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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
61
8
19
2
4
1
34
11
10
PERSONAL WEALTH PARTNERS

Time Period2019-06-30

Total Holdings301

Total Value ($x1000)209,294
Activities
New244

Increased20

Unchanged20

Decreased17

Sold Out2

Top 10 Stock Holdingstotal 75.12%
USMV27.64

AGG11.45

IJR7.76

IJH6.07

IVW5.31

 
IVE4.81

IEMG3.69

SPY3.68

IWM2.43

IJT2.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
27.64%
USA MIN VOL ETF
AGG
11.45%
CORE TOTUSBD ETF
IJR
7.76%
CORE S&P SCP ETF
IJH
6.07%
CORE S&P MCP ETF
IVW
5.31%
S&P 500 GRWT ETF
IVE
4.81%
S&P 500 VAL ETF
IEMG
3.69%
CORE MSCI EMKT
SPY
3.68%
TR UNIT
IWM
2.43%
RUSSELL 2000 ETF
IJT
2.28%
SP SMCP600GR ETF
MDY
2.16%
UTSER1 S&PDCRP
SHM
2.15%
NUVN BR SHT MUNI
EFA
1.49%
MSCI EAFE ETF
BRK.B
1.2%
CL B NEW
SUB
0.94%
SHT NTLAMTFR ETF
HYG
0.83%
IBOXX HI YD ETF
IAU
0.76%
ISHARES
VHT
0.72%
HEALTH CAR ETF
HTA
0.65%
CL A NEW
DSI
0.63%
MSCI KLD400 SOC
USB
0.62%
COM NEW
AAXJ
0.43%
MSCI AC ASIA ETF
IJJ
0.39%
S&P MC 400VL ETF
WFC
0.39%
COM
HYD
0.37%
HIGH YLD MUN ETF
ITOT
0.37%
CORE S&P TTL STK
QQQ
0.37%
UNIT SER 1
HON
0.36%
COM
PFF
0.34%
U.S. PFD STK ETF
GBCI
0.33%
COM
RWL
0.26%
S&P 500 REVENUE
HDV
0.26%
HIGH DIVIDND ETF
IYE
0.25%
U.S. ENERGY ETF
BSJM
0.25%
BULSHS 2022 HY
FLRN
0.22%
INV GRD FLT RT
VT
0.22%
TT WRLD ST ETF
EEMV
0.22%
EM MK MINVOL ETF
CRBN
0.21%
MSCI LW CRB TG
XMLV
0.21%
S&P MIDCP LOW
SHE
0.2%
SSGA GNDER ETF
NEAR
0.18%
SHT MAT BD ETF
VNQ
0.18%
REIT ETF
RSP
0.17%
S&P500 EQL WGT
MMM
0.16%
COM
VYM
0.16%
HIGH DIV YLD
VTV
0.16%
VALUE ETF
IJK
0.16%
S&P MC 400GR ETF
VTI
0.15%
TOTAL STK MKT
MSFT
0.13%
COM
AMZN
0.12%
COM
FIW
0.12%
COM
DIA
0.12%
UT SER 1
MELI
0.12%
COM
EEM
0.12%
MSCI EMG MKT ETF
BBY
0.11%
COM
XLK
0.1%
TECHNOLOGY
GOOGL
0.1%
CAP STK CL A
WMT
0.09%
COM
VUG
0.09%
GROWTH ETF
DGRO
0.09%
CORE DIV GRWTH
BMY
0.09%
COM
KO
0.09%
COM
BA
0.09%
COM
VCSH
0.08%
SHRT TRM CORP BD
XOM
0.08%
COM
AAPL
0.08%
COM
EES
0.08%
SMLCAP EARN FD
HAL
0.08%
COM
BSV
0.08%
SHORT TRM BOND
MDT
0.07%
SHS
BABA
0.07%
SPONSORED ADS
IBM
0.07%
COM
TRV
0.07%
COM
CVX
0.06%
COM
DIS
0.06%
COM DISNEY
CAT
0.06%
COM
