- New Purchases: VAW, IVE, SCHF, MTUM, VFH, VDE, VEU, VTIP, BSCM, CTXS, DXCM, SGEN, VRTX, TIF, NVDA, LLY, SE, EA, BIIB, FTNT, DVA, ORCL, ABC, STX, AMGN, VMW, CAT, CMI, AAPL, ANSS, TGT, CHTR, AMD, PEP, PCAR, LMT, INTC, SSNC, HII, CPRT, QRVO, SWKS, NUE, NTAP, MU, LRCX, BBY, IJH, AMP, PSX, GM, URI, DHI, SYF, DAL, TDG, XPO, PHM, VSS, LEN, WYNN,
- Added Positions: BND, VO, TIP, VTI, IDV, STIP, IJR, IEMG, VNQ, IEF, IEI, SPY, SPLV, IBB, XLK, XLV, SHM, XLU, AMRN,
- Reduced Positions: XLB, MDY, XLF, VEA, XMLV, VCSH, BNDX, VB, MUB, MBB, VWO, IWM, EEMV,
- Sold Out: VYM, XLE, LQD, EEM, VCIT, VTEB, VCLT, PHB, SCZ, IYE, VOO, SDY, VIG, VTV,
For the details of Estate Counselors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/estate+counselors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Estate Counselors, LLC- Vanguard Total Bond Market ETF (BND) - 719,685 shares, 11.93% of the total portfolio. Shares added by 19.63%
- SPDR S&P 500 (SPY) - 140,075 shares, 7.01% of the total portfolio. Shares added by 1.79%
- Vanguard Total Stock Market (VTI) - 208,204 shares, 5.21% of the total portfolio. Shares added by 27.11%
- iShares 0-5 Year TIPS Bond (STIP) - 184,305 shares, 3.58% of the total portfolio. Shares added by 27.83%
- iShares U.S. Real Estate (IYR) - 257,980 shares, 3.49% of the total portfolio. Shares added by 0.14%
Estate Counselors, LLC initiated holding in Vanguard Materials. The purchase prices were between $81.49 and $134.14, with an estimated average price of $119.86. The stock is now traded at around $111.16. The impact to a portfolio due to this purchase was 2.66%. The holding were 142,520 shares as of .
New Purchase: iShares S&P 500 Value (IVE)Estate Counselors, LLC initiated holding in iShares S&P 500 Value. The purchase prices were between $82.22 and $130.6, with an estimated average price of $117.99. The stock is now traded at around $106.64. The impact to a portfolio due to this purchase was 2.06%. The holding were 109,900 shares as of .
New Purchase: Schwab International Equity (SCHF)Estate Counselors, LLC initiated holding in Schwab International Equity. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $27.31. The impact to a portfolio due to this purchase was 1.84%. The holding were 365,820 shares as of .
New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)Estate Counselors, LLC initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $90.36 and $137.08, with an estimated average price of $124.42. The stock is now traded at around $117.22. The impact to a portfolio due to this purchase was 1.66%. The holding were 80,340 shares as of .
New Purchase: Vanguard Financials (VFH)Estate Counselors, LLC initiated holding in Vanguard Financials. The purchase prices were between $42.8 and $77.51, with an estimated average price of $68.88. The stock is now traded at around $55.56. The impact to a portfolio due to this purchase was 1.57%. The holding were 159,100 shares as of .
New Purchase: Vanguard Energy (VDE)Estate Counselors, LLC initiated holding in Vanguard Energy. The purchase prices were between $31.29 and $82.78, with an estimated average price of $64.6. The stock is now traded at around $47.89. The impact to a portfolio due to this purchase was 1.1%. The holding were 147,650 shares as of .
Added: Vanguard Mid-Cap (VO)Estate Counselors, LLC added to a holding in Vanguard Mid-Cap by 407.60%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $150.00. The impact to a portfolio due to this purchase was 1.95%. The holding were 94,921 shares as of .
Added: iShares TIPS Bond (TIP)Estate Counselors, LLC added to a holding in iShares TIPS Bond by 63.30%. The purchase prices were between $108.81 and $122.54, with an estimated average price of $117.81. The stock is now traded at around $122.37. The impact to a portfolio due to this purchase was 1.31%. The holding were 148,130 shares as of .
Added: Vanguard Total Stock Market (VTI)Estate Counselors, LLC added to a holding in Vanguard Total Stock Market by 27.11%. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $143.69. The impact to a portfolio due to this purchase was 1.11%. The holding were 208,204 shares as of .
Added: iShares International Select Dividend (IDV)Estate Counselors, LLC added to a holding in iShares International Select Dividend by 1545.24%. The purchase prices were between $18.85 and $32.78, with an estimated average price of $29.1. The stock is now traded at around $23.30. The impact to a portfolio due to this purchase was 0.85%. The holding were 207,300 shares as of .
Added: iShares 0-5 Year TIPS Bond (STIP)Estate Counselors, LLC added to a holding in iShares 0-5 Year TIPS Bond by 27.83%. The purchase prices were between $96.7 and $102.1, with an estimated average price of $100.57. The stock is now traded at around $101.17. The impact to a portfolio due to this purchase was 0.78%. The holding were 184,305 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Estate Counselors, LLC added to a holding in iShares Core S&P Small-Cap by 83.77%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $62.58. The impact to a portfolio due to this purchase was 0.52%. The holding were 104,355 shares as of .
Sold Out: Vanguard High Dividend Yield (VYM)Estate Counselors, LLC sold out a holding in Vanguard High Dividend Yield. The sale prices were between $60.97 and $94.78, with an estimated average price of $86.65.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)Estate Counselors, LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $23.57 and $60.87, with an estimated average price of $48.26.
Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)Estate Counselors, LLC sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $105.05 and $134.27, with an estimated average price of $127.83.
Sold Out: iShares MSCI Emerging Index Fund (EEM)Estate Counselors, LLC sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.
Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Estate Counselors, LLC sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $79.78 and $94.82, with an estimated average price of $91.21.
Sold Out: Vanguard Tax-Exempt Bond (VTEB)Estate Counselors, LLC sold out a holding in Vanguard Tax-Exempt Bond. The sale prices were between $45.81 and $55.19, with an estimated average price of $53.67.
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