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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
41
3
4
1
2
0
27
9
2
STRATEGIC FINANCIAL SERVICES INC

Time Period2018-12-31

Total Holdings130

Total Value ($x1000)639,285
Activities
New32

Increased66

Unchanged0

Decreased32

Sold Out22

Top 10 Stock Holdingstotal 43.92%
INTF8.9

IWF5.33

VIG5.19

VCSH4.96

GVI4.33

 
SMLF4.33

EMGF3.32

GLD2.78

FLRN2.39

IEFA2.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
INTF
8.9%
FCTSL MSCI INT
IWF
5.33%
RUS 1000 GRW ETF
VIG
5.19%
DIV APP ETF
VCSH
4.96%
SHRT TRM CORP BD
GVI
4.33%
INTRM GOV/CR ETF
SMLF
4.33%
MSCI USA SMLCP
EMGF
3.32%
FACTORSELECT MSC
GLD
2.78%
GOLD SHS
FLRN
2.39%
INV GRD FLT RT
IEFA
2.39%
CORE MSCI EAFE
IEMG
2.26%
CORE MSCI EMKT
TIP
2.08%
TIPS BD ETF
IWM
1.7%
RUSSELL 2000 ETF
AAPL
1.69%
COM
JPM
1.29%
COM
V
1.16%
COM CL A
MRK
1.12%
COM
MTB
1.06%
COM
UNH
1.04%
COM
ANTM
1.04%
COM
MSFT
1.03%
COM
BLK
1.01%
COM
NEE
1%
COM
XOM
0.99%
COM
GOOG
0.98%
CAP STK CL C
PFE
0.97%
COM
INTC
0.87%
COM
SCHX
0.86%
US LRG CAP ETF
PEP
0.84%
COM
DLTR
0.82%
COM
CSCO
0.81%
COM
MDT
0.8%
SHS
BK
0.75%
COM
JNJ
0.75%
COM
PSX
0.75%
COM
BBT
0.75%
COM
USB
0.73%
COM NEW
ORCL
0.73%
COM
DIS
0.7%
COM DISNEY
VZ
0.69%
COM
TJX
0.69%
COM
BKNG
0.67%
COM
CVS
0.67%
COM
EXPE
0.67%
COM NEW
CVX
0.64%
COM
MCK
0.62%
COM
MDLZ
0.61%
CL A
PG
0.6%
COM
QCOM
0.59%
COM
SWKS
0.58%
COM
UNP
0.58%
COM
EPI
0.57%
INDIA ERNGS FD
XBI
0.56%
S&P BIOTECH
TRV
0.55%
COM
HXL
0.54%
COM
FB
0.52%
CL A
CTSH
0.49%
CL A
WMT
0.49%
COM
BBH
0.46%
BIOTECH ETF
CL
0.44%
COM
WSM
0.43%
COM
HON
0.42%
COM
UTX
0.42%
COM
T
0.42%
COM
ENB
0.42%
COM
VTR
0.41%
COM
ULTA
0.41%
COM
NXPI
0.41%
COM
PRU
0.4%
COM
SCHZ
0.39%
US AGGREGATE B
FAST
0.39%
COM
BSCJ
0.39%
BULSHS 2019 CB
VTI
0.38%
TOTAL STK MKT
CHRW
0.37%
COM NEW
CHD
0.36%
COM
COST
0.36%
COM
LRCX
0.36%
COM
BA
0.35%
COM
HSIC
0.35%
COM
KLAC
0.35%
COM
VEU
0.35%
ALLWRLD EX US
LRGF
0.34%
FCTSLC MSCI US
DE
0.33%
COM
LIN
0.33%
COM
TEL
0.31%
REG SHS
CAT
0.3%
COM
XYL
0.28%
COM
ALB
0.26%
COM
BSV
0.26%
SHORT TRM BOND
SCHF
0.22%
INTL EQTY ETF
IBM
0.16%
COM
PM
0.14%
COM
SCHE
0.12%
EMRG MKTEQ ETF
SCHA
0.11%
US SML CAP ETF
MO
0.1%
COM
USMV
0.09%
USA MIN VOL ETF
ADP
0.09%
COM
CBU
0.09%
COM
GE
0.09%
COM
NBTB
0.08%
COM
BRK.B
0.08%
CL B NEW
CSX
0.08%
COM
ABBV
0.08%
COM
IPGP
0.07%
COM
BMY
0.07%
COM
NKE
0.07%
CL B
AMZN
0.06%
COM
DELL
0.06%
CL C
GOOGL
0.06%
CAP STK CL A
VB
0.06%
SMALL CP ETF
SGOL
0.06%
PHYSCL SWISS GLD
PSA
0.06%
COM
CNMD
0.05%
COM
TMO
0.05%
COM
MCD
0.05%
COM
SCHP
0.05%
US TIPS ETF
MTUM
0.05%
MSCI USAMOMFCT
BDX
0.05%
COM
CMCSA
0.04%
CL A
IBND
0.04%
BRCLY INTL CRP
KO
0.04%
COM
ABT
0.04%
COM
AXP
0.04%
COM
BHLB
0.04%
COM
PPG
0.04%
COM
MMM
0.04%
COM
IAU
0.02%
ISHARES
AMPE
0.01%
COM
APEN
0.01%
COM
YOGA
< 0.01%
COM
SLB
0.53%
COM
HBC
0.49%
SPON ADR NEW
LKQ
0.4%
COM
BSCJ
0.37%
GUG BULL2019 E
MKC
0.36%
COM NON VTG
PX
0.33%
COM
WEC
0.32%
COM
EQT
0.25%
COM
EXP
0.25%
COM
DVMT
0.19%
COM CL V
KINDERHO...
0.09%
COM
VBR
0.07%
SM CP VAL ETF
NVDA
0.07%
COM
SGOL
0.05%
SHS
EFA
0.04%
MSCI EAFE ETF
NVCR
0.04%
ORD SHS
HAL
0.04%
COM
HD
0.03%
COM
ALL
0.03%
COM
VUG
0.03%
GROWTH ETF
THE HYDR...
0.01%
COM
ITRONICS...
< 0.01%
COM