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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
21
0
7
1
1
0
21
3
2
MERRIMAN WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings204

Total Value ($x1000)527,943
Activities
New67

Increased36

Unchanged26

Decreased75

Sold Out33

Top 10 Stock Holdingstotal 33.69%
MSFT11.28

IWM4.9

UPS2.86

IVV2.67

DWX2.47

 
AKS2.09

DON1.98

DES1.91

VEA1.79

IEFA1.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
11.28%
COM
IWM
4.9%
RUSSELL 2000 ETF
UPS
2.86%
CL B
IVV
2.67%
CORE S&P500 ETF
DWX
2.47%
S&P INTL ETF
AKS
2.09%
COM
DON
1.98%
MIDCAP DIVI FD
DES
1.91%
SMALLCAP DIVID
VEA
1.79%
FTSE DEV MKT ETF
IEFA
1.74%
CORE MSCI EAFE
SCZ
1.59%
EAFE SML CP ETF
JNK
1.58%
BRC HGH YLD BD
HYG
1.57%
IBOXX HI YD ETF
BIV
1.5%
INTERMED TERM
VSS
1.49%
FTSE SMCAP ETF
SPY
1.49%
TR UNIT
IEI
1.49%
3-7 YR TR BD ETF
VMBS
1.49%
MORTG-BACK SEC
IPE
1.48%
BARCLYS TIPS ETF
PKW
1.48%
BUYBACK ACHIEV
TLT
1.47%
20+ YR TR BD ETF
RWX
1.41%
DJ INTL RL ETF
VTV
1.41%
VALUE ETF
VNQ
1.31%
REIT ETF
SCHE
1.29%
EMRG MKTEQ ETF
AMZN
1.28%
COM
SPLV
1.27%
S&P500 LOW VOL
EMLC
1.25%
JP MORGAN MKTS
DLS
1.24%
INTL SMCAP DIV
PXH
1.21%
FTSE RAFI EMNG
AAPL
1.18%
COM
EFA
1.12%
MSCI EAFE ETF
FNDC
1.03%
SCHWB FDT INT SC
SCHM
0.98%
US MID-CAP ETF
DGS
0.96%
EMG MKTS SMCAP
DATA
0.95%
CL A
SCHC
0.94%
INTL SCEQT ETF
VB
0.92%
SMALL CP ETF
MDYV
0.77%
S&P 400 MDCP VAL
VV
0.75%
LARGE CAP ETF
QQQ
0.75%
UNIT SER 1
ACWX
0.74%
MSCI ACWI US ETF
IJJ
0.74%
S&P MC 400VL ETF
HNI
0.69%
COM
VWO
0.67%
FTSE EMR MKT ETF
IPKW
0.67%
INTL BUYBACK
BRK.B
0.61%
CL B NEW
MCHI
0.53%
CHINA ETF
BANR
0.51%
COM NEW
MOO
0.49%
AGRIBUSINESS ETF
SCHF
0.46%
INTL EQTY ETF
IWF
0.42%
RUS 1000 GRW ETF
EFG
0.42%
EAFE GRWTH ETF
EWJ
0.41%
MSCI JPN ETF NEW
FNDE
0.41%
SCHWB FDT EMK LG
SBUX
0.39%
COM
VTI
0.38%
TOTAL STK MKT
ARNC
0.37%
COM
VBK
0.35%
SML CP GRW ETF
SCHB
0.34%
US BRD MKT ETF
ASHR
0.31%
DBXTR HAR CS 300
VOO
0.31%
SHS
EWU
0.31%
MSCI UK ETF NEW
FXI
0.31%
CHINA LG-CAP ETF
MUB
0.3%
NAT AMT FREE BD
DEM
0.3%
EMERG MKTS ETF
HYEM
0.3%
EMERGING MKTS HI
VFH
0.29%
FINANCIALS ETF
VUG
0.29%
GROWTH ETF
EFAV
0.29%
EAFE MIN VOL ETF
BA
0.29%
COM
RWO
0.28%
DJ GLB RL ES ETF
XOM
0.28%
COM
ILF
0.27%
LATN AMER 40 ETF
VWOB
0.26%
EMERG MKT BD ETF
FAX
0.26%
COM
HYS
0.26%
0-5 HIGH YIELD
CWB
0.25%
BRC CNV SECS ETF
QDEF
0.25%
QLT DIV DEF IDX
VMI
0.25%
COM
COST
0.24%
COM
VEU
0.24%
ALLWRLD EX US
SCHV
0.23%
US LCAP VA ETF
KBWY
0.23%
KBW PREM YIELD
VBR
0.23%
SM CP VAL ETF
TFI
0.21%
NUVN BRCLY MUNI
XLK
0.21%
TECHNOLOGY
EWZ
0.21%
MSCI BRZ CAP ETF
GOOG
0.21%
CAP STK CL C
EWX
0.21%
S&P EMKTSC ETF
EZU
0.2%
