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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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TOWERPOINT WEALTH LLC

Time Period2018-12-31

Total Holdings43

Total Value ($x1000)124,728
Activities
New11

Increased21

Unchanged3

Decreased8

Sold Out1

Top 10 Stock Holdingstotal 66.2%
VCIT12.14

TOTL12.04

VTV7.83

VEA5.73

VUG5.2

 
BNDX5.04

VBK5.01

VBR4.76

CWB4.5

FTSM3.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
12.14%
INT-TERM CORP
TOTL
12.04%
SPDR TR TACTIC
VTV
7.83%
VALUE ETF
VEA
5.73%
FTSE DEV MKT ETF
VUG
5.2%
GROWTH ETF
BNDX
5.04%
INTL BD IDX ETF
VBK
5.01%
SML CP GRW ETF
VBR
4.76%
SM CP VAL ETF
CWB
4.5%
BRC CNV SECS ETF
FTSM
3.95%
FIRST TR ENH NEW
EMLC
3.91%
JP MORGAN MKTS
HYG
3.85%
IBOXX HI YD ETF
VNQ
3.55%
REIT ETF
CMF
3.16%
CALI AMT-FRE ETF
IWF
2.56%
RUS 1000 GRW ETF
IWD
2.28%
RUS 1000 VAL ETF
DWX
1.99%
S&P INTL ETF
EFA
1.48%
MSCI EAFE ETF
JKE
1.46%
MRNGSTR LG-CP GR
CVX
1.32%
COM
PCG
1.18%
COM
FVD
1.05%
SHS
PG
0.61%
COM
VYMI
0.48%
INTL HIGH ETF
JKF
0.46%
MRNGSTR LG-CP VL
SPYG
0.43%
S&P 500 GROWTH
JKL
0.41%
MRNING SM CP ETF
XOM
0.3%
COM
JKK
0.3%
MRGSTR SM CP GR
AAPL
0.3%
COM
LMBS
0.29%
FST LOW MTG ETF
IWN
0.28%
RUS 2000 VAL ETF
EMLP
0.27%
NO AMER ENERGY
IWO
0.27%
RUS 2000 GRW ETF
IVE
0.27%
S&P 500 VAL ETF
PFE
0.24%
COM
INTC
0.24%
COM
MSFT
0.19%
COM
DMLP
0.19%
COM UNIT
FLOT
0.19%
FLTG RATE BD ETF
FDT
0.17%
DEV MRK EX US
DEX
0.08%
COM
PIXY
0.03%
COM
EMLC
3.34%
JP MORGAN MKTS