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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.
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1
RELAXING RETIREMENT COACH

Time Period2018-12-31

Total Holdings51

Total Value ($x1000)295,209
Activities
New1

Increased14

Unchanged7

Decreased29

Sold Out3

Top 10 Stock Holdingstotal 48.49%
IJH6.88

SCHX5.94

SCHO5.12

BWZ5.04

IVV4.95

 
IBND4.87

SCHC4.16

SCHR3.95

FNDF3.86

VBR3.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
6.88%
CORE S&P MCP ETF
SCHX
5.94%
US LRG CAP ETF
SCHO
5.12%
SHT TM US TRES
BWZ
5.04%
SHRT INTL ETF
IVV
4.95%
CORE S&P500 ETF
IBND
4.87%
BRCLY INTL CRP
SCHC
4.16%
INTL SCEQT ETF
SCHR
3.95%
INTRM TRM TRES
FNDF
3.86%
SCHWB FDT INT LG
VBR
3.72%
SM CP VAL ETF
SCHF
3.72%
INTL EQTY ETF
EFV
3.58%
EAFE VALUE ETF
VOE
3.32%
MCAP VL IDXVIP
VTV
3.21%
VALUE ETF
SCHH
3.04%
US REIT ETF
EWX
2.89%
S&P EMKTSC ETF
IJR
2.83%
CORE S&P SCP ETF
FNDC
2.79%
SCHWB FDT INT SC
SCHE
2.75%
EMRG MKTEQ ETF
FLRN
2.57%
INV GRD FLT RT
FNDE
2.37%
SCHWB FDT EMK LG
SCHM
2.25%
US MID-CAP ETF
FNDA
1.74%
SCHWAB FDT US SC
IVOV
1.67%
MIDCP 400 VAL
VTWV
1.47%
VNG RUS2000VAL
SCHG
1.27%
US LCAP GR ETF
SUB
1.27%
SHT NTLAMTFR ETF
SCHA
1.21%
US SML CAP ETF
VWO
1.04%
FTSE EMR MKT ETF
IVOG
0.98%
MIDCP 400 GRTH
VTWG
0.93%
VNG RUS2000GRW
SCHV
0.62%
US LCAP VA ETF
VBK
0.58%
SML CP GRW ETF
VOT
0.51%
MCAP GR IDXVIP
GWL
0.5%
S&P WRLD EX US
VOOG
0.29%
500 GRTH IDX F
VEA
0.24%
FTSE DEV MKT ETF
VSS
0.24%
FTSE SMCAP ETF
ABT
0.2%
COM
EFG
0.2%
EAFE GRWTH ETF
IVOO
0.19%
MIDCP 400 IDX
VB
0.14%
SMALL CP ETF
VOOV
0.13%
500 VAL IDX FD
CWI
0.13%
MSCI ACWI EXUS
PG
0.11%
COM
ABMD
0.11%
COM
AEP
0.1%
COM
IJK
0.08%
S&P MC 400GR ETF
VUG
0.08%
GROWTH ETF
IBM
0.07%
COM
SCHD
0.07%
US DIVIDEND EQ
VIG
0.1%
DIV APP ETF
IJT
0.07%
SP SMCP600GR ETF
TRV
0.06%
COM