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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
1
0
3
1
17
4
2
NEWFOCUS FINANCIAL GROUP LLC

Time Period2019-06-30

Total Holdings94

Total Value ($x1000)216,011
Activities
New11

Increased32

Unchanged18

Decreased33

Sold Out2

Top 10 Stock Holdingstotal 46.18%
VBR7.16

AAPL7.02

VIG6.2

CTAS4.71

CSCO4.22

 
UNH3.82

MSFT3.8

IVV3.38

BDX3

LOW2.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VBR
7.16%
SM CP VAL ETF
AAPL
7.02%
COM
VIG
6.2%
DIV APP ETF
CTAS
4.71%
COM
CSCO
4.22%
COM
UNH
3.82%
COM
MSFT
3.8%
COM
IVV
3.38%
CORE S&P500 ETF
BDX
3%
COM
LOW
2.87%
COM
SLYG
2.76%
S&P 600 SMCP GRW
XLK
2.28%
TECHNOLOGY
MCD
2.24%
COM
DON
2.24%
MIDCAP DIVI FD
JNJ
2.07%
COM
VLUE
1.96%
MSCI USAVALFCT
DOV
1.77%
COM
VHT
1.69%
HEALTH CAR ETF
JPM
1.46%
COM
WPC
1.39%
COM
AOS
1.37%
COM
SYY
1.37%
COM
GWW
1.34%
COM
IJK
1.26%
S&P MC 400GR ETF
BLK
1.21%
COM
EFAV
1.19%
EAFE MIN VOL ETF
SRE
1.16%
COM
THO
1.07%
COM
PEP
1.04%
COM
FDS
1.01%
COM
GMM
1%
EMERG MKTS ETF
EFG
0.98%
EAFE GRWTH ETF
UTX
0.91%
COM
GD
0.91%
COM
LASR
0.86%
COM
KLAC
0.84%
COM
VIS
0.83%
INDUSTRIAL ETF
SPY
0.83%
TR UNIT
TSN
0.77%
CL A
IEFA
0.71%
CORE MSCI EAFE
TJX
0.7%
COM
CL
0.69%
COM
GIS
0.67%
COM
DGX
0.58%
COM
MTUM
0.52%
MSCI USAMOMFCT
EEMV
0.52%
EM MK MINVOL ETF
FL
0.51%
COM
RCL
0.46%
COM
CMF
0.43%
CALI AMT-FRE ETF
IVW
0.43%
S&P 500 GRWT ETF
VB
0.42%
SMALL CP ETF
PFM
0.39%
DIVID ACHIEVEV
VFH
0.36%
FINANCIALS ETF
AGG
0.32%
CORE TOTUSBD ETF
VEU
0.28%
ALLWRLD EX US
VTI
0.28%
TOTAL STK MKT
VWO
0.27%
FTSE EMR MKT ETF
VUG
0.25%
GROWTH ETF
MDY
0.24%
UTSER1 S&PDCRP
EFV
0.23%
EAFE VALUE ETF
TPL
0.23%
SUB CTF PROP I T
AMZN
0.22%
COM
VTV
0.22%
VALUE ETF
AMLP
0.21%
ALERIAN MLP
VOO
0.18%
SHS
VO
0.18%
MID CAP ETF
VCSH
0.18%
SHRT TRM CORP BD
FB
0.18%
CL A
GILD
0.16%
COM
GBF
0.16%
GOV/CRED BD ETF
SBUX
0.16%
COM
QQQ
0.15%
UNIT SER 1
BRK.B
0.15%
CL B NEW
IWM
0.14%
RUSSELL 2000 ETF
BNDX
0.14%
INTL BD IDX ETF
CWB
0.14%
BRC CNV SECS ETF
VXUS
0.14%
VG TL INTL STK F
ORCL
0.13%
COM
GOOGL
0.13%
CAP STK CL A
PFF
0.13%
U.S. PFD STK ETF
GOOG
0.13%
CAP STK CL C
BABA
0.12%
SPONSORED ADS
INTC
0.12%
COM
V
0.12%
COM CL A
IJH
0.12%
CORE S&P MCP ETF
VRSK
0.11%
CL A
AMT
0.11%
COM
SRAX
0.11%
COM CL A NEW
COST
0.1%
COM
QCOM
0.1%
COM
LQD
0.09%
IBOXX INV CP ETF
PWZ
0.09%
CALIF AMT MUN
IT
0.09%
COM
FSIC
0.03%
COM
NTAP
0.13%
COM
BOND
0.12%
TOTL RETN ETF