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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
52
2
6
1
4
0
36
6
5
SVA PLUMB WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings209

Total Value ($x1000)1,034,709
Activities
New15

Increased83

Unchanged20

Decreased91

Sold Out13

Top 10 Stock Holdingstotal 47.76%
SCHM8.64

IEF8.6

DON6.06

SCHX5.99

JPUS4.65

 
VXUS4.4

EES3.95

AAPL1.94

MSFT1.87

V1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHM
8.64%
US MID-CAP ETF
IEF
8.6%
7-10 Y TR BD ETF
DON
6.06%
MIDCAP DIVI FD
SCHX
5.99%
US LRG CAP ETF
JPUS
4.65%
F JPMORGAN DIVER
VXUS
4.4%
VG TL INTL STK F
EES
3.95%
SMLCAP EARN FD
AAPL
1.94%
COM
MSFT
1.87%
COM
V
1.66%
COM CL A
JNJ
1.42%
COM
JPM
1.15%
COM
PEP
1.03%
COM
SCHZ
1%
US AGGREGATE B
BRK.B
0.99%
CL B NEW
VOE
0.96%
MCAP VL IDXVIP
SCHA
0.94%
US SML CAP ETF
VUG
0.93%
GROWTH ETF
VOT
0.91%
MCAP GR IDXVIP
VO
0.91%
MID CAP ETF
CSCO
0.9%
COM
GOOGL
0.89%
CAP STK CL A
ISRG
0.86%
COM NEW
VTV
0.85%
VALUE ETF
SYK
0.81%
COM
USB
0.8%
COM NEW
BKNG
0.77%
COM
MCHP
0.76%
COM
IXUS
0.75%
CORE MSCITOTAL
HON
0.73%
COM
FISV
0.72%
COM
PFE
0.72%
COM
STZ
0.7%
CL A
PG
0.68%
COM
VV
0.68%
LARGE CAP ETF
MDT
0.67%
SHS
MRK
0.64%
COM
SCHD
0.64%
US DIVIDEND EQ
XOM
0.59%
COM
DES
0.58%
SMALLCAP DIVID
VBK
0.58%
SML CP GRW ETF
DFS
0.55%
COM
SCHW
0.55%
COM
DHR
0.54%
COM
PSX
0.54%
COM
INTC
0.54%
COM
DIS
0.53%
COM DISNEY
GOOG
0.51%
CAP STK CL C
XLY
0.5%
SBI CONS DISCR
CVX
0.49%
COM
MA
0.49%
CL A
NSRGY
0.49%
COM
TOTL
0.46%
SPDR TR TACTIC
WEX
0.46%
COM
WMT
0.43%
COM
AMGN
0.42%
COM
BRK.A
0.41%
CL A
SYF
0.39%
COM
RHI
0.37%
COM
PYPL
0.37%
COM
VSS
0.37%
FTSE SMCAP ETF
GWRE
0.37%
COM
UPS
0.36%
CL B
BA
0.36%
COM
SCHF
0.35%
INTL EQTY ETF
MMM
0.35%
COM
COST
0.34%
COM
VZ
0.34%
COM
VNQ
0.33%
REIT ETF
TJX
0.33%
COM
EXAS
0.33%
COM
VFC
0.32%
COM
NFLT
0.32%
VIRTUS NEWFLEET
LMT
0.32%
COM
AXP
0.31%
COM
HD
0.31%
COM
IJH
0.29%
CORE S&P MCP ETF
FNDF
0.29%
SCHWB FDT INT LG
VOO
0.28%
SHS
WBA
0.27%
COM
FB
0.27%
CL A
PNC
0.27%
COM
AGG
0.27%
CORE TOTUSBD ETF
AEP
0.26%
COM
BOND
0.25%
TOTL RETN ETF
EMR
0.24%
COM
TENCENT ...
0.23%
FGN
FIS
0.23%
COM
TROW
0.22%
COM
IVV
0.22%
CORE S&P500 ETF
KO
0.22%
COM
GILD
0.21%
COM
CWI
0.2%
MSCI ACWI EXUS
MCD
0.2%
COM
SNA
0.19%
COM
SLB
0.18%
COM
ABT
0.18%
COM
SCHO
0.17%
SHT TM US TRES
ULTA
0.16%
COM
ADI
0.16%
COM
VYM
0.16%
HIGH DIV YLD
KSU
