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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
71
7
9
2
5
1
53
19
5
PRIVATE OCEAN LLC

Time Period2018-12-31

Total Holdings346

Total Value ($x1000)354,070
Activities
New46

Increased83

Unchanged163

Decreased54

Sold Out48

Top 10 Stock Holdingstotal 61.3%
VCSH15.87

HYD13.15

JNK10.33

PCY5.63

EMB4.36

 
IWB3.01

PXF2.38

PRF2.26

ESGE2.22

2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCSH
15.87%
SHRT TRM CORP BD
HYD
13.15%
HIGH YLD MUN ETF
JNK
10.33%
BRC HGH YLD BD
PCY
5.63%
EMRNG MKT SVRG
EMB
4.36%
JP MOR EM MK ETF
IWB
3.01%
RUS 1000 ETF
PXF
2.38%
FTSE RAFI DEV
PRF
2.26%
FTSE RAFI 1000
ESGE
2.22%
MSCI EM ESG SE
INDEXIQ ...
2.09%
COM
VTIP
2.07%
STRM INFPROIDX
IEMG
1.92%
CORE MSCI EMKT
ESGD
1.65%
MSCI EAFE ESG
IVV
1.49%
CORE S&P500 ETF
PRFZ
1.26%
FTSE RAFI 1500
BNDX
1.19%
INTL BD IDX ETF
WY
1.17%
COM
VTI
1.07%
TOTAL STK MKT
VEA
1.05%
FTSE DEV MKT ETF
HYD
1.03%
HG YLD MUN ETF
HYMB
0.98%
NUV HGHYLD MUN
IWD
0.97%
RUS 1000 VAL ETF
ESGU
0.87%
ETF MSCI USA
VNQ
0.78%
REIT ETF
ELD
0.75%
EM LCL DEBT FD
BSV
0.72%
SHORT TRM BOND
VTV
0.7%
VALUE ETF
MSFT
0.68%
COM
EFA
0.67%
MSCI EAFE ETF
BIV
0.67%
INTERMED TERM
IJR
0.67%
CORE S&P SCP ETF
O
0.65%
COM
SPY
0.64%
TR UNIT
SCHP
0.62%
US TIPS ETF
RYN
0.55%
COM
GWX
0.53%
S&P INTL SMLCP
MCD
0.52%
COM
LVL
0.5%
S&P GLOBL DIVI
FNDC
0.47%
SCHWB FDT INT SC
PCH
0.41%
COM
TILT
0.39%
MORNSTAR USMKT
REET
0.38%
GLOBAL REIT ETF
FNDA
0.31%
SCHWAB FDT US SC
PG
0.31%
COM
AMZN
0.3%
COM
FNDX
0.3%
SCHWAB FDT US LG
TLTD
0.24%
M STAR DEV MKT
BA
0.24%
COM
FNDF
0.24%
SCHWB FDT INT LG
XOM
0.23%
COM
IJJ
0.21%
S&P MC 400VL ETF
SCHF
0.2%
INTL EQTY ETF
IWM
0.2%
RUSSELL 2000 ETF
DLS
0.2%
INTL SMCAP DIV
VWO
0.2%
FTSE EMR MKT ETF
BRK.B
0.19%
CL B NEW
KBWD
0.18%
KBW HIG DV YLD
SBUX
0.17%
COM
VV
0.17%
LARGE CAP ETF
VEU
0.17%
ALLWRLD EX US
VB
0.16%
SMALL CP ETF
RWO
0.16%
DJ GLB RL ES ETF
AAPL
0.15%
COM
PHB
0.15%
FNDMNTL HY CRP
JNJ
0.14%
COM
ICF
0.14%
COHEN&STEER REIT
REM
0.13%
MTG REL ETF NEW
MINT
0.13%
ENHAN SHRT MAT
T
0.12%
COM
SCHW
0.11%
COM
RWR
0.11%
DJ REIT ETF
MMM
0.11%
COM
IWF
0.11%