EMU ETF
EWG
0.2%
MSCI GERMANY ETF
EUFN
0.2%
MSCI EURO FL ETF
ECON
0.2%
EMRG MARKETS ETF
TSI
0.2%
COM
EMB
0.2%
JP MOR EM MK ETF
NKE
0.19%
CL B
ADBE
0.19%
COM
RSX
0.19%
RUSSIA ETF
FNDF
0.19%
SCHWB FDT INT LG
VZ
0.18%
COM
FB
0.18%
CL A
AA
0.18%
COM
JNJ
0.18%
COM
GOOGL
0.17%
CAP STK CL A
FOCS
0.17%
CL A
EYLD
0.17%
EMRG SHAREHLDR
INTC
0.17%
COM
EWY
0.16%
MSCI STH KOR ETF
FIBK
0.15%
COM CL A
CTR
0.14%
COM
IJH
0.13%
CORE S&P MCP ETF
EFV
0.13%
EAFE VALUE ETF
NFLX
0.12%
COM
HL
0.12%
COM
SHM
0.11%
NUVN BR SHT MUNI
XLF
0.11%
SBI INT-FINL
PPLT
0.11%
PHYSCL PLATM SHS
JPM
0.11%
COM
EPI
0.11%
INDIA ERNGS FD
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
VPL
0.1%
MEGA CAP GRO ETF
DSI
0.1%
MSCI KLD400 SOC
CVX
0.1%
COM
TAN
0.1%
SOLAR ETF
FYLD
0.1%
CAMBRIA FGN SHR
RSXJ
0.1%
RUSSIA SMALL CAP
IWD
0.1%
RUS 1000 VAL ETF
PG
0.1%
COM
EXR
0.09%
COM
PSA
0.09%
COM
MDY
0.09%
UTSER1 S&PDCRP
DIS
0.09%
COM DISNEY
MCD
0.09%
COM
T
0.09%
COM
DOCU
0.08%
COM
VIG
0.08%
DIV APP ETF
VTEB
0.08%
TAX-EXEMPT BD
BAC
0.08%
COM
CRBN
0.08%
MSCI LW CRB TG
FPL
0.07%
COM
ARCC
0.07%
COM
MBB
0.07%
MBS ETF
PHO
0.07%
WATER RES ETF
BABA
0.07%
SPONSORED ADS
V
0.07%
COM CL A
HDV
0.07%
HIGH DIVIDND ETF
VGM
0.06%
COM
XLV
0.06%
SBI HEALTHCARE
WMT
0.06%
COM
IAU
0.06%
ISHARES
MMM
0.06%
COM
SHE
0.06%
SSGA GNDER ETF
MUE
0.06%
COM
MRK
0.06%
COM
JWN
0.06%
COM
NAZ
0.06%
COM
CSCO
0.06%
COM
MYI
0.06%
COM
PFE
0.06%
COM
KR
0.05%
COM
CEF
0.05%
UNIT
IJR
0.05%
CORE S&P SCP ETF
EXPE
0.05%
COM NEW
SCHH
0.05%
US REIT ETF
USB
0.05%
COM NEW
VMO
0.05%
COM
UMPQ
0.05%
COM
IBM
0.05%
COM
NEA
0.05%
COM
SLB
0.04%
COM
BAB
0.04%
TAXABLE MUN BD
AMGN
0.04%
COM
SO
0.04%
COM
KO
0.04%
COM
SDY
0.04%
S&P DIVID ETF
HD
0.04%
COM
EXPD
0.04%
COM
DWDP
0.04%
COM
FREL
0.04%
MSCI RL EST ETF
MYN
0.04%
COM
CAT
0.04%
COM
CL
0.04%
COM
COLB
0.04%
COM
MUI
0.04%
COM
PMM
0.04%
COM
NVG
0.03%
COM
PMO
0.03%
SH BEN INT
PSLV
0.03%
TR UNIT
NQP
0.03%
COM
MPA
0.03%
COM
NML
0.03%
COM
GE
0.03%
COM
SMM
0.02%
SH BEN INT
EMO
0.02%
COM
SGMO
0.02%
COM
VISI
0.01%
COM
SHY
23.41%
1-3 YR TR BD ETF
SHV
1.9%
SHRT TRS BD ETF
FDX
0.17%
COM
FEI
0.14%
COM
RSP
0.12%
S&P500 EQL WGT
AGG
0.11%
CORE TOTUSBD ETF
XLE
0.1%
SBI INT-ENERGY
KMI
0.1%
COM
BTT
0.1%
COM SHS BEN IN
PM
0.09%
COM
MO
0.07%
COM
NBH
0.07%
COM
UNH
0.06%
COM
VGSH
0.06%
SHTRM GVT BD ETF
TXN
0.06%
COM
OIH
0.05%
OIL SVCS ETF
IQI
0.05%
COM
DLR
0.05%
COM
CEM
0.05%
COM
MVF
0.05%
COM
BFK
0.04%
BRIC ETF
VKI
0.04%
SH BEN INT
ERX
0.04%
DLY ENRGY BULL3X
VKQ
0.04%
COM
CBSH
0.04%
COM
ESD
0.03%
COM
NUV
0.03%
COM
MSD
0.03%
COM
LEO
0.03%
COM
GER
0.03%
COM
GGN
0.01%
COM SH BEN INT
IDXG
< 0.01%
COM NEW
WYY
< 0.01%
COM