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Stock Style
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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
14
3
0
1
3
1
12
4
2
NEWFOCUS FINANCIAL GROUP LLC

Time Period2018-12-31

Total Holdings84

Total Value ($x1000)169,384
Activities
New16

Increased10

Unchanged13

Decreased45

Sold Out6

Top 10 Stock Holdingstotal 46.19%
VIG7.27

AAPL7.26

UNH4.77

CTAS4.39

CSCO4.25

 
VBR3.81

IVV3.79

MSFT3.78

BDX3.47

LOW3.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
7.27%
DIV APP ETF
AAPL
7.26%
COM
UNH
4.77%
COM
CTAS
4.39%
COM
CSCO
4.25%
COM
VBR
3.81%
SM CP VAL ETF
IVV
3.79%
CORE S&P500 ETF
MSFT
3.78%
COM
BDX
3.47%
COM
LOW
3.4%
COM
DON
2.54%
MIDCAP DIVI FD
JNJ
2.44%
COM
VLUE
2.42%
MSCI USAVALFCT
XLK
2.35%
TECHNOLOGY
MCD
2.3%
COM
VHT
2.04%
HEALTH CAR ETF
GWW
1.75%
COM
JPM
1.6%
COM
DOV
1.58%
COM
MUB
1.51%
NAT AMT FREE BD
SYY
1.5%
COM
AOS
1.5%
COM
WPC
1.41%
COM
IJK
1.39%
S&P MC 400GR ETF
EFAV
1.36%
EAFE MIN VOL ETF
SRE
1.19%
COM
CMF
1.19%
CALI AMT-FRE ETF
SLYG
1.18%
S&P 600 SMCP GRW
BLK
1.15%
COM
FL
1.14%
COM
PEP
1.13%
COM
TJX
1.01%
COM
GD
0.95%
COM
FDS
0.93%
COM
SPY
0.93%
TR UNIT
UTX
0.93%
COM
CL
0.74%
COM
KLAC
0.73%
COM
VIS
0.73%
INDUSTRIAL ETF
TSN
0.66%
CL A
MTUM
0.58%
MSCI USAMOMFCT
DGX
0.58%
COM
RCL
0.57%
COM
GIS
0.55%
COM
EEMV
0.55%
EM MK MINVOL ETF
EFG
0.43%
EAFE GRWTH ETF
VB
0.42%
SMALL CP ETF
AGG
0.42%
CORE TOTUSBD ETF
PFM
0.42%
DIVID ACHIEVEV
VTI
0.4%
TOTAL STK MKT
IVW
0.39%
S&P 500 GRWT ETF
VTV
0.32%
VALUE ETF
VFH
0.32%
FINANCIALS ETF
VUG
0.3%
GROWTH ETF
EFV
0.28%
EAFE VALUE ETF
VEU
0.26%
ALLWRLD EX US
MDY
0.26%
UTSER1 S&PDCRP
GBF
0.25%
GOV/CRED BD ETF
VWO
0.25%
FTSE EMR MKT ETF
AMLP
0.23%
ALERIAN MLP
VCSH
0.23%
SHRT TRM CORP BD
AMZN
0.22%
COM
GMM
0.21%
EMERG MKTS ETF
TPL
0.2%
SUB CTF PROP I T
GILD
0.19%
COM
GOOGL
0.19%
CAP STK CL A
IWM
0.18%
RUSSELL 2000 ETF
FB
0.18%
CL A
BRK.B
0.17%
CL B NEW
GOOG
0.17%
CAP STK CL C
NTAP
0.16%
COM
CWB
0.15%
BRC CNV SECS ETF
VXUS
0.15%
VG TL INTL STK F
PFF
0.15%
U.S. PFD STK ETF
QQQ
0.15%
UNIT SER 1
INTC
0.15%
COM
VO
0.15%
MID CAP ETF
BNDX
0.15%
INTL BD IDX ETF
VRSK
0.14%
CL A
ORCL
0.13%
COM
DIA
0.13%
UT SER 1
BOND
0.13%
TOTL RETN ETF
FSIC
0.03%
COM
LC
0.03%
COM
EWU
2.5%
MSCI UK ETF NEW
CRY
0.15%
COM
IJH
0.13%
CORE S&P MCP ETF
HDV
0.12%
HIGH DIVIDND ETF
V
0.11%
COM CL A
BABA
0.11%
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