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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
23
0
8
2
1
0
23
3
2
MERRIMAN WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings170

Total Value ($x1000)463,054
Activities
New52

Increased51

Unchanged16

Decreased51

Sold Out54

Top 10 Stock Holdingstotal 62.3%
SHY23.41

MSFT11.8

AMGN5.54

EFA4.95

IWM4.72

 
UPS2.85

IVV2.79

AKS2.22

IEFA2.03

VEA1.99

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHY
23.41%
1-3 YR TR BD ETF
MSFT
11.8%
COM
AMGN
5.54%
COM
EFA
4.95%
MSCI EAFE ETF
IWM
4.72%
RUSSELL 2000 ETF
UPS
2.85%
CL B
IVV
2.79%
CORE S&P500 ETF
AKS
2.22%
COM
IEFA
2.03%
CORE MSCI EAFE
VEA
1.99%
FTSE DEV MKT ETF
SHV
1.9%
SHRT TRS BD ETF
IEI
1.67%
3-7 YR TR BD ETF
BIV
1.66%
INTERMED TERM
TLT
1.63%
20+ YR TR BD ETF
AMZN
1.37%
COM
SCHC
1.23%
INTL SCEQT ETF
DATA
1.03%
CL A
AAPL
1.02%
COM
MDYV
1.01%
S&P 400 MDCP VAL
EMLC
0.97%
JP MORGAN MKTS
HNI
0.8%
COM
QQQ
0.72%
UNIT SER 1
IPKW
0.71%
INTL BUYBACK
BRK.B
0.67%
CL B NEW
SCHF
0.63%
INTL EQTY ETF
BANR
0.59%
COM NEW
PPLT
0.58%
PHYSCL PLATM SHS
TFI
0.53%
NUVN BRCLY MUNI
SCHB
0.44%
US BRD MKT ETF
SBUX
0.44%
COM
ARNC
0.42%
COM
VTI
0.41%
TOTAL STK MKT
FNDF
0.39%
SCHWB FDT INT LG
MUB
0.39%
NAT AMT FREE BD
VOO
0.35%
SHS
EFAV
0.34%
EAFE MIN VOL ETF
HYEM
0.33%
EMERGING MKTS HI
XOM
0.32%
COM
ILF
0.31%
LATN AMER 40 ETF
SCZ
0.31%
EAFE SML CP ETF
BA
0.29%
COM
VWOB
0.29%
EMERG MKT BD ETF
RWO
0.29%
DJ GLB RL ES ETF
HYS
0.28%
0-5 HIGH YIELD
FAX
0.28%
COM
VEU
0.28%
ALLWRLD EX US
VBR
0.26%
SM CP VAL ETF
SPY
0.26%
TR UNIT
CWB
0.26%
BRC CNV SECS ETF
COST
0.26%
COM
QDEF
0.26%
QLT DIV DEF IDX
KBWY
0.24%
KBW PREM YIELD
VMI
0.24%
COM
CEF
0.23%
UNIT
JNJ
0.23%
COM
TSI
0.22%
COM
GOOG
0.22%
CAP STK CL C
EMB
0.22%
JP MOR EM MK ETF
VZ
0.21%
COM
NKE
0.21%
CL B
VSS
0.21%
FTSE SMCAP ETF
AA
0.21%
COM
EFV
0.21%
EAFE VALUE ETF
SHM
0.21%
NUVN BR SHT MUNI
ADBE
0.2%
COM
EMO
0.2%
COM
VTV
0.19%
VALUE ETF
DGS
0.18%
EMG MKTS SMCAP
CTR
0.18%
COM
FB
0.18%
CL A
GOOGL
0.18%
CAP STK CL A
IJJ
0.17%
S&P MC 400VL ETF
SCHO
0.17%
SHT TM US TRES
EYLD
0.17%
EMRG SHAREHLDR
INTC
0.17%
COM
FDX
0.17%
COM
FIBK
0.16%
COM CL A
IWF
0.16%
RUS 1000 GRW ETF
HL
0.16%
COM
IJH
0.15%
CORE S&P MCP ETF
FEI
0.14%
COM
JPM
0.12%
COM
RSP
0.12%
S&P500 EQL WGT
DIS
0.12%
COM DISNEY
DOCU
0.12%
COM
T
0.12%
COM
NFLX
0.11%
COM
PG
0.11%
COM
MCD
0.11%
COM
CVX
0.11%
COM
AGG
0.11%
CORE TOTUSBD ETF
VGM
0.1%
COM
XLE
0.1%
SBI INT-ENERGY
DSI
0.1%
MSCI KLD400 SOC
IWD
0.1%
RUS 1000 VAL ETF
KMI
0.1%
COM
