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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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3
0
0
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5
1
0
MANAGED ACCOUNT SERVICES INC

Time Period2018-12-31

Total Holdings77

Total Value ($x1000)162,325
Activities
New9

Increased42

Unchanged6

Decreased20

Sold Out5

Top 10 Stock Holdingstotal 40.69%
IVV9.29

VNQ6.69

VEA5.72

SCZ3.5

EFV2.8

 
VTV2.8

ONEK2.68

VBR2.55

VWO2.38

GWL2.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.29%
CORE S&P500 ETF
VNQ
6.69%
REIT ETF
VEA
5.72%
FTSE DEV MKT ETF
SCZ
3.5%
EAFE SML CP ETF
EFV
2.8%
EAFE VALUE ETF
VTV
2.8%
VALUE ETF
ONEK
2.68%
RUSSELL 1000 ETF
VBR
2.55%
SM CP VAL ETF
VWO
2.38%
FTSE EMR MKT ETF
GWL
2.28%
S&P WRLD EX US
IWF
2.25%
RUS 1000 GRW ETF
VSS
2.25%
FTSE SMCAP ETF
SCHX
2.24%
US LRG CAP ETF
SLYV
2.23%
S&P 600 SMCP VAL
IWD
2.17%
RUS 1000 VAL ETF
VV
2.06%
LARGE CAP ETF
FTY
1.94%
REAL EST 50 ETF
SHM
1.94%
NUVN BR SHT MUNI
VUG
1.91%
GROWTH ETF
SPYG
1.9%
S&P 500 GROWTH
VNQI
1.86%
GLB EX US ETF
IJS
1.82%
SP SMCP600VL ETF
SCPB
1.76%
BARC SHT TR CP
GWX
1.67%
S&P INTL SMLCP
SCHV
1.43%
US LCAP VA ETF
VCSH
1.41%
SHRT TRM CORP BD
IWN
1.33%
RUS 2000 VAL ETF
SPYV
1.29%
S&P 500 VALUE
SCHF
1.28%
INTL EQTY ETF
IJR
1.27%
CORE S&P SCP ETF
SCHG
1.26%
US LCAP GR ETF
EFA
1.22%
MSCI EAFE ETF
RWX
1.18%
DJ INTL RL ETF
GMM
1.11%
EMERG MKTS ETF
SCHE
1.08%
EMRG MKTEQ ETF
SCHC
0.98%
INTL SCEQT ETF
IBMK
0.97%
IBONDS DEC 22
IEMG
0.97%
CORE MSCI EMKT
VB
0.96%
SMALL CP ETF
SCHH
0.92%
US REIT ETF
IVE
0.76%
S&P 500 VAL ETF
IEFA
0.75%
CORE MSCI EAFE
SCHA
0.75%
US SML CAP ETF
TWOK
0.73%
SPDR RUSSEL 2000
IWM
0.72%
RUSSELL 2000 ETF
UPS
0.67%
CL B
IWB
0.57%
RUS 1000 ETF
LAG
0.53%
BRCLYS AGG ETF
MUB
0.52%
NAT AMT FREE BD
SCHO
0.43%
SHT TM US TRES
AAPL
0.43%
COM
VEU
0.37%
ALLWRLD EX US
QQQ
0.37%
UNIT SER 1
DLS
0.36%
INTL SMCAP DIV
IBMJ
0.35%
IBONDS DEC 21
XOM
0.34%
COM
HD
0.32%
COM
VTI
0.3%
TOTAL STK MKT
BSV
0.26%
SHORT TRM BOND
HYD
0.24%
HIGH YLD MUN ETF
IWC
0.24%
MICRO-CAP ETF
HEFA
0.23%
HDG MSCI EAFE
AMT
0.22%
COM
SCHZ
0.22%
US AGGREGATE B
SBAC
0.21%
CL A
FNDC
0.2%
SCHWB FDT INT SC
VZ
0.19%
COM
SUB
0.18%
SHT NTLAMTFR ETF
RWR
0.17%
DJ REIT ETF
BAC
0.16%
COM
KO
0.15%
COM
SCHB
0.14%
US BRD MKT ETF
FNDF
0.13%
SCHWB FDT INT LG
TEVA
0.13%
ADR
IBMM
0.13%
IBONDS DEC
NEA
0.1%
COM
TXMD
0.07%
COM
HYD
0.26%
HIGH YLD MUN ETF
MINT
0.26%
ENHAN SHRT MAT
DBEF
0.16%
XTRAK MSCI EAFE
QCOM
0.15%
COM
NUV
0.06%
COM