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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
30
3
1
1
4
1
26
5
0
KUNTZ LESHER CAPITAL LLC

Time Period2018-06-30

Total Holdings127

Total Value ($x1000)442,602
Activities
New5

Increased38

Unchanged8

Decreased76

Sold Out8

Top 10 Stock Holdingstotal 46.67%
IEFA13.97

SCHX6.87

VMBS4.87

IVV4.78

SCHM4.23

 
SCHA3.04

SCHE2.64

IVW2.1

VGIT2.09

VCIT2.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
13.97%
CORE MSCI EAFE
SCHX
6.87%
US LRG CAP ETF
VMBS
4.87%
MORTG-BACK SEC
IVV
4.78%
CORE S&P500 ETF
SCHM
4.23%
US MID-CAP ETF
SCHA
3.04%
US SML CAP ETF
SCHE
2.64%
EMRG MKTEQ ETF
IVW
2.1%
S&P 500 GRWT ETF
VGIT
2.09%
INT-TERM GOV
VCIT
2.08%
INT-TERM CORP
IJR
1.98%
CORE S&P SCP ETF
AMZN
1.94%
COM
VO
1.93%
MID CAP ETF
MSFT
1.76%
COM
IVE
1.69%
S&P 500 VAL ETF
FB
1.63%
CL A
GOOGL
1.57%
CAP STK CL A
MA
1.5%
CL A
IJH
1.4%
CORE S&P MCP ETF
JNJ
1.34%
COM
TMO
1.25%
COM
IEMG
1.22%
CORE MSCI EMKT
CVX
1.12%
COM
UNP
1.11%
COM
SCHG
1.11%
US LCAP GR ETF
SCHV
1.1%
US LCAP VA ETF
AGZ
1.03%
AGENCY BOND ETF
COST
0.99%
COM
SCHF
0.93%
INTL EQTY ETF
SCHR
0.89%
INTRM TRM TRES
BRK.B
0.85%
CL B NEW
SCHZ
0.84%
US AGGREGATE B
AAPL
0.83%
COM
ROP
0.81%
COM
MCD
0.65%
COM
NVO
0.63%
ADR
XOM
0.61%
COM
DIS
0.61%
COM DISNEY
LMT
0.59%
COM
ADP
0.58%
COM
IEI
0.58%
3-7 YR TR BD ETF
NKE
0.56%
CL B
SPY
0.56%
TR UNIT
QLTA
0.5%
A RATE CP BD ETF
MAA
0.47%
COM
HSIC
0.46%
COM
VXUS
0.45%
VG TL INTL STK F
VOO
0.44%
SHS
JPM
0.42%
COM
PG
0.42%
COM
T
0.39%
COM
BBT
0.38%
COM
EW
0.37%
COM
DWDP
0.37%
COM
SCHD
0.35%
US DIVIDEND EQ
BLK
0.34%
COM
IWM
0.34%
RUSSELL 2000 ETF
BMY
0.33%
COM
UAA
0.33%
CL A
HPQ
0.32%
COM
ICE
0.32%
COM
MGA
0.31%
COM
URI
0.31%
COM
EMN
0.31%
COM
SCHB
0.3%
US BRD MKT ETF
STI
0.29%
COM
CFG
0.28%
COM
EOG
0.28%
COM
MBB
0.28%
MBS ETF
UNH
0.28%
COM
MAS
0.28%
COM
IR
0.27%
SHS
HOLX
0.26%
COM
USB
0.25%
COM NEW
PRU
0.24%
COM
DHI
0.24%
COM
ABBV
0.22%
COM
WHR
0.22%
COM
FULT
0.21%
COM
CELG
0.19%
COM
VEA
0.19%
FTSE DEV MKT ETF
MKL
0.19%
COM
CL
0.18%
COM
MO
0.17%
COM
PDP
0.17%
DWA MOMENTUM
CSCO
0.16%
COM
PEP
0.15%
COM
MAR
0.15%
CL A
VZ
0.15%
COM
SPLV
0.15%
S&P500 LOW VOL
VOT
0.14%
MCAP GR IDXVIP
HSY
0.14%
COM
MTB
0.14%
COM
FDN
0.14%
DJ INTERNT IDX
PFE
0.13%
COM
RSP
0.13%
S&P500 EQL WGT
AGG
0.13%
CORE TOTUSBD ETF
VUG
0.13%
GROWTH ETF
VLO
0.11%
COM
QTEC
0.11%
SHS
CWI
0.11%
MSCI ACWI EXUS
FLXS
0.11%
COM
ORCL
0.11%
COM
INTC
0.11%
COM
VBK
0.1%
SML CP GRW ETF
GD
0.1%
COM
VTEB
0.1%
TAX-EXEMPT BD
IWR
0.1%
RUS MID-CAP ETF
VWO
0.09%
FTSE EMR MKT ETF
GOOG
0.09%
CAP STK CL C
VTV
0.08%
VALUE ETF
IXUS
0.08%
CORE MSCITOTAL
EFA
0.08%
MSCI EAFE ETF
VBR
0.08%
SM CP VAL ETF
CMCSA
0.07%
CL A
KO
0.07%
COM
V
0.07%
COM CL A
CME
0.07%
COM
BA
0.06%
COM
WFC
0.06%
COM
BK
0.06%
COM
IWV
0.06%
RUSSELL 3000 ETF
NSC
0.05%
COM
TRV
0.05%
COM
VIG
0.05%
DIV APP ETF
AMGN
0.05%
COM
MMM
0.05%
COM
PDP
0.17%
DWA TECH LDRS
SPLV
0.15%
S&P500 LOW VOL
TFI
0.07%
NUVN BRCLY MUNI
PM
0.06%
COM
CRM
0.06%
COM
ITW
0.05%
COM
ED
0.05%
COM
GE
0.04%
COM