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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
66
6
2
2
3
0
38
7
2
RAND WEALTH LLC

Time Period2018-09-30

Total Holdings230

Total Value ($x1000)892,999
Activities
New7

Increased50

Unchanged62

Decreased111

Sold Out8

Top 10 Stock Holdingstotal 27.69%
AGG6.08

SCPB3.75

BSV2.84

VGT2.75

VSS2.62

 
VEU2.36

VFH2.23

VO1.76

JNJ1.7

AAPL1.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
6.08%
CORE TOTUSBD ETF
SCPB
3.75%
BARC SHT TR CP
BSV
2.84%
SHORT TRM BOND
VGT
2.75%
INF TECH ETF
VSS
2.62%
FTSE SMCAP ETF
VEU
2.36%
ALLWRLD EX US
VFH
2.23%
FINANCIALS ETF
VO
1.76%
MID CAP ETF
JNJ
1.7%
COM
AAPL
1.6%
COM
UTX
1.51%
COM
CVX
1.48%
COM
WFC
1.47%
COM
VHT
1.44%
HEALTH CAR ETF
VIS
1.25%
INDUSTRIAL ETF
JPM
1.24%
COM
XOM
1.23%
COM
INTC
1.15%
COM
V
1.14%
COM CL A
PG
1.1%
COM
VZ
1.08%
COM
VB
1.08%
SMALL CP ETF
PFE
1.06%
COM
VWO
1.05%
FTSE EMR MKT ETF
AMLP
1.03%
ALERIAN MLP
BND
1.03%
TOTAL BND MRKT
MSFT
1.03%
COM
SCHZ
1%
US AGGREGATE B
CSCO
0.96%
COM
VDE
0.92%
ENERGY ETF
VCR
0.88%
CONSUM DIS ETF
EDIV
0.87%
S&P EM MKT DIV
VNQ
0.86%
REIT ETF
FLOT
0.86%
FLTG RATE BD ETF
T
0.82%
COM
BRK.B
0.81%
CL B NEW
VDC
0.81%
CONSUM STP ETF
IEFA
0.79%
CORE MSCI EAFE
APD
0.78%
COM
FNCL
0.78%
MSCI FINLS IDX
ADP
0.77%
COM
FTEC
0.76%
MSCI INFO TECH I
PEP
0.75%
COM
O
0.74%
COM
FHLC
0.68%
MSCI HLTH CARE I
USB
0.67%
COM NEW
COST
0.66%
COM
BA
0.65%
COM
ANET
0.63%
COM
WBA
0.61%
COM
MMM
0.59%
COM
NVS
0.58%
SPONSORED ADR
CMCSA
0.57%
CL A
ABT
0.56%
COM
TMO
0.56%
COM
PM
0.55%
COM
DVYE
0.54%
EM MKTS DIV ETF
CAT
0.54%
COM
IDV
0.53%
INTL SEL DIV ETF
EMR
0.52%
COM
FENY
0.5%
MSCI ENERGY IDX
BAC
0.48%
COM
GOOG
0.48%
CAP STK CL C
ABBV
0.47%
COM
IJH
0.47%
CORE S&P MCP ETF
FDX
0.46%
COM
YUM
0.45%
COM
AMZN
0.45%
COM
DUK
0.44%
COM NEW
CVS
0.44%
COM
XBI
0.44%
S&P BIOTECH
SAP
0.43%
SPON ADR
EMLP
0.42%
NO AMER ENERGY
FIDU
0.41%
MSCI INDL INDX
VYM
0.4%
HIGH DIV YLD
DWDP
0.39%
COM
SCHF
0.39%
INTL EQTY ETF
IBM
0.39%
COM
VAW
0.38%
MATERIALS ETF
MO
0.38%
COM
SJNK
0.37%
SHT TRM HGH YLD
IEZ
0.37%
US OIL EQ&SV ETF
HD
0.37%
COM
IEMG
0.36%
CORE MSCI EMKT
DON
0.35%
MIDCAP DIVI FD
AXP
0.35%
COM
DWX
0.34%
S&P INTL ETF
EFV
0.33%
EAFE VALUE ETF
BDX
0.33%
COM
TGT
0.31%
COM
GOOGL
0.3%
CAP STK CL A
BK
0.3%
COM
SCHE
0.29%
EMRG MKTEQ ETF
VRSN
0.29%
COM
GIS
0.29%
COM
BRK.A
0.29%
CL A
HYS
0.29%
0-5 HIGH YIELD
TOT
0.28%
SPONSORED ADR
IJR
0.27%
CORE S&P SCP ETF
ITW
0.27%
COM
SPY
0.27%
TR UNIT
FDIS
0.26%
MSCI CONSM DIS
IR
0.25%
SHS
FSTA
0.25%
CONSMR STAPLES