0.16%
COM NEW
AMZN
0.16%
COM
IUSB
0.16%
CORE TL USD BD
IJR
0.16%
CORE S&P SCP ETF
ACN
0.16%
SHS CLASS A
VEU
0.16%
ALLWRLD EX US
SCHG
0.15%
US LCAP GR ETF
DWDP
0.15%
COM
SCHE
0.14%
EMRG MKTEQ ETF
XLU
0.14%
SBI INT-UTILS
SYY
0.14%
COM
C
0.13%
COM NEW
SCHR
0.13%
INTRM TRM TRES
VIGI
0.13%
INTL DVD ETF
VBR
0.12%
SM CP VAL ETF
ESGD
0.12%
MSCI EAFE ESG
ASBC
0.12%
COM
WH
0.12%
COM
ESGN
0.12%
SUSTNBLE INTL
VB
0.11%
SMALL CP ETF
VTI
0.1%
TOTAL STK MKT
SCHB
0.1%
US BRD MKT ETF
SPY
0.1%
TR UNIT
IWO
0.1%
RUS 2000 GRW ETF
NUSC
0.1%
ESG SMALL CAP
RTN
0.09%
COM NEW
MDLZ
0.09%
CL A
IWS
0.09%
RUS MDCP VAL ETF
ABBV
0.08%
COM
MGEE
0.08%
COM
MDY
0.07%
UTSER1 S&PDCRP
CAH
0.07%
COM
PXF
0.07%
FTSE RAFI DEV
ADP
0.07%
COM
BNDX
0.07%
INTL BD IDX ETF
BUD
0.07%
SPONSORED ADR
ENB
0.07%
COM
BBT
0.07%
COM
PM
0.06%
COM
XLC
0.06%
COMMUNICATION
1/100 BE...
0.06%
COM
UNH
0.06%
COM
MO
0.06%
COM
SHW
0.06%
COM
LNT
0.05%
COM
GS
0.05%
COM
BAC
0.05%
COM
IJK
0.05%
S&P MC 400GR ETF
VIG
0.05%
DIV APP ETF
T
0.05%
COM
FDC
0.05%
CL A
ORCL
0.05%
COM
GOLDMAN ...
0.05%
PFD
LLY
0.05%
COM
SCZ
0.05%
EAFE SML CP ETF
EFG
0.05%
EAFE GRWTH ETF
PRF
0.04%
FTSE RAFI 1000
WEC
0.04%
COM
IWP
0.04%
RUS MD CP GR ETF
PRFZ
0.04%
FTSE RAFI 1500
HYS
0.04%
0-5 HIGH YIELD
TOT
0.04%
SPONSORED ADR
EFAV
0.04%
EAFE MIN VOL ETF
COP
0.04%
COM
NOC
0.04%
COM
NEE
0.04%
COM
WWD
0.04%
COM
EZM
0.04%
MDCP EARN FUND
QQQ
0.04%
UNIT SER 1
IWF
0.03%
RUS 1000 GRW ETF
CAT
0.03%
COM
XLNX
0.03%
COM
NPK
0.03%
COM
HDV
0.03%
HIGH DIVIDND ETF
EFA
0.03%
MSCI EAFE ETF
CMCSA
0.03%
CL A
BIIB
0.03%
COM
DUK
0.03%
COM NEW
BMO
0.03%
COM
UNP
0.03%
COM
BMY
0.03%
COM
PH
0.03%
COM
ALGN
0.03%
COM
PXH
0.03%
FTSE RAFI EMNG
WM
0.03%
COM
DEO
0.03%
SPON ADR NEW
BAX
0.03%
COM
BND
0.03%
TOTAL BND MRKT
IWD
0.03%
RUS 1000 VAL ETF
ITW
0.03%
COM
VGT
0.02%
INF TECH ETF
KMB
0.02%
COM
ADBE
0.02%
COM
YUMC
0.02%
COM
UTX
0.02%
COM
TMO
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
DWM
0.02%
DEFA FD
NVDA
0.02%
COM
INSP
0.02%
COM
KMPR
0.02%
COM
ONB
0.02%
COM
MTG
0.01%
COM
GE
0.01%
COM
TAT
0.01%
SHS NEW
GERN
0.01%
COM
DEWMAR I...
< 0.01%
COM
GM 6.75 ...
< 0.01%
PFD
QCOM
0.76%
COM
CBRL
0.12%
COM
FNDA
0.06%
SCHWAB FDT US SC
LIN
0.04%
COM
VCSH
0.04%
SHRT TRM CORP BD
FOXA
0.03%
CL A
WFC
0.03%
COM
IBM
0.03%
COM
CTSH
0.03%
CL A
SDY
0.02%
S&P DIVID ETF
SBUX
0.02%
COM
NGG
0.02%
SPONSORED ADR NE
IMMY
0.01%
COM NEW