Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
45
0
1
1
0
0
28
1
0
STEARNS FINANCIAL SERVICES GROUP

Time Period2019-03-31

Total Holdings170

Total Value ($x1000)529,609
Activities
New11

Increased42

Unchanged18

Decreased99

Sold Out11

Top 10 Stock Holdingstotal 65.76%
VEU12.12

BND9.83

VIG8.27

RODM6.65

VUG6.63

 
SCHO6.43

IEI4.4

VTIP4.33

USMF3.88

VGT3.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEU
12.12%
ALLWRLD EX US
BND
9.83%
TOTAL BND MRKT
VIG
8.27%
DIV APP ETF
RODM
6.65%
DEV MK X US ST
VUG
6.63%
GROWTH ETF
SCHO
6.43%
SHT TM US TRES
IEI
4.4%
3-7 YR TR BD ETF
VTIP
4.33%
STRM INFPROIDX
USMF
3.88%
US MULTIFACTOR
VGT
3.22%
INF TECH ETF
IAU
2.52%
ISHARES
VYM
1.96%
HIGH DIV YLD
IWP
1.85%
RUS MD CP GR ETF
SCHB
1.47%
US BRD MKT ETF
MSFT
1.18%
COM
SCHE
1.15%
EMRG MKTEQ ETF
BRK.B
1.1%
CL B NEW
JNJ
1.07%
COM
INTC
0.82%
COM
AAPL
0.75%
COM
EFA
0.7%
MSCI EAFE ETF
EFV
0.69%
EAFE VALUE ETF
SST
0.66%
SHRT TRSRY ETF
PEP
0.62%
COM
LOW
0.58%
COM
CVX
0.55%
COM
CSCO
0.51%
COM
XOM
0.5%
COM
UTX
0.5%
COM
SCHV
0.49%
US LCAP VA ETF
MMM
0.45%
COM
SCHF
0.44%
INTL EQTY ETF
XLF
0.44%
SBI INT-FINL
IWM
0.42%
RUSSELL 2000 ETF
SCHG
0.39%
US LCAP GR ETF
VZ
0.35%
COM
BBT
0.34%
COM
XLE
0.33%
SBI INT-ENERGY
ORCL
0.32%
COM
EFG
0.3%
EAFE GRWTH ETF
ADP
0.3%
COM
ABT
0.29%
COM
GOOGL
0.27%
CAP STK CL A
PG
0.27%
COM
HD
0.26%
COM
JPM
0.26%
COM
SYY
0.24%
COM
WMT
0.24%
COM
BA
0.23%
COM
MCD
0.23%
COM
PFE
0.22%
COM
ESGD
0.22%
MSCI EAFE ESG
UPS
0.21%
CL B
COP
0.2%
COM
BAC
0.2%
COM
V
0.2%
COM CL A
ABBV
0.2%
COM
IBM
0.2%
COM
SCHD
0.19%
US DIVIDEND EQ
MO
0.18%
COM
KLD
0.18%
USA ESG SLCT ETF
AMZN
0.17%
COM
QQQ
0.17%
UNIT SER 1
T
0.16%
COM
WFC
0.16%
COM
TXN
0.15%
COM
UNP
0.15%
COM
KO
0.15%
COM
SYK
0.15%
COM
PAYX
0.14%
COM
GOOG
0.14%
CAP STK CL C
SCHA
0.14%
US SML CAP ETF
AMGN
0.13%
COM
SPY
0.13%
TR UNIT
ITW
0.13%
COM
XLI
0.12%
SBI INT-INDS
SHE
0.12%
SSGA GNDER ETF
BRK.A
0.11%
CL A
IOO
0.11%
GLOBAL 100 ETF
WBA
0.11%
COM
NVS
0.1%
SPONSORED ADR
PM
0.1%
COM
TOT
0.09%
SPONSORED ADR
DUK
0.09%
COM NEW
STI
0.09%
COM
KMB
0.09%
COM
CVS
0.09%
