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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 Period2019-06-30

Total Holdings57

Total Value ($x1000)142,653
Activities
New8

Increased15

Unchanged11

Decreased23

Sold Out2

Top 10 Stock Holdingstotal 64%
VCIT12.27

VTV8.27

VUG6.66

VEA6.29

VBK5.95

 
VBR5.55

BNDX4.94

TOTL4.86

CWB4.84

EMLC4.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VCIT
12.27%
INT-TERM CORP
VTV
8.27%
VALUE ETF
VUG
6.66%
GROWTH ETF
VEA
6.29%
FTSE DEV MKT ETF
VBK
5.95%
SML CP GRW ETF
VBR
5.55%
SM CP VAL ETF
BNDX
4.94%
INTL BD IDX ETF
TOTL
4.86%
SPDR TR TACTIC
CWB
4.84%
BRC CNV SECS ETF
EMLC
4.37%
JP MORGAN MKTS
HYG
4.33%
IBOXX HI YD ETF
CMF
4.05%
CALI AMT-FRE ETF
FTSM
3.27%
FIRST TR ENH NEW
VNQ
3.23%
REIT ETF
DWX
2.4%
S&P INTL ETF
IWF
2.36%
RUS 1000 GRW ETF
IWD
1.8%
RUS 1000 VAL ETF
JKE
1.55%
MRNGSTR LG-CP GR
EFA
1.27%
MSCI EAFE ETF
CVX
1.16%
COM
FVD
1.15%
SHS
FCAL
1.02%
CALIF MUN INCM
KOMP
1.02%
KENSHO NEW ECO
PG
0.67%
COM
SPYG
0.44%
S&P 500 GROWTH
VYMI
0.43%
INTL HIGH ETF
JKF
0.42%
MRNGSTR LG-CP VL
JKL
0.4%
MRNING SM CP ETF
AAPL
0.36%
COM
JKK
0.3%
MRGSTR SM CP GR
XOM
0.29%
COM
IWO
0.28%
RUS 2000 GRW ETF
IWN
0.27%
RUS 2000 VAL ETF
LLY
0.27%
COM
IVE
0.26%
S&P 500 VAL ETF
LMBS
0.26%
FST LOW MTG ETF
EMLP
0.26%
NO AMER ENERGY
MO
0.25%
COM
PM
0.23%
COM
VZ
0.23%
COM
DMLP
0.21%
COM UNIT
FDT
0.2%
DEV MRK EX US
PFE
0.19%
COM
INTC
0.19%
COM
DUK
0.17%
COM NEW
MSFT
0.17%
COM
EIX
0.17%
COM
GE
0.09%
COM
DEX
0.08%
COM
NCA
0.07%
COM
DD
0.06%
COM
DOW
0.04%
COM
ZION
0.04%
COM
PSX
0.03%
COM
NTAP
0.03%
COM
COP
0.02%
COM
PIXY
0.01%
COM
T
0.2%
COM
DWDP
0.11%
COM