- New Purchases: SUB, IJK,
- Added Positions: VOO, VTI, VGSH, VCIT, IGF, VWO, MUB, SHY, VTV, EMLP, VO, SPDW, VOE, AGG, SPEM, SCHB, IEFA, VTEB, VBR, VNQ, HYG, SPY, SPTS, SPIB, IWB, CMF, EMB, VTIP, BIV, SCHE, IWN, SCHZ, VT, SCHA, LQD, TIP, VNQI, EFG, IGSB, IWR,
- Reduced Positions: IVV, VEA, VWOB, IWM, VXF, VIG, SHV, ACWI, BSV, IGIB, ITOT, IWD, EFA, SCZ, TFI, IJR, IJJ, IEI, VUG, IVE, IWP, SCHX, VB, VHT, GBF, VV,
For the details of AdvicePeriod, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/adviceperiod%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of AdvicePeriod, LLC- Vanguard FTSE Developed Markets ETF (VEA) - 4,064,398 shares, 15.68% of the total portfolio. Shares reduced by 1.79%
- Vanguard Total Stock Market ETF (VTI) - 662,651 shares, 9.49% of the total portfolio. Shares added by 8.23%
- Vanguard FTSE Emerging Markets ETF (VWO) - 2,038,640 shares, 7.94% of the total portfolio. Shares added by 5.04%
- Vanguard Total International Bond ETF (BNDX) - 917,880 shares, 4.55% of the total portfolio. Shares added by 0.95%
- iShares Core MSCI Emerging Markets ETF (IEMG) - 899,586 shares, 4.23% of the total portfolio. Shares added by 0.87%
AdvicePeriod, LLC initiated holding in iShares Short-Term National Muni Bond ETF. The purchase prices were between $106.46 and $106.81, with an estimated average price of $106.65. The stock is now traded at around $107.12. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,609 shares as of .
New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)AdvicePeriod, LLC initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $243.03. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,213 shares as of .
Added: Vanguard S&P 500 ETF (VOO)AdvicePeriod, LLC added to a holding in Vanguard S&P 500 ETF by 49.79%. The purchase prices were between $264.57 and $296.67, with an estimated average price of $283.37. The stock is now traded at around $305.12. The impact to a portfolio due to this purchase was 1.12%. The holding were 129,888 shares as of .
Added: Vanguard Short-Term Government Bond ETF (VGSH)AdvicePeriod, LLC added to a holding in Vanguard Short-Term Government Bond ETF by 2876.37%. The purchase prices were between $60.69 and $61.1, with an estimated average price of $60.87. The stock is now traded at around $60.92. The impact to a portfolio due to this purchase was 0.7%. The holding were 134,413 shares as of .
Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)AdvicePeriod, LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 525.75%. The purchase prices were between $90.42 and $91.79, with an estimated average price of $91.19. The stock is now traded at around $92.17. The impact to a portfolio due to this purchase was 0.68%. The holding were 100,984 shares as of .
Added: iShares Global Infrastructure ETF (IGF)AdvicePeriod, LLC added to a holding in iShares Global Infrastructure ETF by 56.51%. The purchase prices were between $45.69 and $48.08, with an estimated average price of $46.98. The stock is now traded at around $48.88. The impact to a portfolio due to this purchase was 0.42%. The holding were 278,749 shares as of .
Added: iShares 1-3 Year Treasury Bond ETF (SHY)AdvicePeriod, LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 40.56%. The purchase prices were between $84.51 and $85.05, with an estimated average price of $84.72. The stock is now traded at around $84.79. The impact to a portfolio due to this purchase was 0.16%. The holding were 74,825 shares as of .
Added: SPDR Portfolio World ex- US ETF (SPDW)AdvicePeriod, LLC added to a holding in SPDR Portfolio World ex- US ETF by 78.29%. The purchase prices were between $28.52 and $31.66, with an estimated average price of $30.49. The stock is now traded at around $31.63. The impact to a portfolio due to this purchase was 0.1%. The holding were 79,188 shares as of .
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