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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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Market Cap
Large
Value
Mid
Blend
Small
Growth
22
0
7
1
1
0
22
3
2
MERRIMAN WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings191

Total Value ($x1000)5,189,492
Activities
New22

Increased57

Unchanged26

Decreased86

Sold Out35

Top 10 Stock Holdingstotal 37.23%
MSFT13.09

IWM4.53

SHY2.97

VSS2.91

IVV2.72

 
UPS2.68

DWX2.57

DON2.01

AKS1.92

VEA1.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
13.09%
COM
IWM
4.53%
RUSSELL 2000 ETF
SHY
2.97%
1-3 YR TR BD ETF
VSS
2.91%
FTSE SMCAP ETF
IVV
2.72%
CORE S&P500 ETF
UPS
2.68%
CL B
DWX
2.57%
S&P INTL ETF
DON
2.01%
MIDCAP DIVI FD
AKS
1.92%
COM
VEA
1.83%
FTSE DEV MKT ETF
IEFA
1.8%
CORE MSCI EAFE
JNK
1.6%
BLOOMBERG BRCLYS
HYG
1.59%
IBOXX HI YD ETF
BIV
1.55%
INTERMED TERM
IEI
1.52%
3-7 YR TR BD ETF
TLT
1.52%
20+ YR TR BD ETF
SPY
1.51%
TR UNIT
VMBS
1.51%
MORTG-BACK SEC
IPE
1.5%
BARCLYS TIPS ETF
SCHV
1.49%
US LCAP VA ETF
AMZN
1.4%
COM
SPLV
1.34%
S&P500 LOW VOL
VNQ
1.32%
REIT ETF
DATA
1.31%
CL A
SCHE
1.28%
EMRG MKTEQ ETF
ESGV
1.26%
ESG US STK ETF
RWX
1.25%
DJ INTL RL ETF
AAPL
1.1%
COM
SCHC
1.08%
INTL SCEQT ETF
SCHM
1.02%
US MID-CAP ETF
VB
0.97%
SMALL CP ETF
FNDE
0.93%
SCHWB FDT EMK LG
EFG
0.86%
EAFE GRWTH ETF
EFA
0.85%
MSCI EAFE ETF
IWF
0.85%
RUS 1000 GRW ETF
EMLC
0.84%
JP MORGAN MKTS
VV
0.79%
LARGE CAP ETF
MDYV
0.79%
S&P 400 MDCP VAL
QQQ
0.78%
UNIT SER 1
PKW
0.78%
BUYBACK ACHIEV
DGS
0.76%
EMG MKTS SMCAP
ACWX
0.76%
MSCI ACWI US ETF
MTUM
0.75%
MSCI USAMOMFCT
PXH
0.7%
FTSE RAFI EMNG
HNI
0.67%
COM
TAN
0.63%
SOLAR ETF
CEF
0.56%
UNIT
VUG
0.55%
GROWTH ETF
BANR
0.51%
COM NEW
ARNC
0.51%
COM
XLB
0.5%
SBI MATERIALS
VWO
0.49%
FTSE EMR MKT ETF
SCHF
0.48%
INTL EQTY ETF
SBUX
0.43%
COM
SCZ
0.43%
EAFE SML CP ETF
ESGD
0.41%
MSCI EAFE ESG
BRK.A
0.41%
CL A
VTI
0.39%
TOTAL STK MKT
VBK
0.37%
SML CP GRW ETF
SCHB
0.36%
US BRD MKT ETF
VOO
0.34%
SHS
DEM
0.32%
EMERG MKTS ETF
MUB
0.31%
NAT AMT FREE BD
EFAV
0.3%
EAFE MIN VOL ETF
ASHR
0.29%
DBXTR HAR CS 300
EWU
0.28%
MSCI UK ETF NEW
RWO
0.28%
DJ GLB RL ES ETF
ILF
0.27%
LATN AMER 40 ETF
VWOB
0.27%
EMERG MKT BD ETF
BA
0.26%
COM
COST
0.26%
COM
CWB
0.26%
BRC CNV SECS ETF
HYS
0.26%
0-5 HIGH YIELD
RSX
0.26%
RUSSIA ETF
QDEF
0.25%
QLT DIV DEF IDX
VMI
0.25%
COM
FAX
0.25%
COM
XOM
0.24%
COM
VEU
0.24%
ALLWRLD EX US
VBR
0.24%
SM CP VAL ETF
FIBK
0.24%
COM CL A
VSGX
0.23%
ESG INTL STK ETF
EZU
0.23%
EMU ETF
EWG
0.23%
MSCI GERMANY ETF
EWJ
0.22%
MSCI JPN ETF NEW
TFI
0.22%
NUVN BRCLY MUNI
EWZ
0.22%
MSCI BRZ CAP ETF
HYEM
0.22%
EMERGING MKTS HI
XLK
0.21%
TECHNOLOGY
NKE
0.2%
CL B
ESGE
