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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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Value
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Small
Growth
7
0
1
0
0
0
2
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SJA FINANCIAL ADVISORY LLC

Time Period2018-12-31

Total Holdings52

Total Value ($x1000)112,511
Activities
New18

Increased20

Unchanged0

Decreased14

Sold Out4

Top 10 Stock Holdingstotal 65.33%
IEFA13.3

IVV10.44

IJK7.57

IVE6.23

IEMG6.07

 
VEA5.4

IVW4.69

IJS4.2

AGG4.05

IWD3.38

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
13.3%
CORE MSCI EAFE
IVV
10.44%
CORE S&P500 ETF
IJK
7.57%
S&P MC 400GR ETF
IVE
6.23%
S&P 500 VAL ETF
IEMG
6.07%
CORE MSCI EMKT
VEA
5.4%
FTSE DEV MKT ETF
IVW
4.69%
S&P 500 GRWT ETF
IJS
4.2%
SP SMCP600VL ETF
AGG
4.05%
CORE TOTUSBD ETF
IWD
3.38%
RUS 1000 VAL ETF
IJJ
3.3%
S&P MC 400VL ETF
FMAT
2.92%
MSCI MATLS INDEX
IJT
2.44%
SP SMCP600GR ETF
IJH
2%
CORE S&P MCP ETF
VNQ
1.82%
REIT ETF
IGOV
1.59%
INTL TREA BD ETF
JNJ
1.56%
COM
IYR
1.43%
U.S. REAL ES ETF
SCHX
1.27%
US LRG CAP ETF
SHM
1.13%
NUVN BR SHT MUNI
SCHG
1.09%
US LCAP GR ETF
IXUS
1.04%
CORE MSCITOTAL
IWF
1.04%
RUS 1000 GRW ETF
IWB
0.92%
RUS 1000 ETF
SCHV
0.87%
US LCAP VA ETF
JCI
0.78%
SHS
GMM
0.65%
EMERG MKTS ETF
SCHZ
0.63%
US AGGREGATE B
MMM
0.59%
COM
SUB
0.59%
SHT NTLAMTFR ETF
EMR
0.57%
COM
MDYG
0.54%
S&P 400 MDCP GRW
JPM
0.49%
COM
IWR
0.48%
RUS MID-CAP ETF
IJR
0.44%
CORE S&P SCP ETF
BNDX
0.4%
INTL BD IDX ETF
MDYV
0.39%
S&P 400 MDCP VAL
ATO
0.38%
COM
MDY
0.33%
UTSER1 S&PDCRP
SCHF
0.3%
INTL EQTY ETF
INTC
0.29%
COM
IWM
0.29%
RUSSELL 2000 ETF
DE
0.26%
COM
SLYG
0.23%
S&P 600 SMCP GRW
CXH
0.23%
SH BEN INT
ITOT
0.22%
CORE S&P TTL STK
SPY
0.22%
TR UNIT
SCHH
0.21%
US REIT ETF
IWN
0.19%
RUS 2000 VAL ETF
ISTB
0.18%
CORE STRM USBD
ITW
0.18%
COM
KO
0.18%
COM
SCHE
0.34%
EMRG MKTEQ ETF
SCHA
0.22%
US SML CAP ETF
SLYV
0.22%
S&P 600 SMCP VAL
RPAI
0.11%
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