RUS 1000 GRW ETF
PDN
0.11%
FTSE RAFI SML
OEF
0.1%
S&P 100 ETF
VZ
0.1%
COM
STIP
0.1%
0-5 YR TIPS ETF
QQQ
0.1%
UNIT SER 1
MRK
0.1%
COM
COST
0.09%
COM
IWR
0.09%
RUS MID-CAP ETF
UYG
0.08%
ULTRA FNCLS NEW
FUNDING ...
0.08%
COM
BMRC
0.08%
COM
DSI
0.08%
MSCI KLD400 SOC
IWC
0.08%
MICRO-CAP ETF
PGX
0.07%
PFD ETF
DLN
0.07%
LARGECAP DIVID
DIS
0.07%
COM DISNEY
CSCO
0.07%
COM
AMGN
0.07%
COM
WFC
0.07%
COM
SCHX
0.07%
US LRG CAP ETF
IYR
0.06%
U.S. REAL ES ETF
IBM
0.06%
COM
PBP
0.06%
S&P500 BUY WRT
ABBV
0.06%
COM
FIRST RE...
0.06%
COM
CVX
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
ORCL
0.05%
COM
FBND
0.05%
TOTAL BD ETF
AMLP
0.05%
ALERIAN MLP
IWP
0.05%
RUS MD CP GR ETF
PNQI
0.05%
NASDAQ INTERNT
USB
0.05%
COM NEW
HDV
0.05%
HIGH DIVIDND ETF
ED
0.05%
COM
VO
0.05%
MID CAP ETF
NSC
0.05%
COM
ABT
0.04%
COM
IEFA
0.04%
CORE MSCI EAFE
ITOT
0.04%
CORE S&P TTL STK
AXP
0.04%
COM
EMR
0.04%
COM
FB
0.04%
CL A
PFF
0.04%
U.S. PFD STK ETF
NEE
0.04%
COM
GOOG
0.04%
CAP STK CL C
SCHE
0.04%
EMRG MKTEQ ETF
NKE
0.04%
CL B
VUG
0.04%
GROWTH ETF
OIA
0.04%
COM
XBI
0.04%
S&P BIOTECH
CMCSA
0.03%
CL A
GOOGL
0.03%
CAP STK CL A
PEP
0.03%
COM
LLY
0.03%
COM
VIG
0.03%
DIV APP ETF
VBR
0.03%
SM CP VAL ETF
NVDA
0.03%
COM
IJS
0.03%
SP SMCP600VL ETF
JPM
0.03%
COM
CDNS
0.03%
COM
TEF
0.03%
SPONSORED ADR
IWO
0.03%
RUS 2000 GRW ETF
LMT
0.03%
COM
LNC
0.03%
COM
IWV
0.03%
RUSSELL 3000 ETF
EW
0.03%
COM
KO
0.03%
COM
BUSINESS...
0.02%
COM
BX
0.02%
COM UNIT LTD
WMT
0.02%
COM
NUE
0.02%
COM
VOT
0.02%
MCAP GR IDXVIP
VONG
0.02%
VNG RUS1000GRW
INTC
0.02%
COM
SCHZ
0.02%
US AGGREGATE B
SPLV
0.02%
S&P500 LOW VOL
LW
0.02%
COM
DOO
0.02%
INTL DIV EX FINL
PCAR
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
MO
0.02%
COM
TDIV
0.02%
NASD TECH DIV
ITM
0.02%
AMT FREE INT ETF
ACN
0.02%
SHS CLASS A
EFAV
0.02%
EAFE MIN VOL ETF
MDY
0.02%
UTSER1 S&PDCRP
JKG
0.02%
MRGSTR MD CP ETF
AMT
0.02%
COM
DUK
0.01%
COM NEW
HTGC
0.01%
COM
SCHA
0.01%
US SML CAP ETF
VYM
0.01%
HIGH DIV YLD
ESS
0.01%
COM
PSX
0.01%
COM
SCHH
0.01%
US REIT ETF
FISV
0.01%
COM
HCP
0.01%
COM
COP
0.01%
COM
FBT
0.01%
NY ARCA BIOTECH
PM
0.01%
COM
UPS
0.01%
CL B
DWDP
0.01%
