REDW Stanley Financial Advisors LLC Buys Vanguard Total Stock Market, ARK Innovation, Vanguard FTSE Developed Markets, Sells Schwab International Equity, Berkshire Hathaway Inc, Boeing Co

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May 01, 2020
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Investment company REDW Stanley Financial Advisors LLC (Current Portfolio) buys Vanguard Total Stock Market, ARK Innovation, Vanguard FTSE Developed Markets, Schwab U.S. REIT, Vanguard Total Bond Market ETF, sells Schwab International Equity, Berkshire Hathaway Inc, Boeing Co, iShares Core S&P Mid-Cap, Capital One Financial Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, REDW Stanley Financial Advisors LLC. As of 2020Q1, REDW Stanley Financial Advisors LLC owns 69 stocks with a total value of $150 million. These are the details of the buys and sells.

For the details of REDW Stanley Financial Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/redw+stanley+financial+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of REDW Stanley Financial Advisors LLC
  1. JPMorgan Ultra-Short Income (JPST) - 1,180,591 shares, 39.05% of the total portfolio. Shares added by 4.21%
  2. Vanguard Real Estate (VNQ) - 276,165 shares, 12.85% of the total portfolio. Shares reduced by 7.5%
  3. SPDR S&P 500 (SPY) - 23,408 shares, 4.02% of the total portfolio. Shares added by 2.83%
  4. Vanguard Total Stock Market (VTI) - 44,342 shares, 3.81% of the total portfolio. Shares added by 152.60%
  5. Invesco S&P 500 Equal Weight (RSP) - 63,246 shares, 3.54% of the total portfolio. Shares reduced by 4.67%
Added: Vanguard Total Stock Market (VTI)

REDW Stanley Financial Advisors LLC added to a holding in Vanguard Total Stock Market by 152.60%. 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 $141.76. The impact to a portfolio due to this purchase was 2.3%. The holding were 44,342 shares as of .

Added: ARK Innovation (ARKK)

REDW Stanley Financial Advisors LLC added to a holding in ARK Innovation by 132.52%. The purchase prices were between $34.69 and $60.37, with an estimated average price of $50.98. The stock is now traded at around $52.38. The impact to a portfolio due to this purchase was 1.48%. The holding were 88,624 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

REDW Stanley Financial Advisors LLC added to a holding in Vanguard FTSE Developed Markets by 87.54%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $34.87. The impact to a portfolio due to this purchase was 1.04%. The holding were 100,385 shares as of .

Added: Schwab U.S. REIT (SCHH)

REDW Stanley Financial Advisors LLC added to a holding in Schwab U.S. REIT by 107.74%. The purchase prices were between $27.07 and $48.53, with an estimated average price of $43.11. The stock is now traded at around $33.99. The impact to a portfolio due to this purchase was 0.48%. The holding were 42,628 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

REDW Stanley Financial Advisors LLC added to a holding in Vanguard Total Bond Market ETF by 43.91%. The purchase prices were between $80.15 and $87.76, with an estimated average price of $84.6. The stock is now traded at around $87.27. The impact to a portfolio due to this purchase was 0.46%. The holding were 26,408 shares as of .

Added: Schwab U.S. Broad Market (SCHB)

REDW Stanley Financial Advisors LLC added to a holding in Schwab U.S. Broad Market by 25.22%. The purchase prices were between $52.35 and $80.88, with an estimated average price of $73.19. The stock is now traded at around $66.53. The impact to a portfolio due to this purchase was 0.33%. The holding were 40,504 shares as of .

Sold Out: Boeing Co (BA)

REDW Stanley Financial Advisors LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: iShares Core S&P Mid-Cap (IJH)

REDW Stanley Financial Advisors LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $121.03 and $209.33, with an estimated average price of $184.86.

Sold Out: Capital One Financial Corp (COF)

REDW Stanley Financial Advisors LLC sold out a holding in Capital One Financial Corp. The sale prices were between $42.87 and $106.76, with an estimated average price of $88.63.

Sold Out: Wells Fargo & Co (WFC)

REDW Stanley Financial Advisors LLC sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

REDW Stanley Financial Advisors LLC sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $39.35 and $62.03, with an estimated average price of $56.39.

Sold Out: Exxon Mobil Corp (XOM)

REDW Stanley Financial Advisors LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.



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