Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
23
0
0
1
0
0
17
0
0
REDW STANLEY FINANCIAL ADVISORS LLC

Time Period2018-12-31

Total Holdings79

Total Value ($x1000)145,324
Activities
New5

Increased23

Unchanged23

Decreased28

Sold Out10

Top 10 Stock Holdingstotal 75.5%
JPST32.82

VNQ14.58

XT6.42

RSP4.92

VO4.4

 
SPY4.05

BSV2.85

VWO2.01

BRK.B1.86

AAPL1.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPST
32.82%
ULTRA SHRT INC
VNQ
14.58%
REIT ETF
XT
6.42%
EXPONEN TECHNO
RSP
4.92%
S&P500 EQL WGT
VO
4.4%
MID CAP ETF
SPY
4.05%
TR UNIT
BSV
2.85%
SHORT TRM BOND
VWO
2.01%
FTSE EMR MKT ETF
BRK.B
1.86%
CL B NEW
AAPL
1.59%
COM
VEA
1.34%
FTSE DEV MKT ETF
SCHF
1.32%
INTL EQTY ETF
VTI
1.1%
TOTAL STK MKT
BND
1.07%
TOTAL BND MRKT
MSFT
1.06%
COM
VUG
1.06%
GROWTH ETF
INTC
0.95%
COM
ARKK
0.91%
INNOVATION ETF
SCHB
0.89%
US BRD MKT ETF
VB
0.78%
SMALL CP ETF
BIV
0.56%
INTERMED TERM
SCHE
0.53%
EMRG MKTEQ ETF
VTIP
0.45%
STRM INFPROIDX
INTU
0.45%
COM
JPM
0.45%
COM
MMM
0.45%
COM
IVW
0.41%
S&P 500 GRWT ETF
PG
0.37%
COM
AMZN
0.37%
COM
SCHH
0.36%
US REIT ETF
UNP
0.33%
COM
WMT
0.31%
COM
IWM
0.3%
RUSSELL 2000 ETF
XOM
0.29%
COM
VTV
0.28%
VALUE ETF
SCHZ
0.27%
US AGGREGATE B
JNJ
0.27%
COM
V
0.27%
COM CL A
IWR
0.27%
RUS MID-CAP ETF
IWD
0.25%
RUS 1000 VAL ETF
T
0.25%
COM
LIN
0.24%
COM
EEM
0.23%
MSCI EMG MKT ETF
IVV
0.23%
CORE S&P500 ETF
DHR
0.23%
COM
MA
0.22%
CL A
IWF
0.22%
RUS 1000 GRW ETF
MDY
0.22%
UTSER1 S&PDCRP
BIIB
0.22%
COM
SCHR
0.21%
INTRM TRM TRES
FB
0.21%
CL A
CVX
0.2%
COM
BAC
0.19%
COM
CSCO
0.18%
COM
COF
0.18%
COM
LAG
0.18%
BRCLYS AGG ETF
VYM
0.18%
HIGH DIV YLD
MMC
0.17%
COM
RTN
0.17%
COM NEW
NSC
0.17%
COM
NEE
0.17%
COM
BA
0.17%
COM
SBUX
0.16%
COM
DWDP
0.16%
COM
VZ
0.15%
COM
IJH
0.15%
CORE S&P MCP ETF
TXN
0.15%
COM
GOOG
0.15%
CAP STK CL C
AMT
0.15%
COM
MDLZ
0.15%
CL A
CAT
0.15%
COM
AXP
0.14%
COM
PFE
0.14%
COM
ABT
0.14%
COM
WFC
0.14%
COM
KMI
0.12%
COM
F
0.1%
COM PAR $0.01
JHI
0.1%
COM
HIO
0.06%
COM
BMY
0.26%
COM
SCHO
0.25%
SHT TM US TRES
PX
0.23%
COM
UPS
0.2%
CL B
GOOGL
0.2%
CAP STK CL A
EFA
0.16%
MSCI EAFE ETF
MO
0.15%
COM
BP
0.15%
SPONSORED ADR
SCHM
0.15%
US MID-CAP ETF
DHY
0.02%
SH BEN INT