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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
9
1
0
0
0
0
5
0
1
PLANNING ALTERNATIVES LTD ADV

Time Period2019-06-30

Total Holdings51

Total Value ($x1000)547,414
Activities
New6

Increased3

Unchanged7

Decreased35

Sold Out0

Top 10 Stock Holdingstotal 76.41%
IVV18.2

FTSM12.53

VEA11.94

VIG7.22

BND6.59

 
SCHX5.3

IJH3.99

SCHF3.76

SCHB3.44

JPUS3.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
18.2%
CORE S&P500 ETF
FTSM
12.53%
FIRST TR ENH NEW
VEA
11.94%
FTSE DEV MKT ETF
VIG
7.22%
DIV APP ETF
BND
6.59%
TOTAL BND MRKT
SCHX
5.3%
US LRG CAP ETF
IJH
3.99%
CORE S&P MCP ETF
SCHF
3.76%
INTL EQTY ETF
SCHB
3.44%
US BRD MKT ETF
JPUS
3.44%
F JPMORGAN DIVER
VWO
2.89%
FTSE EMR MKT ETF
SCHZ
2.63%
US AGGREGATE B
VUG
2.02%
GROWTH ETF
IJR
1.85%
CORE S&P SCP ETF
SPY
1.63%
TR UNIT
SCHD
1.62%
US DIVIDEND EQ
VTV
1.54%
VALUE ETF
IEFA
1.37%
CORE MSCI EAFE
AGG
1.02%
CORE TOTUSBD ETF
SCHM
0.81%
US MID-CAP ETF
SCHE
0.77%
EMRG MKTEQ ETF
IWV
0.72%
RUSSELL 3000 ETF
SCHA
0.62%
US SML CAP ETF
DGRO
0.61%
CORE DIV GRWTH
AAPL
0.51%
COM
IEMG
0.31%
CORE MSCI EMKT
VTI
0.3%
TOTAL STK MKT
MDLZ
0.22%
CL A
MSFT
0.2%
COM
PM
0.2%
COM
IJS
0.18%
SP SMCP600VL ETF
BOND
0.18%
TOTL RETN ETF
GGG
0.15%
COM
IWF
0.14%
RUS 1000 GRW ETF
PG
0.14%
COM
MO
0.13%
COM
F
0.1%
COM PAR $0.01
STPZ
0.1%
1-5 US TIP IDX
IBM
0.08%
COM
VXUS
0.06%
VG TL INTL STK F
DTE
0.06%
COM
MCD
0.05%
COM
HON
0.05%
COM
CSCO
0.05%
COM
PCN
0.04%
COM
DIS
0.04%
COM DISNEY
CVX
0.04%
COM
SBUX
0.04%
COM
CHY
0.03%
COM SHS
DNP
0.03%
COM
NUM
0.03%
COM