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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
7
0
0
0
0
0
2
0
1
PLANNING ALTERNATIVES LTD ADV

Time Period2018-12-31

Total Holdings48

Total Value ($x1000)478,791
Activities
New2

Increased8

Unchanged9

Decreased29

Sold Out4

Top 10 Stock Holdingstotal 76.2%
IVV20.72

VEA13.02

VIG8.78

BND6.53

SCHX6.15

 
SCHB5.58

IJH4.31

SCHF4.15

JPUS3.67

VWO3.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
20.72%
CORE S&P500 ETF
VEA
13.02%
FTSE DEV MKT ETF
VIG
8.78%
DIV APP ETF
BND
6.53%
TOTAL BND MRKT
SCHX
6.15%
US LRG CAP ETF
SCHB
5.58%
US BRD MKT ETF
IJH
4.31%
CORE S&P MCP ETF
SCHF
4.15%
INTL EQTY ETF
JPUS
3.67%
F JPMORGAN DIVER
VWO
3.29%
FTSE EMR MKT ETF
SCHZ
2.86%
US AGGREGATE B
IJR
2.35%
CORE S&P SCP ETF
VUG
2.26%
GROWTH ETF
SCHD
1.95%
US DIVIDEND EQ
SPY
1.84%
TR UNIT
VTV
1.68%
VALUE ETF
IEFA
1.57%
CORE MSCI EAFE
AGG
1.11%
CORE TOTUSBD ETF
IWV
1.04%
RUSSELL 3000 ETF
SCHM
1.03%
US MID-CAP ETF
SCHE
0.88%
EMRG MKTEQ ETF
DGRO
0.72%
CORE DIV GRWTH
SCHA
0.72%
US SML CAP ETF
LQD
0.58%
IBOXX INV CP ETF
AAPL
0.49%
COM
IEMG
0.37%
CORE MSCI EMKT
VTI
0.31%
TOTAL STK MKT
STPZ
0.23%
1-5 US TIP IDX
MSFT
0.21%
COM
IJS
0.2%
SP SMCP600VL ETF
BOND
0.19%
TOTL RETN ETF
GGG
0.15%
COM
MBB
0.15%
MBS ETF
IWF
0.14%
RUS 1000 GRW ETF
PG
0.13%
COM
F
0.09%
COM PAR $0.01
IBM
0.08%
COM
VXUS
0.06%
VG TL INTL STK F
QAI
0.06%
HEDGE MLTI ETF
MCD
0.05%
COM
CSCO
0.05%
COM
HON
0.05%
COM
PCN
0.04%
COM
CVX
0.04%
COM
VMO
0.04%
COM
CHY
0.03%
COM SHS
DNP
0.03%
COM
NUM
0.03%
COM
AMJ
0.08%
ALERIAN ML ETN
DWDP
0.04%
COM
DTE
0.04%
COM
GE
0.02%
COM