Rinet Co LLC Buys SPDR S&P 500 ETF Trust, iShares Core U.S. Growth ETF, Sells SPDR S&P Dividend ETF

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Feb 03, 2020
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Investment company Rinet Co LLC (Current Portfolio) buys SPDR S&P 500 ETF Trust, iShares Core U.S. Growth ETF, sells SPDR S&P Dividend ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Rinet Co LLC. As of 2019Q4, Rinet Co LLC owns 26 stocks with a total value of $365 million. These are the details of the buys and sells.

For the details of Rinet Co LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rinet+co+llc/current-portfolio/portfolio

These are the top 5 holdings of Rinet Co LLC
  1. iShares Russell 1000 ETF (IWB) - 971,737 shares, 47.50% of the total portfolio. Shares added by 5.54%
  2. iShares MSCI EAFE Value ETF (EFV) - 1,139,978 shares, 15.59% of the total portfolio. Shares reduced by 0.93%
  3. iShares MSCI EAFE Small-Cap ETF (SCZ) - 734,425 shares, 12.53% of the total portfolio. Shares added by 5.32%
  4. iShares Russell 2000 Growth ETF (IWO) - 161,807 shares, 9.50% of the total portfolio. Shares added by 1.84%
  5. Vanguard FTSE Emerging Markets ETF (VWO) - 213,915 shares, 2.61% of the total portfolio. Shares added by 0.67%
New Purchase: SPDR S&P 500 ETF Trust (SPY)

Rinet Co LLC initiated holding in SPDR S&P 500 ETF Trust. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $324.12. The impact to a portfolio due to this purchase was 0.06%. The holding were 725 shares as of .

Added: iShares Core U.S. Growth ETF (IUSG)

Rinet Co LLC added to a holding in iShares Core U.S. Growth ETF by 33.18%. The purchase prices were between $60.74 and $67.92, with an estimated average price of $64.5. The stock is now traded at around $69.73. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,194 shares as of .

Sold Out: SPDR S&P Dividend ETF (SDY)

Rinet Co LLC sold out a holding in SPDR S&P Dividend ETF. The sale prices were between $98.73 and $107.77, with an estimated average price of $105.1.



Here is the complete portfolio of Rinet Co LLC. Also check out:

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3. Rinet Co LLC's High Yield stocks
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