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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
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Small
Growth
31
1
0
1
0
0
20
3
0
VALMARK ADVISERS INC

Time Period2018-09-30

Total Holdings202

Total Value ($x1000)4,563,619
Activities
New18

Increased72

Unchanged27

Decreased85

Sold Out3

Top 10 Stock Holdingstotal 63.18%
VEU12.2

VOO8.66

IJH7.94

IJR6.11

SPYV5.7

 
LQD5.5

TDTT4.88

SPYG4.71

VWO4.1

SCPB3.38

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEU
12.2%
ALLWRLD EX US
VOO
8.66%
SHS
IJH
7.94%
CORE S&P MCP ETF
IJR
6.11%
CORE S&P SCP ETF
SPYV
5.7%
S&P 500 VALUE
LQD
5.5%
IBOXX INV CP ETF
TDTT
4.88%
IBOXX 3R TARGT
SPYG
4.71%
S&P 500 GROWTH
VWO
4.1%
FTSE EMR MKT ETF
SCPB
3.38%
BARC SHT TR CP
GUNR
3.22%
MORNSTAR UPSTR
VGIT
3.21%
INT-TERM GOV
VNQI
2.6%
GLB EX US ETF
VNQ
2.24%
REIT ETF
HYG
2.22%
IBOXX HI YD ETF
EMLC
2.1%
JP MORGAN MKTS
IVW
1.86%
S&P 500 GRWT ETF
VSS
1.82%
FTSE SMCAP ETF
IVE
1.73%
S&P 500 VAL ETF
VTIP
1.64%
STRM INFPROIDX
HYLB
1.55%
DEUTSCHE USD ETF
VMBS
1.55%
MORTG-BACK SEC
CUT
1.35%
MSCI GBL TIMBR
VGSH
1.06%
SHTRM GVT BD ETF
FLRN
1.05%
INV GRD FLT RT
ITOT
1%
CORE S&P TTL STK
BNDX
0.65%
INTL BD IDX ETF
VAW
0.54%
MATERIALS ETF
VDE
0.54%
ENERGY ETF
BSV
0.44%
SHORT TRM BOND
SCHD
0.25%
US DIVIDEND EQ
VIG
0.23%
DIV APP ETF
DVY
0.18%
SELECT DIVID ETF
SLYG
0.17%
S&P 600 SMCP GRW
GNR
0.14%
GLB NAT RESRCE
CWI
0.14%
MSCI ACWI EXUS
GMS
0.13%
COM
ACN
0.12%
SHS CLASS A
MINT
0.11%
ENHAN SHRT MAT
DGS
0.11%
EMG MKTS SMCAP
BKLN
0.11%
SR LN ETF
AAPL
0.1%
COM
IDV
0.08%
INTL SEL DIV ETF
VYM
0.08%
HIGH DIV YLD
VXF
0.08%
EXTEND MKT ETF
DWM
0.07%
DEFA FD
VEA
0.07%
FTSE DEV MKT ETF
XOM
0.05%
COM
VO
0.05%
MID CAP ETF
EFG
0.04%
EAFE GRWTH ETF
RWR
0.04%
DJ REIT ETF
PM
0.04%
COM
EFA
0.04%
MSCI EAFE ETF
SCHB
0.04%
US BRD MKT ETF
EBND
0.04%
BRCLY EM LOCL
VXUS
0.04%
VG TL INTL STK F
MO
0.04%
COM
FVD
0.04%
SHS
DEM
0.04%
EMERG MKTS ETF
RWX
0.03%
DJ INTL RL ETF
XLE
0.03%
SBI INT-ENERGY
DES
0.03%
SMALLCAP DIVID
GWX
0.03%
S&P INTL SMLCP
MUB
0.03%
NAT AMT FREE BD
QQQ
0.03%
UNIT SER 1
PFE
0.03%
COM
SCHA
0.03%
US SML CAP ETF
DGRO
0.03%
CORE DIV GRWTH
EEM
0.03%
MSCI EMG MKT ETF
PFF
0.03%
U.S. PFD STK ETF
IYH
0.03%
US HLTHCARE ETF
RWO
0.03%
DJ GLB RL ES ETF
IWF
0.03%
RUS 1000 GRW ETF
VB
0.03%
SMALL CP ETF
MSFT
0.03%
COM
UTX
0.03%
COM
SDY
0.03%
S&P DIVID ETF
TFI
0.03%
NUVN BRCLY MUNI
IYW
0.03%
U.S. TECH ETF
BA
0.02%
COM
ITA
0.02%
U.S. AER&DEF ETF
LMBS
0.02%
FST LOW MTG ETF
DHR
0.02%
COM
WIP
0.02%
DB INT GVT ETF
SPY
0.02%
TR UNIT
AMZN
0.02%
COM
RYH
0.02%
S&P500 EQL HLT