INTC
0.06%
COM
LNG
0.05%
COM NEW
ABT
0.05%
COM
DBC
0.05%
UNIT
VBK
0.05%
SML CP GRW ETF
IGE
0.05%
NA NAT RES
PG
0.05%
COM
W
0.05%
CL A
MRK
0.05%
COM
TAN
0.05%
SOLAR ETF
ENB
0.05%
COM
DHS
0.05%
EQTY INC ETF
ABBV
0.05%
COM
NEE
0.05%
COM
GE
0.04%
COM
CMI
0.04%
COM
VB
0.04%
SMALL CP ETF
VO
0.04%
MID CAP ETF
BAB
0.04%
TAXABLE MUN BD
PFE
0.04%
COM
TIP
0.04%
TIPS BD ETF
FB
0.04%
CL A
PSCE
0.04%
S&P SMLCP ENGY
CSII
0.04%
COM
MCD
0.04%
COM
BGR
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
PHO
0.04%
WATER RES ETF
XLE
0.04%
SBI INT-ENERGY
SCHF
0.04%
INTL EQTY ETF
VXF
0.04%
EXTEND MKT ETF
VEA
0.03%
FTSE DEV MKT ETF
JNJ
0.03%
COM
ICF
0.03%
COHEN&STEER REIT
NOC
0.03%
COM
XEL
0.03%
COM
HD
0.03%
COM
SBUX
0.03%
COM
SGMS
0.03%
CL A
BAC
0.03%
COM
UNH
0.03%
COM
T
0.03%
COM
JRO
0.03%
COM SHS
CVI
0.03%
COM
WYNN
0.03%
COM
VIG
0.03%
DIV APP ETF
STPZ
0.03%
1-5 US TIP IDX
VOO
0.03%
SHS
IWV
0.03%
RUSSELL 3000 ETF
HCP
0.03%
COM
WEC
0.03%
COM
LLY
0.03%
COM
IDXX
0.02%
COM
PFG
0.02%
COM
HE
0.02%
COM
LOW
0.02%
COM
FSIC
0.02%
COM
CSCO
0.02%
COM
WLL
0.02%
COM NEW
SHV
0.02%
SHRT TRS BD ETF
VZ
0.02%
COM
ED
0.02%
COM
UHT
0.02%
SH BEN INT
ECL
0.02%
COM
PNR
0.02%
SHS
IWR
0.02%
RUS MID-CAP ETF
HOG
0.02%
COM
TRGP
0.02%
COM
UTX
0.02%
COM
PDM
0.02%
COM CL A
D
0.02%
COM
WM
0.02%
COM
RYN
0.02%
COM
WY
0.02%
COM
IWS
0.02%
RUS MDCP VAL ETF
LNT
0.01%
COM
IXJ
0.01%
GLOB HLTHCRE ETF
TOT
0.01%
SPONSORED ADR
V
0.01%
COM CL A
BAX
0.01%
COM
CBS
0.01%
CL B
NRZ
0.01%
COM NEW
CRM
0.01%
COM
MDU
0.01%
COM
NAD
0.01%
COM
DVY
0.01%
SELECT DIVID ETF
JPM
0.01%
COM
C
0.01%
COM NEW
FUN
0.01%
DEPOSITRY UNIT
NVT
0.01%
SHS
TECD
0.01%
COM
ZMH
0.01%
COM
OSK
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
PEP
0.01%
COM
RIO
0.01%
SPONSORED ADR
LARE
0.01%
TIERRA XP LATIN
PSA
0.01%
COM
CMCSA
0.01%
CL A
COP
0.01%
COM
ATO
0.01%
COM
IYK
0.01%
U.S. CNSM GD ETF
DEM
0.01%
EMERG MKTS ETF
ALE
0.01%
COM NEW
KMI
0.01%
COM
ASBC
0.01%
COM
ANET
0.01%
COM
DUK
0.01%
COM NEW
TGT
0.01%
COM
XLI
0.01%
SBI INT-INDS
BCX
0.01%
SHS
QQQE
0.01%
NAS100 EQL WGT
OGE
0.01%
COM
NTRS
0.01%
COM
REZI
0.01%
COM
CTXS
0.01%
COM
TTC
0.01%
COM
LEN/B
0.01%
CL B
EPD
0.01%
COM
VTR
0.01%
