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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
28
2
3
1
2
0
18
3
1
SECREST BLAKEY ASSOCIATES LLC

Time Period2019-03-31

Total Holdings124

Total Value ($x1000)102,945
Activities
New30

Increased14

Unchanged17

Decreased63

Sold Out13

Top 10 Stock Holdingstotal 40.43%
IVV7.71

SCHZ6.38

VYM4.47

SCHG4.41

VCSH3.98

 
SCHM3.18

EFAV2.94

IWM2.67

EFA2.45

PDI2.24

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
7.71%
CORE S&P500 ETF
SCHZ
6.38%
US AGGREGATE B
VYM
4.47%
HIGH DIV YLD
SCHG
4.41%
US LCAP GR ETF
VCSH
3.98%
SHRT TRM CORP BD
SCHM
3.18%
US MID-CAP ETF
EFAV
2.94%
EAFE MIN VOL ETF
IWM
2.67%
RUSSELL 2000 ETF
EFA
2.45%
MSCI EAFE ETF
PDI
2.24%
SHS
VZ
2.1%
COM
PCI
2.04%
COM SHS
GSY
1.93%
ULTRA SHRT DUR
AAPL
1.89%
COM
ENB
1.55%
COM
BND
1.54%
TOTAL BND MRKT
VCLT
1.49%
LG-TERM COR BD
PG
1.48%
COM
JNJ
1.46%
COM
GLD
1.37%
GOLD SHS
SCHD
1.34%
US DIVIDEND EQ
UPS
1.32%
CL B
SDOG
1.31%
SECTR DIV DOGS
AMZN
1.2%
COM
WFC
1.18%
COM
USMV
1.05%
USA MIN VOL ETF
SCHB
1.03%
US BRD MKT ETF
HCN
1.02%
COM
D
0.95%
COM
LLY
0.95%
COM
TLT
0.92%
20+ YR TR BD ETF
VTR
0.91%
COM
SO
0.89%
COM
AMGN
0.88%
COM
AEP
0.86%
COM
MO
0.85%
COM
IJH
0.83%
CORE S&P MCP ETF
BA
0.81%
COM
T
0.81%
COM
XOM
0.79%
COM
LOW
0.78%
COM
MSFT
0.76%
COM
PM
0.76%
COM
PFE
0.75%
COM
CVX
0.66%
COM
PPL
0.66%
COM
V
0.62%
COM CL A
AGG
0.6%
CORE TOTUSBD ETF
BLK
0.59%
COM
NKE
0.59%
CL B
INTC
0.57%
COM
JPM
0.57%
COM
GIS
0.56%
COM
COST
0.56%
COM
SYY
0.55%
COM
SBUX
0.51%
COM
DIS
0.51%
COM DISNEY
KO
0.5%
COM
CME
0.48%
COM
PII
0.48%
COM
SCHF
0.47%
INTL EQTY ETF
O
0.45%
COM
SCHR
0.45%
INTRM TRM TRES
SCHX
0.44%
US LRG CAP ETF
LMT
0.4%
COM
MUB
0.4%
NAT AMT FREE BD
SCHE
0.4%
EMRG MKTEQ ETF
RY
0.4%
COM
PEP
0.39%
COM
IBM
0.34%
COM
HIW
0.32%
COM
FB
0.32%
CL A
CMP
0.31%
COM
ADP
0.3%
COM
GPC
0.3%
COM
SCHA
0.3%
US SML CAP ETF
SSO
0.29%
PSHS ULT S&P 500
VEU
0.28%
ALLWRLD EX US
MMM
0.28%
COM
BBT
0.27%
COM
PPG
0.26%
COM
PAYX
0.26%
COM
GLW
0.25%
COM
PNFP
0.25%
COM
EMR
0.25%
COM
AWK
0.23%
COM
GE
0.23%
COM
CREE
0.21%
COM
TOT
0.21%
SPONSORED ADR
TSM
0.2%
SPONSORED ADR
CFMS
0.16%
COM
DVY
0.13%
SELECT DIVID ETF
TEF
0.13%
SPONSORED ADR
SUB
0.12%
SHT NTLAMTFR ETF
SCHO
0.11%
SHT TM US TRES
IWF
0.1%
RUS 1000 GRW ETF
ITIC
0.07%
COM
ITOT
0.07%
CORE S&P TTL STK
VPU
0.06%
UTILITIES ETF
IEF
0.05%
7-10 Y TR BD ETF
IRM
0.04%
COM
IJR
0.03%
CORE S&P SCP ETF
KLD
0.02%
USA ESG SLCT ETF
CSJ
0.02%
1-3 YR CR BD ETF
FAST
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
IVW
0.02%
S&P 500 GRWT ETF
ICF
0.02%
COHEN&STEER REIT
IWR
0.01%
RUS MID-CAP ETF
JNJ
0.01%
CALL
FLOT
0.01%
FLTG RATE BD ETF
PG
0.01%
CALL
PM
0.01%
CALL
KO
0.01%
CALL
LQD
0.01%
IBOXX INV CP ETF
IBB
0.01%
NASDQ BIOTEC ETF
ACWI
0.01%
MSCI ACWI ETF
FAST
0.01%
CALL
GIS
< 0.01%
PUT
VWO
< 0.01%
FTSE EMR MKT ETF
IEI
< 0.01%
3-7 YR TR BD ETF
GE
< 0.01%
CALL
SHY
< 0.01%
1-3 YR TR BD ETF
HYG
< 0.01%
IBOXX HI YD ETF
VIG
4.13%
DIV APP ETF
NEE
0.73%
COM
IYW
0.48%
U.S. TECH ETF
IEMG
0.26%
CORE MSCI EMKT
AMZN
0.25%
CALL
MINT
0.24%
ENHAN SHRT MAT
XLY
0.22%
SBI CONS DISCR
VHT
0.19%
HEALTH CAR ETF
ABBV
0.18%
COM
GAL
0.18%
GLOBL ALLO ETF
XLF
0.17%
SBI INT-FINL
PEP
0.09%
CALL
VLRS
0.09%
SPON ADR RP 10