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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
34
2
0
1
0
0
21
3
1
VALMARK ADVISERS INC

Time Period2019-03-31

Total Holdings219

Total Value ($x1000)4,489,489
Activities
New20

Increased91

Unchanged25

Decreased83

Sold Out1

Top 10 Stock Holdingstotal 63.77%
VEA10.77

VOO8.24

IJH7.53

VWO6.74

VTIP5.94

 
SPYV5.73

IJR5.6

SPYG4.58

LQD4.44

SCPB4.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
10.77%
FTSE DEV MKT ETF
VOO
8.24%
SHS
IJH
7.53%
CORE S&P MCP ETF
VWO
6.74%
FTSE EMR MKT ETF
VTIP
5.94%
STRM INFPROIDX
SPYV
5.73%
S&P 500 VALUE
IJR
5.6%
CORE S&P SCP ETF
SPYG
4.58%
S&P 500 GROWTH
LQD
4.44%
IBOXX INV CP ETF
SCPB
4.2%
BARC SHT TR CP
GUNR
3.14%
MORNSTAR UPSTR
VGSH
2.87%
SHTRM GVT BD ETF
VNQI
2.66%
GLB EX US ETF
VNQ
2.17%
REIT ETF
EMLC
2.09%
JP MORGAN MKTS
HYG
2.09%
IBOXX HI YD ETF
IVW
1.62%
S&P 500 GRWT ETF
HYLB
1.58%
DEUTSCHE USD ETF
IVE
1.55%
S&P 500 VAL ETF
VMBS
1.5%
MORTG-BACK SEC
VGIT
1.47%
INT-TERM GOV
FLRN
1.33%
INV GRD FLT RT
CUT
1.31%
MSCI GBL TIMBR
ITOT
1.27%
CORE S&P TTL STK
VEU
0.85%
ALLWRLD EX US
BNDX
0.63%
INTL BD IDX ETF
BSV
0.63%
SHORT TRM BOND
VTI
0.54%
TOTAL STK MKT
VAW
0.53%
MATERIALS ETF
VDE
0.51%
ENERGY ETF
TDTT
0.4%
IBOXX 3R TARGT
SCHD
0.29%
US DIVIDEND EQ
VIG
0.28%
DIV APP ETF
VXUS
0.26%
VG TL INTL STK F
DVY
0.19%
SELECT DIVID ETF
SLYG
0.16%
S&P 600 SMCP GRW
MINT
0.13%
ENHAN SHRT MAT
BSCM
0.13%
BULSHS 2022 CB
VSS
0.12%
FTSE SMCAP ETF
CWI
0.12%
MSCI ACWI EXUS
ACN
0.12%
SHS CLASS A
GNR
0.11%
GLB NAT RESRCE
BSCL
0.11%
BULSHS 2021 CB
DGS
0.1%
EMG MKTS SMCAP
AAPL
0.1%
COM
BKLN
0.09%
SR LN ETF
PG
0.09%
COM
VXF
0.09%
EXTEND MKT ETF
VYM
0.09%
HIGH DIV YLD
IDV
0.09%
INTL SEL DIV ETF
BSCK
0.09%
BULSHS 2020 CB
DWM
0.08%
DEFA FD
VO
0.06%
MID CAP ETF
XOM
0.06%
COM
EFG
0.05%
EAFE GRWTH ETF
XLE
0.05%
SBI INT-ENERGY
SCHB
0.05%
US BRD MKT ETF
SPY
0.05%
TR UNIT
PM
0.04%
COM
RWR
0.04%
DJ REIT ETF
EFA
0.04%
MSCI EAFE ETF
AGG
0.04%
CORE TOTUSBD ETF
DEM
0.04%
EMERG MKTS ETF
DES
0.04%
SMALLCAP DIVID
MUB
0.04%
NAT AMT FREE BD
EBND
0.04%
BRCLY EM LOCL
AMZN
0.03%
COM
MO
0.03%
COM
SCHA
0.03%
US SML CAP ETF
FVD
0.03%
SHS
VB
0.03%
SMALL CP ETF
SCHP
0.03%
US TIPS ETF
RWX
0.03%
DJ INTL RL ETF
PFE
0.03%
COM
LDSF
0.03%
LOW DUR STRTGC
IVV
0.03%
CORE S&P500 ETF
GMS
0.03%
COM
XLP
0.03%
SBI CONS STPLS
SDY
0.03%
S&P DIVID ETF
QQQ
0.03%
UNIT SER 1
DGRO
0.03%
CORE DIV GRWTH
MSFT
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
BRK.B
0.03%
CL B NEW
GWX
0.03%
S&P INTL SMLCP
RWO
0.03%
DJ GLB RL ES ETF
RYH
0.03%
S&P500 EQL HLT
SCHM
0.03%
US MID-CAP ETF
IWF
0.03%
RUS 1000 GRW ETF
PFF
0.02%
U.S. PFD STK ETF
BA
0.02%
COM
IYH
0.02%
US HLTHCARE ETF
ITA
0.02%
U.S. AER&DEF ETF
VT