COM
FIS
0.01%
COM
MNP
0.01%
COM
OKE
0.01%
COM
XLF
0.01%
SBI INT-FINL
HSY
0.01%
COM
NWN
0.01%
COM
MFC
0.01%
COM
LVS
0.01%
COM
BP
0.01%
SPONSORED ADR
VTHR
0.01%
VNG RUS3000IDX
IOSP
0.01%
COM
VIAB
0.01%
CL B
IWW
0.01%
RUS 3000 VAL ETF
PPT
0.01%
SH BEN INT
NVG
0.01%
COM
BND
0.01%
TOTAL BND MRKT
MSI
< 0.01%
COM NEW
ISRG
< 0.01%
COM NEW
CI
< 0.01%
COM
SU
< 0.01%
COM
SO
< 0.01%
COM
EXC
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
FXI
< 0.01%
CHINA LG-CAP ETF
VALE
< 0.01%
ADR
SIRI
< 0.01%
COM
MMLP
< 0.01%
UNIT L P INT
OXY
< 0.01%
COM
REET
< 0.01%
GLOBAL REIT ETF
PJC
< 0.01%
COM
SCHW
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
GS
< 0.01%
COM
CPLP
< 0.01%
PARTNERSHP UNITS
PML
< 0.01%
COM
DCI
< 0.01%
COM
NEA
< 0.01%
COM
NCLH
< 0.01%
SHS
UA/C
< 0.01%
CL C
DSSI
< 0.01%
COM
GTX
< 0.01%
COM
CC
< 0.01%
COM
XLB
< 0.01%
SBI MATERIALS
WTR
< 0.01%
COM
MTSC
< 0.01%
COM
IRET
< 0.01%
SH BEN INT
WEX
< 0.01%
COM
AGEN
< 0.01%
COM NEW
TUP
< 0.01%
COM
BCE
< 0.01%
COM NEW
PEJ
< 0.01%
DYNMC LEISURE
WAB
< 0.01%
COM
CCI
< 0.01%
COM
DOW
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
FE
< 0.01%
COM
JRS
< 0.01%
COM
EMF
< 0.01%
COM
PLM
< 0.01%
COM
PM
< 0.01%
COM
XLY
< 0.01%
SBI CONS DISCR
ASIX
< 0.01%
COM
PSX
< 0.01%
COM
UPS
< 0.01%
CL B
FEU
< 0.01%
STOXX EUR 50 ETF
GSK
< 0.01%
SPONSORED ADR
XLRE
< 0.01%
RL EST SEL SEC
AZN
< 0.01%
SPONSORED ADR
MO
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
BCOR
< 0.01%
COM
BBN
< 0.01%
SHS
MGM
< 0.01%
COM
AEP
< 0.01%
COM
WBA
< 0.01%
COM
BMO
< 0.01%
COM
DEO
< 0.01%
SPON ADR NEW
DE
< 0.01%
COM
HCN
< 0.01%
COM
OAS
< 0.01%
COM
ETE
< 0.01%
COM UT LTD PTN
VOD
< 0.01%
SPNSR ADR NO PAR
PPL
< 0.01%
COM
PEG
< 0.01%
COM
SNY
< 0.01%
SPONSORED ADR
KMB
< 0.01%
COM
K
< 0.01%
COM
MUB
< 0.01%
NAT AMT FREE BD
LOGM
< 0.01%
COM
IQI
< 0.01%
COM
GIS
< 0.01%
COM
CM
< 0.01%
COM
VEU
< 0.01%
ALLWRLD EX US
O
< 0.01%
COM
LB
< 0.01%
COM
LULU
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
KHC
< 0.01%
COM
RIG
< 0.01%
REG SHS
CRC
< 0.01%
COM NEW
LITE
< 0.01%
COM
AIG/WS
< 0.01%
*W EXP 01/19/202
KEG
< 0.01%
COM
TSLA
< 0.01%
COM
SQBG
< 0.01%
COM
MMC
0.24%
COM
CGW
0.23%
S&P GBL WATER