03%
COM NEW
CL
0.03%
COM
KLAC
0.03%
COM
ACBI
0.03%
COM
GD
0.03%
COM
WES
0.02%
COM UNIT LP IN
HYS
0.02%
0-5 HIGH YIELD
DE
0.02%
COM
SQ
0.02%
CL A
LOW
0.02%
COM
EV
0.02%
COM NON VTG
ADBE
0.02%
COM
TOTL
0.02%
SPDR TR TACTIC
CAH
0.02%
COM
ROP
0.02%
COM
XLY
0.02%
SBI CONS DISCR
VXF
0.02%
EXTEND MKT ETF
MPLX
0.02%
COM UNIT REP LTD
SPGI
0.02%
COM
PSX
0.02%
COM
ITA
0.02%
U.S. AER&DEF ETF
BBT
0.02%
COM
DBC
0.02%
UNIT
RNST
0.02%
COM
GWL
0.02%
S&P WRLD EX US
AFL
0.02%
COM
PRFZ
0.02%
FTSE RAFI 1500
SHYD
0.02%
SHORT HIGH YIELD
PHB
0.02%
FNDMNTL HY CRP
COP
0.02%
COM
TSLA
0.02%
COM
MLPI
0.02%
ALERIAN INFRST
GE
0.02%
COM
FDC
0.02%
CL A
C
0.02%
COM NEW
BABA
0.02%
SPONSORED ADS
VTR
0.02%
COM
CRM
0.02%
COM
NCOM
0.02%
COM
KRE
0.02%
S&P REGL BKG
VWO
0.02%
FTSE EMR MKT ETF
TDOC
0.02%
COM
AWK
0.02%
COM
MPC
0.02%
COM
KIE
0.02%
S&P INS ETF
AYI
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
DKL
0.02%
COM UNT RP INT
ORCL
0.02%
COM
IEFA
0.02%
CORE MSCI EAFE
GILD
0.02%
COM
SLYV
0.02%
S&P 600 SMCP VAL
KNX
0.02%
CL A
PNC
0.02%
COM
IWR
0.02%
RUS MID-CAP ETF
ZTS
0.02%
CL A
TRU
0.02%
COM
GDXJ
0.02%
JR GOLD MINERS E
IPE
0.02%
BARCLYS TIPS ETF
DAL
0.01%
COM NEW
MRC
0.01%
COM
IGOV
0.01%
INTL TREA BD ETF
ANDX
0.01%
UNIT LP INT
AXP
0.01%
COM
PALL
0.01%
PHYSCL PALLADM
PGR
0.01%
COM
VGK
0.01%
FTSE EUROPE ETF
IP
0.01%
COM
HSIC
0.01%
COM
EZU
0.01%
EMU ETF
PAYX
0.01%
COM
FDN
0.01%
DJ INTERNT IDX
IYH
0.01%
US HLTHCARE ETF
IWB
0.01%
RUS 1000 ETF
TGT
0.01%
COM
IGF
0.01%
GLB INFRASTR ETF
DSL
0.01%
COM
VCIT
0.01%
INT-TERM CORP
ANTM
0.01%
COM
KLD
0.01%
USA ESG SLCT ETF
NVDA
0.01%
COM
QCOM
0.01%
COM
PFG
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
EZY
0.01%
LRGECP VALUE FD
PDT
0.01%
COM SH BEN INT
TRV
0.01%
COM
BKLN
0.01%
SR LN ETF
SCHO
0.01%
SHT TM US TRES
UL
0.01%
SPON ADR NEW
VFC
0.01%
COM
ICF
0.01%
COHEN&STEER REIT
ADTN
0.01%
COM
NCZ
< 0.01%
COM
ALYA
< 0.01%
CL A SUB VTG
AAME
< 0.01%
COM
(NOTE)
< 0.01%
NOTE 4.250% 3/1
REFR
< 0.01%
COM
JEF
0.31%
COM
EPI
0.23%
INDIA ERNGS FD
TSCO
0.07%
COM
PX
0.07%
COM
ETP
0.05%
UNIT LTD PRT INT
HAL
0.04%
COM
PXD
0.03%
COM
LKQ
0.03%
COM
FEZ
0.03%
EURO STOXX 50
TRGP
0.03%
COM
JNK
0.03%
BRC HGH YLD BD
NUAN
0.03%
COM
CLH
0.03%
COM
SCHE
0.03%
EMRG MKTEQ ETF
THO
0.02%
COM
PNFP
0.02%
COM
KBWR
0.02%
KBW REGL BKG
AL
0.02%
CL A
SEP
0.02%
COM
ILMN
0.02%
COM
AMGN
0.02%
COM
WMB
0.02%
COM
LH
0.02%
COM NEW
IGE
0.02%
NA NAT RES
UNIT
0.02%
COM
MS
0.02%
COM NEW
GUNR
0.02%
MORNSTAR UPSTR
PTEN
0.02%
COM
EFAV
0.02%
EAFE MIN VOL ETF
STI
0.02%
COM
MUB
0.02%
NAT AMT FREE BD
NVS
0.02%
SPONSORED ADR
CCL
0.02%
PAIRED CTF
DEO
0.01%
SPON ADR NEW
BKNG
0.01%
COM
SCZ
0.01%
EAFE SML CP ETF
NTRS
0.01%
COM
QUAL
0.01%
MSCI USA QLT FAC
LNC
0.01%
COM
SRLN
0.01%
BLKSTN GSOSRLN
MDLZ
0.01%
CL A
XME
0.01%
S&P METALS MNG
DGS
0.01%
EMG MKTS SMCAP
EW
0.01%
COM
SCHW
0.01%
COM
IGV
0.01%
NA TEC-SFTWR ETF
DOL
0.01%
INTL LRGCAP DV
PALL
0.01%
SH BEN INT
EXC
0.01%
COM
SCHX
0.01%
US LRG CAP ETF
BX
0.01%
COM UNIT LTD
NMZ
0.01%
COM
EDGW
0.01%
COM