0.02%
TT WRLD ST ETF
MCD
0.02%
COM
IYW
0.02%
U.S. TECH ETF
T
0.02%
COM
WIP
0.02%
DB INT GVT ETF
MDY
0.02%
UTSER1 S&PDCRP
JNJ
0.02%
COM
SPHD
0.02%
S&P500 HDL VOL
IWD
0.02%
RUS 1000 VAL ETF
FTEC
0.02%
MSCI INFO TECH I
MDYV
0.02%
S&P 400 MDCP VAL
TFI
0.02%
NUVN BRCLY MUNI
QQEW
0.02%
SHS
LMBS
0.02%
FST LOW MTG ETF
IWR
0.02%
RUS MID-CAP ETF
MGK
0.02%
MEGA GRWTH IND
RZG
0.02%
S&P SML600 GWT
HDV
0.02%
HIGH DIVIDND ETF
MRK
0.02%
COM
IEI
0.02%
3-7 YR TR BD ETF
VZ
0.02%
COM
CSX
0.02%
COM
MUAH
0.01%
19 AMT-FREE MN
HYS
0.01%
0-5 HIGH YIELD
PCEF
0.01%
CEF INM COMPSI
VPU
0.01%
UTILITIES ETF
PEP
0.01%
COM
XLK
0.01%
TECHNOLOGY
BSCJ
0.01%
BULSHS 2019 CB
ELD
0.01%
EM LCL DEBT FD
IBM
0.01%
COM
BND
0.01%
TOTAL BND MRKT
HD
0.01%
COM
IBMI
0.01%
IBONDS SEP2020
XLU
0.01%
SBI INT-UTILS
UTX
0.01%
COM
DIS
0.01%
COM DISNEY
AOA
0.01%
AGGRES ALLOC ETF
SPLV
0.01%
S&P500 LOW VOL
SHW
0.01%
COM
IEMG
0.01%
CORE MSCI EMKT
IDXX
0.01%
COM
JPM
0.01%
COM
IEFA
0.01%
CORE MSCI EAFE
CVX
0.01%
COM
HBAN
0.01%
COM
MNA
0.01%
IQ MRGR ARB ETF
FV
0.01%
DORSEY WRT 5 ETF
VIGI
0.01%
INTL DVD ETF
SUB
0.01%
SHT NTLAMTFR ETF
IBMJ
0.01%
IBONDS DEC 21
GOOGL
0.01%
CAP STK CL A
SCHR
0.01%
INTRM TRM TRES
RTN
0.01%
COM NEW
ABBV
0.01%
COM
GOVT
0.01%
U.S. TRS BD ETF
AMLP
0.01%
ALERIAN MLP
DHR
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
IBMK
0.01%
IBONDS DEC 22
FTA
0.01%
COM SHS
GE
0.01%
COM
CSCO
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
IWM
0.01%
RUSSELL 2000 ETF
CM
0.01%
COM
WMT
0.01%
COM
IEF
0.01%
7-10 Y TR BD ETF
USB
0.01%
COM NEW
GYLD
0.01%
ARROW DJ GLB YLD
ADP
0.01%
COM
GLD
0.01%
GOLD SHS
VHT
0.01%
HEALTH CAR ETF
FEX
0.01%
COM SHS
IXUS
0.01%
CORE MSCITOTAL
IGE
0.01%
NA NAT RES
CHD
0.01%
COM
INTC
0.01%
COM
FB
0.01%
CL A
IYJ
0.01%
U.S. INDS ETF
MDYG
0.01%
S&P 400 MDCP GRW
UAA
0.01%
CL A
DSI
0.01%
MSCI KLD400 SOC
SNAP
0.01%
CL A
TD
0.01%
COM NEW
MMM
0.01%
COM
SHM
0.01%
NUVN BR SHT MUNI
SHE
0.01%
SSGA GNDER ETF
UNH
0.01%
COM
UNP
0.01%
COM
ABT
0.01%
COM
LLY
0.01%
COM
DLN
0.01%
LARGECAP DIVID
IWS
0.01%
RUS MDCP VAL ETF
XLV
0.01%
SBI HEALTHCARE
KO
0.01%
COM
TXN
0.01%
COM
VTEB
0.01%
TAX-EXEMPT BD
NEE
0.01%
COM
FTV
0.01%
COM
CMCSA
0.01%
CL A
GOOG
0.01%
CAP STK CL C
NICE
0.01%
SPONSORED ADR
HON
0.01%
COM
DWDP
0.01%
COM
WFC
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
TGP
0.01%
PRTNRSP UNITS
BK
0.01%
COM
REZ
0.01%
RESID RL EST CAP
RSG
0.01%
COM
STPZ
< 0.01%
1-5 US TIP IDX
BAC
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
DIA
< 0.01%
UT SER 1
LMT
< 0.01%
COM
AMGN
< 0.01%
COM
ZBRA
< 0.01%
CL A
VGT
< 0.01%
INF TECH ETF
D
< 0.01%
COM
NFLX
< 0.01%
COM
XLY
< 0.01%
SBI CONS DISCR
ED
< 0.01%
COM
ORCL
< 0.01%
COM
IAU
< 0.01%
ISHARES
NLY
< 0.01%
COM
TIP
< 0.01%
TIPS BD ETF