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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
6
0
2
1
0
0
2
0
0
INTERACTIVE FINANCIAL ADVISORS

Time Period2018-12-31

Total Holdings99

Total Value ($x1000)192,972
Activities
New8

Increased25

Unchanged15

Decreased51

Sold Out30

Top 10 Stock Holdingstotal 61.85%
VIG12.64

IVV8.97

AGG7.45

LQD6.86

XLV5.85

 
SPY4.97

EFV3.92

IWN3.87

SHY3.81

FXF3.51

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
12.64%
DIV APP ETF
IVV
8.97%
CORE S&P500 ETF
AGG
7.45%
CORE TOTUSBD ETF
LQD
6.86%
IBOXX INV CP ETF
XLV
5.85%
SBI HEALTHCARE
SPY
4.97%
TR UNIT
EFV
3.92%
EAFE VALUE ETF
IWN
3.87%
RUS 2000 VAL ETF
SHY
3.81%
1-3 YR TR BD ETF
FXF
3.51%
SWISS FRANC
TLH
3.41%
10-20 YR TRS ETF
IJT
3.3%
SP SMCP600GR ETF
VNQ
2.95%
REIT ETF
BNDX
2.6%
INTL BD IDX ETF
TLT
2.53%
20+ YR TR BD ETF
CIU
2.48%
INTERM CR BD ETF
GLD
2.13%
GOLD SHS
ITA
2%
U.S. AER&DEF ETF
SLV
1.43%
ISHARES
ACWX
1.33%
MSCI ACWI US ETF
SCHH
1.22%
US REIT ETF
REZ
1.16%
RESID RL EST CAP
VOO
1.04%
SHS
IGE
0.82%
NA NAT RES
VV
0.78%
LARGE CAP ETF
VYM
0.55%
HIGH DIV YLD
FIW
0.53%
COM
XLU
0.53%
SBI INT-UTILS
XLP
0.51%
SBI CONS STPLS
TDTT
0.47%
IBOXX 3R TARGT
IEI
0.46%
3-7 YR TR BD ETF
VANGUARD...
0.46%
MM
TIP
0.38%
TIPS BD ETF
PFF
0.36%
U.S. PFD STK ETF
PZA
0.31%
NATL AMT MUNI
RAVI
0.31%
READY ACC VARI
SPHD
0.29%
S&P500 HDL VOL
MERK HAR...
0.27%
M
EFA
0.22%
MSCI EAFE ETF
IVE
0.22%
S&P 500 VAL ETF
EFAV
0.21%
EAFE MIN VOL ETF
JPUS
0.21%
F JPMORGAN DIVER
BAB
0.2%
TAXABLE MUN BD
XLE
0.19%
SBI INT-ENERGY
IWM
0.19%
RUSSELL 2000 ETF
ADVISORS...
0.16%
M
DHS
0.16%
EQTY INC ETF
BWX
0.15%
BRCLYS INTL ETF
DGRW
0.14%
US DIVD GRT FD
DVY
0.13%
SELECT DIVID ETF
JPIN
0.12%
DIV RTN INT EQ
VWO
0.1%
FTSE EMR MKT ETF
AGZD
0.1%
BARCLAYS ZERO
IAU
0.09%
ISHARES
VCIT
0.08%
INT-TERM CORP
PZD
0.07%
CLEANTECH ETF
NOBL
0.07%
S&P 500 ARISTO
IVW
0.07%
S&P 500 GRWT ETF
SLVP
0.06%
GLB SILV MIN ETF
VCSH
0.06%
SHRT TRM CORP BD
USDU
0.05%
BLMBG US BULL
BA
0.05%
COM
FLOT
0.05%
FLTG RATE BD ETF
ICF
0.04%
COHEN&STEER REIT
MSFT
0.03%
COM
IFGL
0.03%
INTL DEV RE ETF
MUB
0.03%
NAT AMT FREE BD
IEF
0.03%
7-10 Y TR BD ETF
ILF
0.03%
LATN AMER 40 ETF
WIP
0.02%
DB INT GVT ETF
V
0.02%
COM CL A
UHT
0.02%
SH BEN INT
SUB
0.01%
SHT NTLAMTFR ETF
CSJ
0.01%
1-3 YR CR BD ETF
VUG
0.01%
GROWTH ETF
LLY
0.01%
COM
AAXN
0.01%
COM
JNK
0.01%
BRC HGH YLD BD
HYG
0.01%
IBOXX HI YD ETF
EEB
0.01%
BRIC ETF
IXC
0.01%
GLOBAL ENERG ETF
MO
0.01%
COM
NSC
0.01%
COM
FIDELITY...
0.01%
M
MXI
0.01%
GLOBAL MATER ETF
IJR
< 0.01%
CORE S&P SCP ETF
IEMG
< 0.01%
CORE MSCI EMKT
VBR
< 0.01%
SM CP VAL ETF
FIDELITY...
< 0.01%
M
FIDELITY...
< 0.01%
M
FIDELITY...
< 0.01%
M
F
< 0.01%
COM PAR $0.01
MGEE
< 0.01%
COM
EFG
< 0.01%
EAFE GRWTH ETF
SCZ
< 0.01%
EAFE SML CP ETF
SLB
< 0.01%
COM
MSI
< 0.01%
COM NEW
TBF
< 0.01%
SHRT 20+YR TRE
VSS
< 0.01%
FTSE SMCAP ETF
VTI
3.2%
TOTAL STK MKT
AAPL
1.35%
COM
AMZN
1.13%
COM
NFLX
0.79%
COM
SRLN
0.61%
BLKSTN GSOSRLN
GOOGL
0.52%
CAP STK CL A
BKLN
0.36%
SR LN ETF
CASH
0.14%
COM
VTV
0.12%
VALUE ETF
VOE
0.1%
MCAP VL IDXVIP
RWO
0.09%
DJ GLB RL ES ETF
MDY
0.07%
UTSER1 S&PDCRP
DBC
0.06%
UNIT
GNR
0.05%
GLB NAT RESRCE
OXY
0.04%
COM
RYN
0.04%
COM
WY
0.04%
COM
PAA
0.03%
UNIT LTD PARTN
ETP
0.02%
UNIT LTD PRT INT
COP
0.01%
COM
FRANKLIN...
0.01%
M
FRANKLIN...
0.01%
M
VEA
0.01%
FTSE DEV MKT ETF
FXI
0.01%
CHINA LG-CAP ETF
BSV
< 0.01%
SHORT TRM BOND
GUNR
< 0.01%
MORNSTAR UPSTR
VMBS
< 0.01%
MORTG-BACK SEC
BIV
< 0.01%
INTERMED TERM
VB
< 0.01%
SMALL CP ETF
BLV
< 0.01%
LONG TERM BOND