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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
17
0
0
0
0
0
19
2
1
LGL PARTNERS LLC

Time Period2019-03-31

Total Holdings108

Total Value ($x1000)263,821
Activities
New61

Increased22

Unchanged10

Decreased15

Sold Out1

Top 10 Stock Holdingstotal 60.17%
SPY16.98

IJH8.92

IJR7.25

EFA6.56

IEMG5.21

 
IEFA3.79

DVY3.43

IVV2.82

MUB2.73

OEF2.48

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SPY
16.98%
TR UNIT
IJH
8.92%
CORE S&P MCP ETF
IJR
7.25%
CORE S&P SCP ETF
EFA
6.56%
MSCI EAFE ETF
IEMG
5.21%
CORE MSCI EMKT
IEFA
3.79%
CORE MSCI EAFE
DVY
3.43%
SELECT DIVID ETF
IVV
2.82%
CORE S&P500 ETF
MUB
2.73%
NAT AMT FREE BD
OEF
2.48%
S&P 100 ETF
VEA
2.45%
FTSE DEV MKT ETF
DBC
2.35%
UNIT
VWO
2.24%
FTSE EMR MKT ETF
QQQ
1.79%
UNIT SER 1
AAPL
1.76%
COM
AAXJ
1.7%
MSCI AC ASIA ETF
CVGW
1.32%
COM
VNQ
1.28%
REIT ETF
BOND
1.25%
TOTL RETN ETF
GLD
1.11%
GOLD SHS
EMLC
1.09%
JP MORGAN MKTS
ITM
1.06%
AMT FREE INT ETF
PGX
0.85%
PFD ETF
AMZN
0.84%
COM
IWM
0.79%
RUSSELL 2000 ETF
GOOGL
0.58%
CAP STK CL A
VTI
0.55%
TOTAL STK MKT
MA
0.54%
CL A
BABA
0.53%
SPONSORED ADS
HYG
0.51%
IBOXX HI YD ETF
SDY
0.46%
S&P DIVID ETF
BKLN
0.46%
SR LN ETF
PFF
0.45%
U.S. PFD STK ETF
VOO
0.44%
SHS
ETE
0.44%
COM UT LTD PTN
SCPB
0.43%
BARC SHT TR CP
VIG
0.43%
DIV APP ETF
GDXJ
0.42%
JR GOLD MINERS E
VGSH
0.4%
SHTRM GVT BD ETF
BRK.B
0.39%
CL B NEW
EPD
0.39%
COM
VYM
0.39%
HIGH DIV YLD
VB
0.38%
SMALL CP ETF
LQD
0.36%
IBOXX INV CP ETF
VUG
0.36%
GROWTH ETF
VTV
0.34%
VALUE ETF
DJP
0.28%
DJUBS CMDT ETN36
NKE
0.27%
CL B
CSCO
0.26%
COM
JNJ
0.26%
COM
CWB
0.25%
BRC CNV SECS ETF
FB
0.24%
CL A
PAGP
0.23%
LTD PARTNR INT A
BRK.A
0.23%
CL A
VOT
0.22%
MCAP GR IDXVIP
V
0.2%
COM CL A
IWW
0.18%
RUS 3000 VAL ETF
DIS
0.18%
COM DISNEY
TPL
0.18%
SUB CTF PROP I T
EEM
0.18%
MSCI EMG MKT ETF
IWR
0.18%
RUS MID-CAP ETF
PG
0.18%
COM
UTX
0.18%
COM
MSFT
0.17%
COM
SHY
0.16%
1-3 YR TR BD ETF
BAC
0.16%
COM
INTC
0.16%
COM
GOOG
0.15%
CAP STK CL C
SBUX
0.15%
COM
AXP
0.15%
COM
IWF
0.15%
RUS 1000 GRW ETF
IWB
0.15%
RUS 1000 ETF
ORCL
0.14%
COM
WMB
0.13%
COM
MCD
0.13%
COM
NVO
0.13%
ADR
XLE
0.13%
SBI INT-ENERGY
MAR
0.12%
CL A
AMT
0.12%
COM
JPM
0.12%
COM
PEP
0.12%
COM
EWL
0.11%
MSCI SZ CAP ETF
HD
0.11%
COM
LLY
0.11%
COM
WMT
0.11%
COM
IEV
0.1%
EUROPE ETF
MMP
0.1%
COM UNIT RP LP
CHRW
0.1%
COM NEW
BIIB
0.1%
COM
SAM
0.1%
CL A
MPLX
0.1%
COM UNIT REP LTD
BKNG
0.1%
COM
IAU
0.09%
ISHARES
DTN
0.09%
DIV EX-FINL FD
PFE
0.09%
COM
TWTR
0.09%
COM
IBM
0.09%
COM
GS
0.09%
COM
IBB
0.09%
NASDQ BIOTEC ETF
UL
0.09%
SPON ADR NEW
HASI
0.09%
COM
CTSH
0.08%
CL A
NEE
0.08%
COM
KBE
0.08%
S&P BK ETF
EZU
0.08%
EMU ETF
USMV
0.08%
USA MIN VOL ETF
MLPA
0.06%
GLBL X MLP ETF
SITO
0.04%
COM NEW
KOIN
0.24%
INNOVATION SHS