COM
VNQI
0.01%
GLB EX US ETF
GILD
0.01%
COM
MA
0.01%
CL A
SHM
0.01%
NUVN BR SHT MUNI
SMLV
0.01%
RUSS2000 LOVOL
ZMH
0.01%
COM
MU
0.01%
COM
BAC
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
CAG
0.01%
COM
UNH
0.01%
COM
HPQ
0.01%
COM
JWN
0.01%
COM
EEM
0.01%
MSCI EMG MKT ETF
ULTA
0.01%
COM
LOW
0.01%
COM
DLR
0.01%
COM
SLB
0.01%
COM
ANTM
0.01%
COM
UTX
0.01%
COM
TROW
0.01%
COM
MCHP
0.01%
COM
IWN
0.01%
RUS 2000 VAL ETF
HD
0.01%
COM
LULU
0.01%
COM
LIN
0.01%
COM
KMB
0.01%
COM
SO
0.01%
COM
BCE
0.01%
COM NEW
DVMT
0.01%
COM CL V
WEC
0.01%
COM
RTN
0.01%
COM NEW
BLK
0.01%
COM
SCHB
0.01%
US BRD MKT ETF
VHT
0.01%
HEALTH CAR ETF
AFIN
0.01%
COM CLASS A
CI
0.01%
COM
HPE
0.01%
COM
UNP
0.01%
COM
CLB
0.01%
COM
ORI
0.01%
COM
CL
0.01%
COM
HON
0.01%
COM
PNC
0.01%
COM
APD
0.01%
COM
NFLX
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
ITW
0.01%
COM
MS
0.01%
COM NEW
STZ
0.01%
CL A
RY
0.01%
COM
ROP
0.01%
COM
BOTZ
0.01%
RBTCS ARTFL IN
MMP
0.01%
COM UNIT RP LP
AME
0.01%
COM
NVO
0.01%
ADR
VOO
0.01%
SHS
MCK
0.01%
COM
BABA
< 0.01%
SPONSORED ADS
HST
< 0.01%
COM
MBB
< 0.01%
MBS ETF
MDLZ
< 0.01%
CL A
IBB
< 0.01%
NASDQ BIOTEC ETF
ADP
< 0.01%
COM
GE
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
FDX
< 0.01%
COM
NAZ
< 0.01%
COM
GHDX
< 0.01%
COM
SPYG
< 0.01%
S&P 500 GROWTH
GS
< 0.01%
COM
CSX
< 0.01%
COM
CELG
< 0.01%
COM
TDG
< 0.01%
COM
APC
< 0.01%
COM
QCOM
< 0.01%
COM
PSA
< 0.01%
COM
CLY
< 0.01%
10+ YR CR BD ETF
SYF
< 0.01%
COM
TIER
< 0.01%
COM NEW
AVA
< 0.01%
COM
FNDE
< 0.01%
SCHWB FDT EMK LG
MFC
< 0.01%
COM
VXUS
< 0.01%
VG TL INTL STK F
TILE
< 0.01%
COM
HFWA
< 0.01%
COM
AMP
< 0.01%
COM
PSCT
< 0.01%
S&P SMLCP INFO
EPD
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
CRM
< 0.01%
COM
HAIN
< 0.01%
COM
FL
< 0.01%
COM
CGC
< 0.01%
COM
MDYG
< 0.01%
S&P 400 MDCP GRW
WM
< 0.01%
COM
DXC
< 0.01%
COM
TMO
< 0.01%
COM
PFE
< 0.01%
COM
KR
< 0.01%
COM
COTY
< 0.01%
COM CL A
VKQ
< 0.01%
COM
DFS
< 0.01%
COM
SNH
< 0.01%
SH BEN INT
CAH
< 0.01%
COM
LB
< 0.01%
COM
SYK
< 0.01%
COM
GIS
< 0.01%
COM
PFG
< 0.01%
COM
WBA
< 0.01%
COM
AEP
< 0.01%
COM
AWK
< 0.01%
COM
TJX
< 0.01%
COM
GD
< 0.01%
COM
HRS
< 0.01%
