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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
47
4
11
1
1
1
30
1
14
MEASURED WEALTH PRIVATE CLIENT GROUP LLC

Time Period2019-06-30

Total Holdings201

Total Value ($x1000)173,202
Activities
New54

Increased28

Unchanged5

Decreased114

Sold Out28

Top 10 Stock Holdingstotal 42.56%
IVV8.4

VYM7.97

OEF5.41

BND5.21

BIV3.94

 
VTI2.94

XLV2.68

VCIT2.22

SPYG1.91

VO1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
8.4%
CORE S&P500 ETF
VYM
7.97%
HIGH DIV YLD
OEF
5.41%
S&P 100 ETF
BND
5.21%
TOTAL BND MRKT
BIV
3.94%
INTERMED TERM
VTI
2.94%
TOTAL STK MKT
XLV
2.68%
SBI HEALTHCARE
VCIT
2.22%
INT-TERM CORP
SPYG
1.91%
S&P 500 GROWTH
VO
1.88%
MID CAP ETF
LAG
1.66%
BRCLYS AGG ETF
IEF
1.64%
7-10 Y TR BD ETF
ONEK
1.43%
RUSSELL 1000 ETF
SPYV
1.36%
S&P 500 VALUE
MSFT
1.25%
COM
SPY
1.25%
TR UNIT
VV
1.21%
LARGE CAP ETF
AAPL
0.95%
COM
TIP
0.89%
TIPS BD ETF
JNK
0.86%
BLOOMBERG BRCLYS
VEU
0.8%
ALLWRLD EX US
PFE
0.78%
COM
THRK
0.77%
RUSSELL 3000 ETF
AGG
0.76%
CORE TOTUSBD ETF
FGD
0.75%
DJ GLBL DIVID
AGZ
0.73%
AGENCY BOND ETF
JNJ
0.72%
COM
XOM
0.71%
COM
CSCO
0.71%
COM
ITR
0.67%
INTR TRM CORP BD
VZ
0.62%
COM
JPM
0.6%
COM
DIS
0.59%
COM DISNEY
PSK
0.58%
WELLS FG PFD ETF
RSCO
0.54%
SM CAP COMPLETE
SO
0.53%
COM
CMCSA
0.53%
CL A
HD
0.52%
COM
INTC
0.51%
COM
CLM
0.5%
COM PAR $0.001
SWK
0.48%
COM
HON
0.45%
COM
SPLV
0.45%
S&P500 LOW VOL
IRM
0.44%
COM
LOW
0.41%
COM
MCD
0.4%
COM
GWL
0.39%
S&P WRLD EX US
ICLK
0.38%
SPONSORED ADR
IJS
0.36%
SP SMCP600VL ETF
MGK
0.36%
MEGA GRWTH IND
V
0.35%
COM CL A
BRK.B
0.35%
CL B NEW
MRK
0.34%
COM
WMT
0.34%
COM
NVS
0.34%
SPONSORED ADR
FB
0.32%
CL A
CTLT
0.32%
COM
KHC
0.31%
COM
PM
0.3%
COM
DAL
0.3%
COM NEW
UPS
0.3%
CL B
EXD
0.3%
COM SH BEN INT
ACN
0.3%
SHS CLASS A
GOOG
0.29%
CAP STK CL C
CVX
0.29%
COM
COF
0.28%
COM
AVK
0.28%
COM
BK
0.27%
COM
AMZN
0.27%
COM
IVE
0.27%
S&P 500 VAL ETF
PSX
0.27%
COM
PG
0.27%
COM
EPAM
0.26%
COM
EFA
0.26%
MSCI EAFE ETF
MA
0.26%
CL A
SSTK
0.26%
COM
GNTX
0.26%
COM
CRF
0.26%
COM PAR $0.01
NBN
0.26%
COM
HRS
0.26%
COM
MMM
0.25%
COM
CMP
0.25%
COM
VIG
0.24%
DIV APP ETF
DNI
0.24%
COM NEW
PLOW
0.24%
COM
CNK
0.23%
COM
KN
0.23%
COM
EXLS
0.23%
COM
ASG
0.23%
COM
PEP
0.23%
COM
BAC
0.23%
COM
GNRC
0.22%
COM
ABT
0.22%
COM