IBB
0.25%
NASDQ BIOTEC ETF
SPGI
0.25%
COM
SYK
0.24%
COM
GE
0.23%
COM
SBUX
0.23%
COM
DGX
0.22%
COM
NOV
0.21%
COM
CLX
0.21%
COM
DES
0.2%
SMALLCAP DIVID
INTU
0.2%
COM
YUMC
0.2%
COM
ILMN
0.19%
COM
SHW
0.19%
COM
UNH
0.19%
COM
ORCL
0.19%
COM
AAP
0.19%
COM
ZMH
0.19%
COM
LEG
0.19%
COM
VOX
0.19%
TELCOMM ETF
NVDA
0.19%
COM
GWW
0.18%
COM
FREL
0.18%
MSCI RL EST ETF
ALL
0.18%
COM
AZO
0.18%
COM
KO
0.18%
COM
DEM
0.18%
EMERG MKTS ETF
COP
0.17%
COM
FCOM
0.17%
TELECOMM SVCS
PCG
0.17%
COM
SQ
0.17%
CL A
BCE
0.16%
COM NEW
CINF
0.16%
COM
MCD
0.16%
COM
TXN
0.16%
COM
SO
0.16%
COM
GILD
0.15%
COM
BMY
0.14%
COM
IWF
0.14%
RUS 1000 GRW ETF
CTSH
0.13%
CL A
IWR
0.13%
RUS MID-CAP ETF
MXIM
0.13%
COM
RDS/A
0.13%
SPONS ADR A
GM
0.13%
COM
VTI
0.13%
TOTAL STK MKT
ANTM
0.13%
COM
ACWI
0.12%
MSCI ACWI ETF
HPQ
0.11%
COM
HAIN
0.11%
COM
DIS
0.11%
COM DISNEY
FMAT
0.11%
MSCI MATLS INDEX
CHD
0.11%
COM
EWX
0.1%
S&P EMKTSC ETF
KMB
0.1%
COM
MDLZ
0.1%
CL A
CB
0.1%
COM
LLY
0.1%
COM
AFL
0.1%
COM
UNP
0.09%
COM
SUB
0.09%
SHT NTLAMTFR ETF
IYW
0.08%
U.S. TECH ETF
LMT
0.08%
COM
CL
0.08%
COM
DVY
0.08%
SELECT DIVID ETF
IWM
0.08%
RUSSELL 2000 ETF
NFLX
0.08%
COM
SCHW
0.08%
COM
APC
0.08%
COM
HPE
0.08%
COM
EXPD
0.07%
COM
MUB
0.07%
NAT AMT FREE BD
SYY
0.07%
COM
ALLE
0.07%
ORD SHS
IWD
0.07%
RUS 1000 VAL ETF
JEC
0.06%
COM
AWK
0.06%
COM
BAX
0.05%
COM
AMGN
0.05%
COM
CPB
0.05%
COM
ATVI
0.05%
COM
CMF
0.05%
CALI AMT-FRE ETF
IYJ
0.04%
U.S. INDS ETF
HON
0.04%
COM
QCOM
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
PX
0.04%
COM
GLW
0.04%
COM
BP
0.04%
SPONSORED ADR
XLF
0.04%
SBI INT-FINL
IYH
0.04%
US HLTHCARE ETF
VBR
0.04%
SM CP VAL ETF
MRK
0.04%
COM
DE
0.04%
COM
HYG
0.03%
IBOXX HI YD ETF
AEP
0.03%
COM
IEI
0.03%
3-7 YR TR BD ETF
LQD
0.03%
IBOXX INV CP ETF
VT
0.03%
TT WRLD ST ETF
ITOT
0.03%
CORE S&P TTL STK
DXC
0.03%
COM
FGD
0.03%
DJ GLBL DIVID
VEA
0.03%
FTSE DEV MKT ETF
TJX
0.03%
COM
KHC
0.03%
COM
BEN
0.03%
COM
MDT
0.03%
SHS
SCZ
0.03%
EAFE SML CP ETF
IVW
0.03%
S&P 500 GRWT ETF
WMT
0.03%
COM
FAST
0.03%
COM
NEE
0.03%
COM
DOL
0.03%
INTL LRGCAP DV
PDCO
0.03%
COM
EEMS
0.02%
EM MKT SM-CP ETF
EMB
0.02%
JP MOR EM MK ETF
EFA
0.02%
MSCI EAFE ETF
EEM
0.02%
MSCI EMG MKT ETF
PH
0.02%
COM
APA
0.02%
COM
AOA
0.02%
AGGRES ALLOC ETF
GSK
0.02%
SPONSORED ADR
PAYX
0.02%
COM
TIP
0.02%
TIPS BD ETF
NAC
0.02%
COM
F
0.01%
COM PAR $0.01
PCTI
0.01%
COM
RBS
0.01%
SPONS ADR 20 ORD
ISTB
0.17%
CORE STRM USBD
KSS
0.14%
COM
SCHB
0.04%
US BRD MKT ETF
PSX
0.03%
COM
CENTA
0.03%
CL A NON-VTG
OMC
0.02%
COM
RSP
0.02%
S&P500 EQL WGT
FCX
0.02%
COM