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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.
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Market Cap
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Value
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Small
Growth
3
0
1
0
2
0
6
0
2
REGIS MANAGEMENT CO LLC

Time Period2019-03-31

Total Holdings58

Total Value ($x1000)627,393
Activities
New3

Increased9

Unchanged29

Decreased17

Sold Out3

Top 10 Stock Holdingstotal 79.08%
VTI22.15

VEA11.85

VWO10.02

VNQ8.32

EFA6.55

 
XLE5.93

BOND4.99

IYR3.28

VDE3

IEFA2.99

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
22.15%
TOTAL STK MKT
VEA
11.85%
FTSE DEV MKT ETF
VWO
10.02%
FTSE EMR MKT ETF
VNQ
8.32%
REIT ETF
EFA
6.55%
MSCI EAFE ETF
XLE
5.93%
SBI INT-ENERGY
BOND
4.99%
TOTL RETN ETF
IYR
3.28%
U.S. REAL ES ETF
VDE
3%
ENERGY ETF
IEFA
2.99%
CORE MSCI EAFE
VTEB
1.83%
TAX-EXEMPT BD
ACWI
1.79%
MSCI ACWI ETF
NFLX
1.78%
COM
IEMG
1.45%
CORE MSCI EMKT
MUB
1.3%
NAT AMT FREE BD
TSLA
1.12%
COM
BERKSHIR...
1.07%
COM
IWV
0.95%
RUSSELL 3000 ETF
AGG
0.94%
CORE TOTUSBD ETF
SCHB
0.78%
US BRD MKT ETF
FB
0.72%
CL A
GWRE
0.67%
COM
VCIT
0.56%
INT-TERM CORP
PWZ
0.54%
CALIF AMT MUN
ICF
0.49%
COHEN&STEER REIT
PEN
0.48%
COM
OXY
0.45%
COM
SPY
0.42%
TR UNIT
BND
0.41%
TOTAL BND MRKT
MRK
0.39%
COM
TWLO
0.25%
CL A
XLU
0.22%
SBI INT-UTILS
BRK.A
0.19%
CL A
RCM
0.18%
COM
ROKU
0.16%
CL A
SCHH
0.15%
US REIT ETF
EIGI
0.15%
COM
AAPL
0.15%
COM
CMC
0.14%
COM
CSM
0.11%
PSHS LC COR PLUS
CMCSA
0.11%
CL A
SREV
0.1%
COM
EPD
0.09%
COM
EEM
0.09%
MSCI EMG MKT ETF
KLAC
0.08%
COM
DIS
0.07%
COM DISNEY
IJH
0.07%
CORE S&P MCP ETF
LQD
0.06%
IBOXX INV CP ETF
MMP
0.06%
COM UNIT RP LP
GKOS
0.06%
COM
VT
0.06%
TT WRLD ST ETF
DVY
0.05%
SELECT DIVID ETF
ETE
0.05%
COM UT LTD PTN
GLD
0.04%
GOLD SHS
PAA
0.04%
UNIT LTD PARTN
UDR
0.03%
COM
SCHF
0.03%
INTL EQTY ETF
DRRX
0.01%
COM
RPD
0.15%
COM
EXLS
0.08%
COM
FUV
0.02%
COM