PEG
0.22%
COM
GPM
0.22%
COM
GAB
0.22%
COM
ATAX
0.22%
BEN UNIT CTF
XAR
0.22%
AEROSPACE DEF
CSOD
0.21%
COM
UNH
0.21%
COM
SHY
0.21%
1-3 YR TR BD ETF
QUOT
0.21%
COM
VIXY
0.21%
VIX SH TRM FUTRS
SP
0.21%
COM
BKNG
0.2%
COM
SLB
0.2%
COM
USA
0.2%
SH BEN INT
MG
0.2%
COM
EXC
0.2%
COM
PPG
0.2%
COM
LOGM
0.2%
COM
SBUX
0.2%
COM
FVD
0.2%
SHS
SYY
0.19%
COM
ORCL
0.19%
COM
BV
0.19%
COM
EPAY
0.19%
COM
OI
0.19%
COM NEW
JCI
0.19%
SHS
BRK.A
0.18%
CL A
IJR
0.18%
CORE S&P SCP ETF
BR
0.18%
COM
BSV
0.18%
SHORT TRM BOND
NKE
0.18%
CL B
TMO
0.18%
COM
UNP
0.18%
COM
KMB
0.17%
COM
MINI
0.17%
COM
GGN
0.17%
COM SH BEN INT
LMT
0.17%
COM
CH
0.17%
COM
PKW
0.17%
BUYBACK ACHIEV
APAM
0.17%
CL A
CVS
0.17%
COM
ADBE
0.17%
COM
T
0.17%
COM
GOOGL
0.17%
CAP STK CL A
VRNT
0.16%
COM
KO
0.16%
COM
ADI
0.16%
COM
EFV
0.16%
EAFE VALUE ETF
AFIN
0.16%
COM CLASS A
MO
0.16%
COM
WM
0.16%
COM
HI
0.16%
COM
MET
0.16%
COM
RTN
0.16%
COM NEW
SPYD
0.15%
SP500 HIGH DIV
ABBV
0.15%
COM
NRO
0.15%
COM
ALC
0.15%
ORD SHS
BGX
0.15%
COM SHS BN INT
USB
0.14%
COM NEW
BANR
0.14%
COM NEW
ELY
0.14%
COM
FOXAV
0.14%
CL A COM
BKT
0.14%
COM
MIK
0.14%
COM
SYK
0.14%
COM
D
0.14%
COM
INOV
0.14%
CL A
VPU
0.14%
UTILITIES ETF
BDX
0.14%
COM
MS
0.13%
COM NEW
CDW
0.13%
COM
CHW
0.13%
COM
AMGN
0.13%
COM
CXE
0.13%
SH BEN INT
PMM
0.13%
COM
KR
0.13%
COM
BMY
0.12%
COM
IAF
0.12%
COM
BBY
0.12%
COM
ZTS
0.12%
CL A
SRCL
0.12%
COM
HXL
0.12%
COM
NSC
0.12%
COM
MPC
0.12%
COM
SCPB
0.12%
BARC SHT TR CP
HDS
0.12%
COM
SCZ
0.12%
EAFE SML CP ETF
ED
0.12%
COM
PYPL
0.12%
COM
MTB
0.12%
COM
AVGO
0.12%
COM
CNP
0.12%
COM
FAX
0.11%
COM
OIA
0.1%
COM
ASA
0.1%
SHS
AWP
0.09%
COM SH BEN INT
PNI
0.08%
COM
RMT
0.07%
COM
GGT
0.07%
COM
GE
0.07%
COM
ETY
0.07%
COM
AOD
0.06%
COM SH BEN INT
SAN
0.05%
ADR
(NOTE)
0.02%
NOTE 4.250% 3/1
CVEO
0.01%
COM
PLX
0.01%
COM
SDR
< 0.01%
SH BEN INT
TLT
0.66%
20+ YR TR BD ETF
JNK
0.54%
BRC HGH YLD BD
MEDP
0.42%
COM
QID
0.29%
ULTSHRT QQQ
XLU
0.26%
SBI INT-UTILS
GIS
0.26%
COM
OKE
0.25%
COM
WBA
0.24%
COM
BAX
0.24%
COM
NBN
0.21%
COM NEW
SNPS
0.2%
COM
ORLY
0.18%
COM
TGTX
0.18%
COM
TSS
0.17%
COM
ADP
0.17%
COM
QQQ
0.17%
UNIT SER 1
TMUS
0.17%
COM
USFD
0.16%
COM
DG
0.16%
COM
UTX
0.14%
COM
UBNT
0.14%
COM
FDX
0.14%
COM
AWI
0.13%
COM
EMR
0.13%
COM
CMG
0.13%
COM
RAD
0.04%
COM
(NOTE)
0.03%
PRN
NAVB
< 0.01%
COM