0.2%
MSCI EM ESG SE
TSI
0.2%
COM
FNDF
0.2%
SCHWB FDT INT LG
VZ
0.19%
COM
EYLD
0.18%
EMRG SHAREHLDR
GOOG
0.17%
CAP STK CL C
VTV
0.17%
VALUE ETF
JNJ
0.16%
COM
GOOGL
0.16%
CAP STK CL A
INTC
0.16%
COM
AA
0.15%
COM
FOCS
0.14%
CL A
EFV
0.13%
EAFE VALUE ETF
IJH
0.13%
CORE S&P MCP ETF
RSXJ
0.13%
RUSSIA SMALL CAP
JPM
0.13%
COM
T
0.12%
COM
IJJ
0.12%
S&P MC 400VL ETF
DIS
0.12%
COM DISNEY
EMB
0.12%
JP MOR EM MK ETF
SHM
0.12%
NUVN BR SHT MUNI
EWX
0.11%
S&P EMKTSC ETF
EPI
0.11%
INDIA ERNGS FD
VPL
0.11%
MEGA CAP GRO ETF
ECON
0.11%
EMRG MARKETS ETF
FB
0.11%
CL A
DSI
0.11%
MSCI KLD400 SOC
PG
0.11%
COM
IWD
0.11%
RUS 1000 VAL ETF
PSA
0.1%
COM
NFLX
0.1%
COM
SLYV
0.1%
S&P 600 SMCP VAL
MCD
0.1%
COM
EXR
0.1%
COM
CVX
0.1%
COM
IAU
0.1%
ISHARES
MDY
0.1%
UTSER1 S&PDCRP
RSP
0.1%
S&P500 EQL WGT
VTEB
0.09%
TAX-EXEMPT BD
BAC
0.08%
COM
DOCU
0.08%
COM
VIG
0.08%
DIV APP ETF
ARCC
0.08%
COM
CRBN
0.08%
MSCI LW CRB TG
PHO
0.08%
WATER RES ETF
V
0.07%
COM CL A
MBB
0.07%
MBS ETF
NEA
0.07%
COM
ADBE
0.07%
COM
SCHH
0.07%
US REIT ETF
HDV
0.07%
HIGH DIVIDND ETF
WMT
0.07%
COM
SHE
0.06%
SSGA GNDER ETF
BABA
0.06%
SPONSORED ADS
MUE
0.06%
COM
MRK
0.06%
COM
NAZ
0.06%
COM
PFE
0.06%
COM
MYI
0.06%
COM
CSCO
0.06%
COM
EXPE
0.06%
COM NEW
USB
0.06%
COM NEW
IJR
0.05%
CORE S&P SCP ETF
CMCSA
0.05%
CL A
IBM
0.05%
COM
VGM
0.05%
COM
MMM
0.05%
COM
UMPQ
0.05%
COM
KO
0.05%
COM
HD
0.05%
COM
SO
0.05%
COM
KR
0.05%
COM
BAB
0.04%
TAXABLE MUN BD
SDY
0.04%
S&P DIVID ETF
COLB
0.04%
COM
CAT
0.04%
COM
VMO
0.04%
COM
EXPD
0.04%
COM
JWN
0.04%
COM
SLB
0.04%
COM
CL
0.04%
COM
KMB
0.04%
COM
MYN
0.04%
COM
VYMI
0.04%
INTL HIGH ETF
FREL
0.04%
MSCI RL EST ETF
BRISTOL ...
0.04%
DBCV
TXN
0.04%
COM
MUI
0.04%
COM
PMM
0.04%
COM
NQP
0.03%
COM
MPA
0.03%
COM
PMO
0.03%
SH BEN INT
NBW
0.03%
COM
SGMO
0.03%
COM
HL
0.03%
COM
GE
0.03%
COM
SRET
0.02%
REIT ETF
TTOO
< 0.01%
COM
IDXG
< 0.01%
COM NEW
WYY
< 0.01%
COM
MVIS
< 0.01%
COM NEW
DES
1.91%
SMALLCAP DIVID
JNK
1.58%
BRC HGH YLD BD
DLS
1.24%
INTL SMCAP DIV
FNDC
1.03%
SCHWB FDT INT SC
IPKW
0.67%
INTL BUYBACK
BRK.B
0.61%
CL B NEW
MCHI
0.53%
CHINA ETF
MOO
0.49%
AGRIBUSINESS ETF
FXI
0.31%
CHINA LG-CAP ETF
VFH
0.29%
FINANCIALS ETF
KBWY
0.23%
KBW PREM YIELD
EUFN
0.2%
MSCI EURO FL ETF
EWY
0.16%
MSCI STH KOR ETF
CTR
0.14%
COM
XLF
0.11%
SBI INT-FINL
PPLT
0.11%
PHYSCL PLATM SHS
KMF
0.11%
COM
EWZS
0.11%
BRAZIL SM-CP ETF
BOTZ
0.1%
RBTCS ARTFL IN
SCHO
0.1%
SHT TM US TRES
EWI
0.1%
MSCI ITL ETF NEW
ECH
0.1%
MSCI CH CAP ETF
EWC
0.1%
MSCI CDA ETF
EWP
0.1%
MSCI SPAN CP ETF
FYLD
0.1%
CAMBRIA FGN SHR
FPL
0.07%
COM
XLV
0.06%
SBI HEALTHCARE
AMGN
0.04%
COM
DWDP
0.04%
COM
NVG
0.03%
COM
PSLV
0.03%
TR UNIT
NML
0.03%
COM
SMM
0.02%
SH BEN INT
EMO
0.02%
COM
VISI
0.01%
COM