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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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18
1
0
1
0
0
8
1
0
SONATA CAPITAL GROUP INC

Time Period2018-12-31

Total Holdings94

Total Value ($x1000)122,692
Activities
New0

Increased27

Unchanged32

Decreased35

Sold Out13

Top 10 Stock Holdingstotal 43.78%
IWN6.4

VYM5.65

IVW4.82

IWF4.81

IWR4.57

 
IJS3.92

VTI3.89

IWD3.34

IJH3.24

AMZN3.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWN
6.4%
RUS 2000 VAL ETF
VYM
5.65%
HIGH DIV YLD
IVW
4.82%
S&P 500 GRWT ETF
IWF
4.81%
RUS 1000 GRW ETF
IWR
4.57%
RUS MID-CAP ETF
IJS
3.92%
SP SMCP600VL ETF
VTI
3.89%
TOTAL STK MKT
IWD
3.34%
RUS 1000 VAL ETF
IJH
3.24%
CORE S&P MCP ETF
AMZN
3.14%
COM
IVE
3.02%
S&P 500 VAL ETF
MDY
2.31%
UTSER1 S&PDCRP
AAPL
2.17%
COM
VBR
2.12%
SM CP VAL ETF
IJJ
2.06%
S&P MC 400VL ETF
MUB
1.99%
NAT AMT FREE BD
MSFT
1.85%
COM
VCSH
1.64%
SHRT TRM CORP BD
IVV
1.43%
CORE S&P500 ETF
IJT
1.4%
SP SMCP600GR ETF
IWO
1.29%
RUS 2000 GRW ETF
BA
1.28%
COM
EEM
1.22%
MSCI EMG MKT ETF
IWS
1.17%
RUS MDCP VAL ETF
JPM
1.14%
COM
VGK
1.12%
FTSE EUROPE ETF
DVY
1.12%
SELECT DIVID ETF
VO
0.84%
MID CAP ETF
BRK.B
0.82%
CL B NEW
MRK
0.81%
COM
LQD
0.78%
IBOXX INV CP ETF
VTEB
0.76%
TAX-EXEMPT BD
COST
0.74%
COM
PFF
0.72%
U.S. PFD STK ETF
HYG
0.71%
IBOXX HI YD ETF
TIP
0.66%
TIPS BD ETF
VIG
0.66%
DIV APP ETF
JNJ
0.66%
COM
DTD
0.64%
TOTAL DIVID FD
SUB
0.63%
SHT NTLAMTFR ETF
PFE
0.62%
COM
SPY
0.61%
TR UNIT
IYW
0.61%
U.S. TECH ETF
ICF
0.58%
COHEN&STEER REIT
XLK
0.55%
TECHNOLOGY
IWV
0.54%
RUSSELL 3000 ETF
IYY
0.53%
DOW JONES US ETF
CVX
0.52%
COM
AGG
0.51%
CORE TOTUSBD ETF
BIV
0.49%
INTERMED TERM
VZ
0.49%
COM
CIU
0.47%
INTERM CR BD ETF
CWB
0.46%
BRC CNV SECS ETF
IJR
0.45%
CORE S&P SCP ETF
INTC
0.41%
COM
T
0.41%
COM
QQQ
0.4%
UNIT SER 1
HFWA
0.4%
COM
EFA
0.39%
MSCI EAFE ETF
VHT
0.38%
HEALTH CAR ETF
MCD
0.37%
COM
CLX
0.36%
COM
CSJ
0.36%
1-3 YR CR BD ETF
VCIT
0.35%
INT-TERM CORP
VGT
0.33%
INF TECH ETF
SBUX
0.32%
COM
SHY
0.31%
1-3 YR TR BD ETF
VONV
0.3%
VNG RUS1000VAL
CFT
0.29%
CREDIT BD ETF
WES
0.28%
COM UNIT LP IN
CMF
0.28%
CALI AMT-FRE ETF
MO
0.28%
COM
BND
0.26%
TOTAL BND MRKT
IYC
0.26%
U.S. CNSM SV ETF
ABBV
0.26%
COM
VOE
0.26%
MCAP VL IDXVIP
KLD
0.24%
USA ESG SLCT ETF
VONG
0.24%
VNG RUS1000GRW
CSCO
0.24%
COM
PG
0.23%
COM
DIS
0.23%
COM DISNEY
UNH
0.23%
COM
JWN
0.22%
COM
C
0.22%
COM NEW
BOND
0.22%
TOTL RETN ETF
XOM
0.22%
COM
VTWV
0.21%
VNG RUS2000VAL
BMY
0.2%
COM
IYH
0.2%
US HLTHCARE ETF
IYR
0.2%
U.S. REAL ES ETF
VCR
0.2%
CONSUM DIS ETF
PEP
0.19%
COM
IYJ
0.18%
U.S. INDS ETF
TSLA
0.16%
COM
KRE
0.34%
S&P REGL BKG
MMM
0.27%
COM
CL
0.17%
COM
SPDR DOW...
0.15%
ETF
UTX
0.15%
COM
VTV
0.15%
VALUE ETF
GOOG
0.14%
CAP STK CL C
ORCL
0.14%
COM
ZTS
0.14%
CL A
BAC
0.14%
COM
DWDP
0.14%
COM
GOOGL
0.14%
CAP STK CL A
ADOM
0.01%
COM