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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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Growth
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SUMMIT FINANCIAL LLC

Time Period2019-03-31

Total Holdings51

Total Value ($x1000)582,773
Activities
New7

Increased25

Unchanged3

Decreased16

Sold Out3

Top 10 Stock Holdingstotal 94.14%
VTI49.04

VEU20.18

VOE5.43

VTV4.99

GNR4.32

 
VBR3.95

USCI2.74

VDE2.28

IUSB0.67

MUB0.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VTI
49.04%
TOTAL STK MKT
VEU
20.18%
ALLWRLD EX US
VOE
5.43%
MCAP VL IDXVIP
VTV
4.99%
VALUE ETF
GNR
4.32%
GLB NAT RESRCE
VBR
3.95%
SM CP VAL ETF
USCI
2.74%
COMM IDX FND
VDE
2.28%
ENERGY ETF
IUSB
0.67%
CORE TL USD BD
MUB
0.54%
NAT AMT FREE BD
VEA
0.53%
FTSE DEV MKT ETF
AOR
0.36%
GRWT ALLOCAT ETF
IWW
0.33%
RUS 3000 VAL ETF
VCIT
0.32%
INT-TERM CORP
BIV
0.32%
INTERMED TERM
AGG
0.28%
CORE TOTUSBD ETF
IWB
0.27%
RUS 1000 ETF
VWO
0.25%
FTSE EMR MKT ETF
SCHX
0.18%
US LRG CAP ETF
BND
0.16%
TOTAL BND MRKT
EPD
0.15%
COM
IWN
0.15%
RUS 2000 VAL ETF
IWO
0.15%
RUS 2000 GRW ETF
ETE
0.14%
COM UT LTD PTN
PAA
0.13%
UNIT LTD PARTN
IXUS
0.13%
CORE MSCITOTAL
WES
0.12%
COM UNIT LP INT
MMP
0.12%
COM UNIT RP LP
IWM
0.12%
RUSSELL 2000 ETF
MPLX
0.12%
COM UNIT REP LTD
VNQ
0.11%
REIT ETF
DPM
0.11%
COM UT LTD PTN
ANDX
0.1%
UNIT LP INT
JPM
0.1%
COM
AOM
0.09%
MODERT ALLOC ETF
BPL
0.09%
UNIT LTD PARTN
SCHA
0.09%
US SML CAP ETF
EQM
0.09%
UNIT LTD PARTN
IAGG
0.08%
CORE INTL AGGR
TIP
0.07%
TIPS BD ETF
IEFA
0.07%
CORE MSCI EAFE
SCHV
0.07%
US LCAP VA ETF
VUG
0.07%
GROWTH ETF
VO
0.07%
MID CAP ETF
ISTB
0.06%
CORE STRM USBD
ITOT
0.05%
CORE S&P TTL STK
EMLC
0.05%
JP MORGAN MKTS
VSS
0.05%
FTSE SMCAP ETF
SUB
0.05%
SHT NTLAMTFR ETF
AMLP
0.04%
ALERIAN MLP
EMB
0.03%
JP MOR EM MK ETF
WES
0.12%
COM UNIT LP IN
EMLC
0.07%
JP MORGAN MKTS
IVE
0.05%
S&P 500 VAL ETF