BTT
0.1%
COM SHS BEN IN
PSA
0.1%
COM
EXR
0.09%
COM
PM
0.09%
COM
SMM
0.09%
SH BEN INT
VIG
0.08%
DIV APP ETF
V
0.08%
COM CL A
ARCC
0.08%
COM
CRBN
0.08%
MSCI LW CRB TG
CAT
0.08%
COM
MYI
0.08%
COM
MO
0.07%
COM
USB
0.07%
COM NEW
HD
0.07%
COM
MDY
0.07%
UTSER1 S&PDCRP
FPL
0.07%
COM
SO
0.07%
COM
SLB
0.07%
COM
KMF
0.07%
COM
VMO
0.07%
COM
PFE
0.07%
COM
HDV
0.07%
HIGH DIVIDND ETF
BAC
0.07%
COM
NBH
0.07%
COM
MMM
0.07%
COM
PHO
0.07%
WATER RES ETF
MUE
0.06%
COM
KO
0.06%
COM
NAZ
0.06%
COM
SHE
0.06%
SSGA GNDER ETF
UMPQ
0.06%
COM
NML
0.06%
COM
VGSH
0.06%
SHTRM GVT BD ETF
UNH
0.06%
COM
MRK
0.06%
COM
BABA
0.06%
SPONSORED ADS
JWN
0.06%
COM
EXPE
0.06%
COM NEW
CSCO
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
TXN
0.06%
COM
WMT
0.05%
COM
OIH
0.05%
OIL SVCS ETF
IQI
0.05%
COM
NEA
0.05%
COM
DLR
0.05%
COM
COLB
0.05%
COM
SCHH
0.05%
US REIT ETF
CEM
0.05%
COM
MVF
0.05%
COM
KR
0.05%
COM
BAB
0.05%
TAXABLE MUN BD
IBM
0.05%
COM
SDY
0.04%
S&P DIVID ETF
BFK
0.04%
BRIC ETF
GE
0.04%
COM
VKI
0.04%
SH BEN INT
ERX
0.04%
DLY ENRGY BULL3X
PSLV
0.04%
TR UNIT
VKQ
0.04%
COM
CBSH
0.04%
COM
NVG
0.04%
COM
MPA
0.03%
COM
NQP
0.03%
COM
ESD
0.03%
COM
NUV
0.03%
COM
MSD
0.03%
COM
SGMO
0.03%
COM
LEO
0.03%
COM
GER
0.03%
COM
VISI
0.02%
COM
GGN
0.01%
COM SH BEN INT
IDXG
< 0.01%
COM NEW
WYY
< 0.01%
COM
VXF
2.1%
EXTEND MKT ETF
VMBS
1.71%
MORTG-BACK SEC
SCHZ
1.71%
US AGGREGATE B
GOVT
1.7%
U.S. TRS BD ETF
IPE
1.69%
BARCLYS TIPS ETF
ELLI
1.63%
COM
PEY
1.62%
HIG YLD EQ DIV
IWC
1.55%
MICRO-CAP ETF
IJS
1.51%
SP SMCP600VL ETF
ICF
1.48%
COHEN&STEER REIT
VLUE
1.46%
MSCI USAVALFCT
EWJ
1.1%
MSCI JPN ETF NEW
VB
0.7%
SMALL CP ETF
MTUM
0.61%
MSCI USAMOMFCT
QUAL
0.6%
MSCI USA QLT FAC
VDE
0.58%
ENERGY ETF
FNDE
0.52%
SCHWB FDT EMK LG
EMLC
0.46%
JP MORGAN MKTS
HEWJ
0.37%
HDG MSCI JAPAN
EUFN
0.34%
MSCI EURO FL ETF
FYC
0.34%
SML CP GRW ALP
FNY
0.33%
MID CP GR ALPH
VUSE
0.31%
VIDENTCORE EQ FD
RZV
0.3%
S&P SML600 VAL
XOP
0.29%
S&P OILGAS EXP
XLF
0.28%
SBI INT-FINL
MDXG
0.25%
COM
RSX
0.24%
RUSSIA ETF
VPL
0.24%
MEGA CAP GRO ETF
IXG
0.23%
GLOBAL FINLS ETF
EZU
0.23%
EMU ETF
EWX
0.2%
S&P EMKTSC ETF
IXC
0.19%
GLOBAL ENERG ETF
ITOT
0.19%
CORE S&P TTL STK
MBB
0.17%
MBS ETF
AMLP
0.13%
ALERIAN MLP
NVDA
0.11%
COM
MOO
0.11%
AGRIBUSINESS ETF
BRK.A
0.07%
CL A
IEMG
0.06%
CORE MSCI EMKT
HFWA
0.06%
COM
URTY
0.05%
ULTR RUSSL2000
BMY
0.05%
COM
EFX
0.05%
COM
BKLN
0.05%
SR LN ETF
DWDP
0.05%
COM
VLO
0.05%
COM
VBK
0.05%
SML CP GRW ETF
SYY
0.05%
COM
WFC
0.05%
COM
EXPD
0.04%
COM
KMB
0.04%
COM
BDJ
0.02%
COM
PETX
0.01%
COM