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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 Period2018-09-30

Total Holdings53

Total Value ($x1000)210,698
Activities
New1

Increased18

Unchanged16

Decreased18

Sold Out6

Top 10 Stock Holdingstotal 71.6%
SPY21.24

IJR9.35

IJH8.62

EFA7.67

IEMG5.97

 
IVV4.55

IEFA4.43

MUB3.33

DVY3.22

OEF3.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SPY
21.24%
TR UNIT
IJR
9.35%
CORE S&P SCP ETF
IJH
8.62%
CORE S&P MCP ETF
EFA
7.67%
MSCI EAFE ETF
IEMG
5.97%
CORE MSCI EMKT
IVV
4.55%
CORE S&P500 ETF
IEFA
4.43%
CORE MSCI EAFE
MUB
3.33%
NAT AMT FREE BD
DVY
3.22%
SELECT DIVID ETF
OEF
3.22%
S&P 100 ETF
QQQ
2.92%
UNIT SER 1
VEA
2.85%
FTSE DEV MKT ETF
VWO
2.62%
FTSE EMR MKT ETF
BOND
1.51%
TOTL RETN ETF
ITM
1.41%
AMT FREE INT ETF
VNQ
1.19%
REIT ETF
IWM
1.08%
RUSSELL 2000 ETF
PFF
0.93%
U.S. PFD STK ETF
CWB
0.86%
BRC CNV SECS ETF
EMLC
0.79%
JP MORGAN MKTS
AMLP
0.79%
ALERIAN MLP
VOO
0.77%
SHS
DBC
0.75%
UNIT
BKLN
0.72%
SR LN ETF
SCPB
0.71%
BARC SHT TR CP
PGX
0.68%
PFD ETF
VGSH
0.61%
SHTRM GVT BD ETF
HYG
0.58%
IBOXX HI YD ETF
SDY
0.57%
S&P DIVID ETF
VB
0.5%
SMALL CP ETF
VUG
0.49%
GROWTH ETF
VTV
0.45%
VALUE ETF
GDXJ
0.45%
JR GOLD MINERS E
LQD
0.44%
IBOXX INV CP ETF
VIG
0.4%
DIV APP ETF
IWW
0.39%
RUS 3000 VAL ETF
DJP
0.36%
DJUBS CMDT ETN36
KOIN
0.25%
INNOVATION SHS
IWR
0.22%
RUS MID-CAP ETF
EEM
0.22%
MSCI EMG MKT ETF
SHY
0.19%
1-3 YR TR BD ETF
IBB
0.19%
NASDQ BIOTEC ETF
IWB
0.19%
RUS 1000 ETF
GLD
0.18%
GOLD SHS
XLE
0.18%
SBI INT-ENERGY
EWL
0.15%
MSCI SZ CAP ETF
IEV
0.13%
EUROPE ETF
DTN
0.12%
DIV EX-FINL FD
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
AGG
0.72%
CORE TOTUSBD ETF
DWX
0.16%
S&P INTL ETF
AMJ
0.16%
ALERIAN ML ETN
JNK
0.15%
BRC HGH YLD BD
IDV
0.13%
INTL SEL DIV ETF
DEM
0.12%
EMERG MKTS ETF