SPHD
0.02%
S&P500 HDL VOL
MDY
0.02%
UTSER1 S&PDCRP
PG
0.02%
COM
SCHP
0.02%
US TIPS ETF
MCD
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
IWR
0.02%
RUS MID-CAP ETF
IVV
0.02%
CORE S&P500 ETF
JNJ
0.02%
COM
RZG
0.02%
S&P SML600 GWT
T
0.02%
COM
FTEC
0.02%
MSCI INFO TECH I
BRK.B
0.02%
CL B NEW
FTV
0.02%
COM
ELD
0.02%
EM LCL DEBT FD
PCEF
0.02%
CEF INM COMPSI
IEI
0.02%
3-7 YR TR BD ETF
HD
0.02%
COM
SHW
0.02%
COM
MDYV
0.01%
S&P 400 MDCP VAL
IBM
0.01%
COM
HYS
0.01%
0-5 HIGH YIELD
MRK
0.01%
COM
HDV
0.01%
HIGH DIVIDND ETF
MUAH
0.01%
19 AMT-FREE MN
AOA
0.01%
AGGRES ALLOC ETF
SCHM
0.01%
US MID-CAP ETF
BND
0.01%
TOTAL BND MRKT
HBAN
0.01%
COM
IDXX
0.01%
COM
VZ
0.01%
COM
PEP
0.01%
COM
XLU
0.01%
SBI INT-UTILS
IBMI
0.01%
IBONDS SEP2020
CVX
0.01%
COM
DIS
0.01%
COM DISNEY
VPU
0.01%
UTILITIES ETF
RTN
0.01%
COM NEW
AMLP
0.01%
ALERIAN MLP
DSI
0.01%
MSCI KLD400 SOC
AGG
0.01%
CORE TOTUSBD ETF
MGK
0.01%
MEGA GRWTH IND
IEFA
0.01%
CORE MSCI EAFE
CM
0.01%
COM
GYLD
0.01%
ARROW DJ GLB YLD
IWM
0.01%
RUSSELL 2000 ETF
GE
0.01%
COM
IBMJ
0.01%
IBONDS DEC 21
SCHR
0.01%
INTRM TRM TRES
JPM
0.01%
COM
QQEW
0.01%
SHS
FTA
0.01%
COM SHS
XLP
0.01%
SBI CONS STPLS
GOVT
0.01%
U.S. TRS BD ETF
FEX
0.01%
COM SHS
MMM
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
CSCO
0.01%
COM
MNA
0.01%
IQ MRGR ARB ETF
TD
0.01%
COM NEW
ADP
0.01%
COM
IBMK
0.01%
IBONDS DEC 22
VCSH
0.01%
SHRT TRM CORP BD
WMT
0.01%
COM
SHE
0.01%
SSGA GNDER ETF
GLD
0.01%
GOLD SHS
UAA
0.01%
CL A
WFC
0.01%
COM
FB
0.01%
CL A
MDYG
0.01%
S&P 400 MDCP GRW
UNH
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
DWDP
0.01%
COM
USB
0.01%
COM NEW
SHM
0.01%
NUVN BR SHT MUNI
SUB
0.01%
SHT NTLAMTFR ETF
XLK
0.01%
TECHNOLOGY
FV
0.01%
DORSEY WRT 5 ETF
IEF
0.01%
7-10 Y TR BD ETF
AOR
0.01%
GRWT ALLOCAT ETF
LMT
0.01%
COM
HON
0.01%
COM
CHD
0.01%
COM
TXN
0.01%
COM
ABBV
0.01%
COM
IGE
0.01%
NA NAT RES
GOOGL
0.01%
CAP STK CL A
INTC
0.01%
COM
KO
0.01%
COM
VT
0.01%
TT WRLD ST ETF
ABT
0.01%
COM
IYJ
0.01%
U.S. INDS ETF
BAC
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
GOOG
0.01%
CAP STK CL C
CMCSA
0.01%
CL A
AMGN
0.01%
COM
NICE
0.01%
SPONSORED ADR
TGP
< 0.01%
PRTNRSP UNITS
NEE
< 0.01%
COM
ORCL
< 0.01%
COM
STPZ
< 0.01%
1-5 US TIP IDX
IBB
< 0.01%
NASDQ BIOTEC ETF
VTI
< 0.01%
TOTAL STK MKT
ISRG
< 0.01%
COM NEW
IYG
< 0.01%
U.S. FIN SVC ETF
COP
< 0.01%
COM
RSG
< 0.01%
COM
IWZ
< 0.01%
RUS 3000 GRW ETF
DLN
< 0.01%
LARGECAP DIVID
IWB
< 0.01%
RUS 1000 ETF
IJK
< 0.01%
S&P MC 400GR ETF
GS
< 0.01%
COM
IAU
< 0.01%
ISHARES
SNAP
< 0.01%
CL A
MUAG
0.02%
18 AMT-FREE ETF
IBML
0.01%
IBONDS DEC2023
BABA
< 0.01%
SPONSORED ADS