COM
MRK
0.09%
COM
IWF
0.08%
RUS 1000 GRW ETF
XLV
0.08%
SBI HEALTHCARE
GLD
0.08%
GOLD SHS
QUAL
0.08%
MSCI USA QLT FAC
NTRS
0.07%
COM
QCOM
0.07%
COM
FAST
0.07%
COM
BMY
0.07%
COM
CSX
0.06%
COM
DWDP
0.06%
COM
AFL
0.06%
COM
CL
0.06%
COM
SCHC
0.06%
INTL SCEQT ETF
CAT
0.05%
COM
BMS
0.05%
COM
DHR
0.05%
COM
DSI
0.05%
MSCI KLD400 SOC
EMR
0.05%
COM
BF/B
0.05%
CL B
IVV
0.05%
CORE S&P500 ETF
MDLZ
0.05%
CL A
VFC
0.05%
COM
TGT
0.05%
COM
AGG
0.05%
CORE TOTUSBD ETF
ADM
0.05%
COM
EEM
0.05%
MSCI EMG MKT ETF
DIS
0.05%
COM DISNEY
NSC
0.05%
COM
IXJ
0.05%
GLOB HLTHCRE ETF
LLY
0.04%
COM
VOO
0.04%
SHS
UNH
0.04%
COM
CRM
0.04%
COM
BKNG
0.04%
COM
NKE
0.04%
CL B
WM
0.04%
COM
GE
0.04%
COM
GMM
0.04%
EMERG MKTS ETF
NULG
0.04%
ESG LARGE CAP
OUNZ
0.04%
SHS
NULV
0.03%
ESG LRG VALUE
IWB
0.03%
RUS 1000 ETF
CSJ
0.03%
1-3 YR CR BD ETF
DVY
0.03%
SELECT DIVID ETF
VB
0.03%
SMALL CP ETF
DGT
0.03%
GLB DOW ETF
NUMG
0.03%
ESG MID CAP
VNQ
0.03%
REIT ETF
CWI
0.02%
MSCI ACWI EXUS
THRK
0.02%
RUSSELL 3000 ETF
IWV
0.02%
RUSSELL 3000 ETF
VTI
0.02%
TOTAL STK MKT
IVW
0.02%
S&P 500 GRWT ETF
IWR
0.02%
RUS MID-CAP ETF
VTV
0.01%
VALUE ETF
SDY
0.01%
S&P DIVID ETF
SCHX
0.01%
US LRG CAP ETF
TIP
0.01%
TIPS BD ETF
SHY
0.01%
1-3 YR TR BD ETF
VWO
0.01%
FTSE EMR MKT ETF
IJH
0.01%
CORE S&P MCP ETF
IYR
0.01%
U.S. REAL ES ETF
XLK
0.01%
TECHNOLOGY
IWO
0.01%
RUS 2000 GRW ETF
TSLA
0.01%
COM
(NOTE)
< 0.01%
NOTE 1.250% 3/0
IJR
< 0.01%
CORE S&P SCP ETF
IWD
< 0.01%
RUS 1000 VAL ETF
BLV
< 0.01%
LONG TERM BOND
IGE
< 0.01%
NA NAT RES
BSV
< 0.01%
SHORT TRM BOND
GVI
< 0.01%
INTRM GOV/CR ETF
SCHZ
< 0.01%
US AGGREGATE B
SCHR
< 0.01%
INTRM TRM TRES
XLY
< 0.01%
SBI CONS DISCR
IXC
< 0.01%
GLOBAL ENERG ETF
IJK
< 0.01%
S&P MC 400GR ETF
KRE
< 0.01%
S&P REGL BKG
SCHM
< 0.01%
US MID-CAP ETF
SCHH
< 0.01%
US REIT ETF
LQD
< 0.01%
IBOXX INV CP ETF
VBR
< 0.01%
SM CP VAL ETF
VEA
0.07%
FTSE DEV MKT ETF
NEE
0.06%
COM
LMT
0.05%
COM
BIIB
0.05%
COM
FDX
0.05%
COM
DE
0.04%
COM
WFC/PL
0.03%
PERP PFD CNV A
GWX
0.01%
S&P INTL SMLCP
IJT
< 0.01%
SP SMCP600GR ETF
IWN
< 0.01%
RUS 2000 VAL ETF
RWX
< 0.01%
DJ INTL RL ETF