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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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Market Cap
Large
Value
Mid
Blend
Small
Growth
31
3
1
1
4
1
26
5
1
KUNTZ LESHER CAPITAL LLC

Time Period2018-09-30

Total Holdings126

Total Value ($x1000)470,794
Activities
New2

Increased38

Unchanged8

Decreased78

Sold Out3

Top 10 Stock Holdingstotal 47.51%
IEFA13.8

SCHX7.47

IVV4.94

VMBS4.57

SCHM4.54

 
SCHA3.11

SCHE2.57

VCIT2.28

IJR2.13

AMZN2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
13.8%
CORE MSCI EAFE
SCHX
7.47%
US LRG CAP ETF
IVV
4.94%
CORE S&P500 ETF
VMBS
4.57%
MORTG-BACK SEC
SCHM
4.54%
US MID-CAP ETF
SCHA
3.11%
US SML CAP ETF
SCHE
2.57%
EMRG MKTEQ ETF
VCIT
2.28%
INT-TERM CORP
IJR
2.13%
CORE S&P SCP ETF
AMZN
2.1%
COM
IVW
2.07%
S&P 500 GRWT ETF
VGIT
2%
INT-TERM GOV
MSFT
1.89%
COM
VO
1.67%
MID CAP ETF
IVE
1.63%
S&P 500 VAL ETF
MA
1.55%
CL A
IJH
1.54%
CORE S&P MCP ETF
GOOGL
1.54%
CAP STK CL A
JNJ
1.41%
COM
TMO
1.35%
COM
FB
1.27%
CL A
UNP
1.17%
COM
SCHV
1.15%
US LCAP VA ETF
IEMG
1.15%
CORE MSCI EMKT
SCHG
1.1%
US LCAP GR ETF
COST
1%
COM
CVX
0.98%
COM
SCHR
0.96%
INTRM TRM TRES
AAPL
0.92%
COM
AGZ
0.9%
AGENCY BOND ETF
BRK.B
0.89%
CL B NEW
SCHF
0.89%
INTL EQTY ETF
SCHZ
0.86%
US AGGREGATE B
ROP
0.8%
COM
MCD
0.64%
COM
LMT
0.61%
COM
DIS
0.6%
COM DISNEY
IEI
0.6%
3-7 YR TR BD ETF
ADP
0.59%
COM
NVO
0.59%
ADR
XOM
0.56%
COM
QLTA
0.55%
A RATE CP BD ETF
SPY
0.54%
TR UNIT
NKE
0.52%
CL B
HSIC
0.49%
COM
MBB
0.47%
MBS ETF
VOO
0.44%
SHS
MAA
0.42%
COM
JPM
0.42%
COM
EW
0.42%
COM
VXUS
0.41%
VG TL INTL STK F
PG
0.4%
COM
SCHB
0.38%
US BRD MKT ETF
T
0.36%
COM
BMY
0.36%
COM
BBT
0.34%
COM
DWDP
0.33%
COM
HPQ
0.33%
COM
URI
0.33%
COM
IWM
0.33%
RUSSELL 2000 ETF
SCHD
0.33%
US DIVIDEND EQ
ICE
0.3%
COM
LAMR
0.3%
CL A
BLK
0.3%
COM
UAA
0.29%
CL A
EOG
0.28%
COM
IR
0.28%
SHS
CFG
0.27%
COM
EMN
0.27%
COM
STI
0.26%
COM
UNH
0.26%
COM
MAS
0.26%
COM
MGA
0.26%
COM
HOLX
0.25%
COM
USB
0.24%
COM NEW
PRU
0.24%
COM
DHI
0.21%
COM
CELG
0.2%
COM
FULT
0.19%
COM
ABBV
0.19%
COM
MKL
0.19%
COM
VEA
0.18%
FTSE DEV MKT ETF
WHR
0.16%
COM
CL
0.16%
COM
CSCO
0.16%
COM
HSY
0.14%
COM
PEP
0.14%
COM
MO
0.14%
COM
CWI
0.14%
MSCI ACWI EXUS
MAR
0.14%
CL A
VZ
0.14%
COM
FDN
0.13%
DJ INTERNT IDX
PFE
0.13%
COM
VUG
0.13%
GROWTH ETF
VOT
0.13%
MCAP GR IDXVIP
MTB
0.12%
COM
VTEB
0.12%
TAX-EXEMPT BD
RSP
0.11%
S&P500 EQL WGT
QTEC
0.11%
SHS
VBK
0.1%
SML CP GRW ETF
ORCL
0.1%
COM
AGG
0.1%
CORE TOTUSBD ETF
IWR
0.09%
RUS MID-CAP ETF
VLO
0.09%
COM
GD
0.09%
COM
INTC
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
GOOG
0.08%
CAP STK CL C
VTV
0.08%
VALUE ETF
IXUS
0.08%
CORE MSCITOTAL
FLXS
0.08%
COM
VBR
0.07%
SM CP VAL ETF
CME
0.06%
COM
CMCSA
0.06%
CL A
V
0.06%
COM CL A
BA
0.06%
COM
EFA
0.06%
MSCI EAFE ETF
NSC
0.06%
COM
KO
0.05%
COM
WFC
0.05%
COM
BK
0.05%
COM
TRV
0.05%
COM
VIG
0.05%
DIV APP ETF
AMGN
0.05%
COM
ABT
0.04%
COM
MMM
0.04%
COM
PDP
0.17%
DWA MOMENTUM
SPLV
0.15%
S&P500 LOW VOL
IWV
0.06%
RUSSELL 3000 ETF