COM
HOG
< 0.01%
COM
CB
< 0.01%
COM
AB INBEV...
< 0.01%
COM
SDY
< 0.01%
S&P DIVID ETF
KHC
< 0.01%
COM
PYPL
< 0.01%
COM
LC
< 0.01%
COM
MET
< 0.01%
COM
TSLA
< 0.01%
COM
ENB
< 0.01%
COM
CRON
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
WAFD
< 0.01%
COM
VTWV
< 0.01%
VNG RUS2000VAL
MPC
< 0.01%
COM
CMBS
< 0.01%
CMBS ETF
JKD
< 0.01%
MRNGSTR LG-CP ET
BK
< 0.01%
COM
GT
< 0.01%
COM
TRGP
< 0.01%
COM
DE
< 0.01%
COM
THS
< 0.01%
COM
OKTA
< 0.01%
CL A
BDX
< 0.01%
COM
EOG
< 0.01%
COM
HSY
< 0.01%
COM
IP
< 0.01%
COM
CVS
< 0.01%
COM
EBAY
< 0.01%
COM
TXN
< 0.01%
COM
AIG
< 0.01%
COM NEW
SLM
< 0.01%
COM
AAL
< 0.01%
COM
EQNR
< 0.01%
SPONSORED ADR
AIEQ
< 0.01%
AI POWERED EQT
BND
< 0.01%
TOTAL BND MRKT
UAA
< 0.01%
CL A
BAX
< 0.01%
COM
ACB
< 0.01%
COM
UA/C
< 0.01%
CL C
CHTR
< 0.01%
CL A
MTUM
< 0.01%
MSCI USAMOMFCT
EQIX
< 0.01%
COM PAR $0.001
AER
< 0.01%
SHS
EA
< 0.01%
COM
MAR
< 0.01%
CL A
PANW
< 0.01%
COM
EWX
< 0.01%
S&P EMKTSC ETF
AVNS
< 0.01%
COM
PRSP
< 0.01%
COM
WDTI
< 0.01%
FUTRE STRAT FD
SJM
< 0.01%
COM NEW
TMUS
< 0.01%
COM
GREEN TH...
< 0.01%
COM
AVGO
< 0.01%
COM
FREL
0.06%
MSCI RL EST ETF
VONE
0.05%
VNG RUS1000IDX
NVS
0.05%
SPONSORED ADR
IWZ
0.04%
RUS 3000 GRW ETF
BP
0.03%
SPONSORED ADR
VONV
0.03%
VNG RUS1000VAL
ESRX
0.02%
COM
SCHV
0.02%
US LCAP VA ETF
PFM
0.02%
DIVID ACHIEVEV
PX
0.02%
COM
DHR
0.01%
COM
DIA
0.01%
UT SER 1
BMY
0.01%
COM
DGRO
0.01%
CORE DIV GRWTH
SIRI
0.01%
COM
NOBL
0.01%
S&P 500 ARISTO
FTV
0.01%
COM
ETE
0.01%
COM UT LTD PTN
IVE
0.01%
S&P 500 VAL ETF
PKW
0.01%
BUYBACK ACHIEV
XLK
< 0.01%
TECHNOLOGY
PAYX
< 0.01%
COM
OXY
< 0.01%
COM
IGOV
< 0.01%
INTL TREA BD ETF
SAP
< 0.01%
SPON ADR
BSX
< 0.01%
COM
SJNK
< 0.01%
SHT TRM HGH YLD
VTR
< 0.01%
COM
EXPE
< 0.01%
COM NEW
ACM
< 0.01%
COM
SBRA
< 0.01%
COM
RMR
< 0.01%
CL A
NCR
< 0.01%
COM
NEAR
< 0.01%
SHT MAT BD ETF
BCOR
< 0.01%
COM
RDS/B
< 0.01%
SPON ADR B
SOLAR AL...
< 0.01%
COM
DDXSQ
< 0.01%
ASIX
< 0.01%
COM
VRTV
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
SQBG
< 0.01%
COM
FTR
< 0.01%
COM NEW
SCHM
< 0.01%
US MID-CAP ETF
FNKO
< 0.01%
CL A
ICONIC B...
< 0.01%
COM
RDS/A
< 0.01%
SPONS ADR A
WMIH
< 0.01%
COM