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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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LGL PARTNERS LLC

Time Period2018-12-31

Total Holdings48

Total Value ($x1000)183,504
Activities
New3

Increased23

Unchanged6

Decreased16

Sold Out8

Top 10 Stock Holdingstotal 70.83%
SPY21.93

IJH8.55

EFA8.18

IJR7.67

IEMG6.74

 
MUB3.95

IEFA3.76

IVV3.51

DVY3.34

VEA3.2

-- hover over a symbol below for details --
SEC 13F
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Detail
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SPY
21.93%
TR UNIT
IJH
8.55%
CORE S&P MCP ETF
EFA
8.18%
MSCI EAFE ETF
IJR
7.67%
CORE S&P SCP ETF
IEMG
6.74%
CORE MSCI EMKT
MUB
3.95%
NAT AMT FREE BD
IEFA
3.76%
CORE MSCI EAFE
IVV
3.51%
CORE S&P500 ETF
DVY
3.34%
SELECT DIVID ETF
VEA
3.2%
FTSE DEV MKT ETF
OEF
3.18%
S&P 100 ETF
VWO
2.89%
FTSE EMR MKT ETF
QQQ
2.79%
UNIT SER 1
DBC
1.76%
UNIT
BOND
1.75%
TOTL RETN ETF
ITM
1.54%
AMT FREE INT ETF
VNQ
1.27%
REIT ETF
EMLC
1.26%
JP MORGAN MKTS
PGX
1.16%
PFD ETF
IWM
0.99%
RUSSELL 2000 ETF
SCPB
0.72%
BARC SHT TR CP
CWB
0.68%
BRC CNV SECS ETF
VGSH
0.65%
SHTRM GVT BD ETF
HYG
0.64%
IBOXX HI YD ETF
BKLN
0.64%
SR LN ETF
SDY
0.6%
S&P DIVID ETF
GDXJ
0.57%
JR GOLD MINERS E
VOO
0.57%
SHS
PFF
0.55%
U.S. PFD STK ETF
LQD
0.5%
IBOXX INV CP ETF
VB
0.48%
SMALL CP ETF
VTV
0.45%
VALUE ETF
VUG
0.45%
GROWTH ETF
VIG
0.38%
DIV APP ETF
DJP
0.37%
DJUBS CMDT ETN36
KOIN
0.24%
INNOVATION SHS
EEM
0.23%
MSCI EMG MKT ETF
IWW
0.23%
RUS 3000 VAL ETF
GLD
0.23%
GOLD SHS
SHY
0.22%
1-3 YR TR BD ETF
IWR
0.22%
RUS MID-CAP ETF
IWB
0.18%
RUS 1000 ETF
XLE
0.16%
SBI INT-ENERGY
EWL
0.15%
MSCI SZ CAP ETF
IEV
0.13%
EUROPE ETF
DTN
0.12%
DIV EX-FINL FD
MLPA
0.11%
GLBL X MLP ETF
IBB
0.11%
NASDQ BIOTEC ETF
ITM
1.41%
AMT FREE INT ETF
EMLC
0.79%
JP MORGAN MKTS
AMLP
0.79%
ALERIAN MLP
KBE
0.12%
S&P BK ETF
EZU
0.11%
EMU ETF
IWF
0.11%
RUS 1000 GRW ETF
AAXJ
0.1%
MSCI AC ASIA ETF
EWJ
0.1%
MSCI JPN ETF NEW