XML Financial, LLC Buys iShares Core MSCI Total International Stock ETF, iShares Core Dividend Growth, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Sells WisdomTree International Dividend Top 100 Fund, Vanguard Mid-Cap Growth, Schwab U.S. Large-Cap

• New Purchases: IXUS, DGRO, SHM, VGT, PTY, BRK.A, JPS, SHYG, JPI, GSY, SCHZ, MMM, DFP, BOND, MGM, MCN, PSEC,
• Added Positions: MUB, XLP, SPLV, IJR, IWR, SPTM, RWO, PSK, UNH, CWB, T, IWF, MAR, BP, EMB, NEE, IWM, IWP, MO, BDJ, IWO, IWS, JPC, IWN, BA, WFC, USB, RNP, XOM, D, NYCB, BRK.B, GE, JKE, CSCO, RQI, IVV, ADP, MDY, DIS, EMR, AMZN, JNJ, F, PM, MRK, OEF, CTL, IBM, QQQ, CVX, IUSG, KO, HYG, KHC, SUN, PEP, KMX, DVY, GOOG, NPV, REGN, ARCC, AMAT, XLF, MDLZ,
• Reduced Positions: DOO, SCHG, SCHV, TIP, EFA, IWB, XLK, IVW, RSP, DNP, VYM, PFF, INTC, GOOGL, DON, IYF, ORCL, CRM, NOC, EEM, PG, BXMX, ABT, PFE, JPM, IGE, BND, IWV, ACN, AGG, AMGN, ADX, MSFT, MCD, ABBV, V, NIE, GLD, CAT, SBUX, SPY, UA, DUK, HON, LMT, ITOT, VZ, DES, LII, WPM, SIRI,
• Sold Out: VOT, GLAD, BK, ENB, IEFA, FDL, UAA, AEP, IEMG, BBK, VBK, FNX, BABA, BSV, PYPL, UWM, AGN, BX, O, SSO, OMC, HSBC, DHR, SNAP, CXH,

For the details of XML Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/xml+financial%2C+llc/current-portfolio/portfolio

1. iShares Russell Mid-Cap (IWR) - 336,734 shares, 6.79% of the total portfolio. Shares added by 4.59%
2. iShares Russell 1000 (IWB) - 87,255 shares, 5.77% of the total portfolio. Shares reduced by 3.6%
3. Vanguard Total Bond Market ETF (BND) - 84,610 shares, 3.37% of the total portfolio. Shares reduced by 1.38%
4. Schwab U.S. Large-Cap Growth (SCHG) - 87,936 shares, 3.27% of the total portfolio. Shares reduced by 25.79%
5. iShares Core S&P Small-Cap (IJR) - 118,866 shares, 3.11% of the total portfolio. Shares added by 12.51%

XML Financial, LLC initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $49.84. The impact to a portfolio due to this purchase was 2.2%. The holding were 100,007 shares as of .

XML Financial, LLC initiated holding in iShares Core Dividend Growth. The purchase prices were between $27.77 and $42.79, with an estimated average price of $38.83. The stock is now traded at around $35.51. The impact to a portfolio due to this purchase was 2.15%. The holding were 141,312 shares as of .

XML Financial, LLC initiated holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The purchase prices were between $43.92 and $49.69, with an estimated average price of $48.97. The stock is now traded at around $49.11. The impact to a portfolio due to this purchase was 1.75%. The holding were 76,845 shares as of .

XML Financial, LLC initiated holding in Vanguard Information Tech. The purchase prices were between $185.49 and $273.21, with an estimated average price of $244.1. The stock is now traded at around $247.74. The impact to a portfolio due to this purchase was 0.6%. The holding were 6,107 shares as of .

XML Financial, LLC initiated holding in PIMCO Corporate & Income Opportunity Fds. The purchase prices were between $10.44 and $19.68, with an estimated average price of $17.62. The stock is now traded at around $14.65. The impact to a portfolio due to this purchase was 0.5%. The holding were 83,396 shares as of .

XML Financial, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $240000 and $344970, with an estimated average price of $319779. The stock is now traded at around $260750.00. The impact to a portfolio due to this purchase was 0.25%. The holding were 2 shares as of .

XML Financial, LLC added to a holding in iShares National Muni Bond by 181.21%. The purchase prices were between $101.52 and $117.61, with an estimated average price of $114.37. The stock is now traded at around $112.62. The impact to a portfolio due to this purchase was 1.53%. The holding were 44,931 shares as of .

XML Financial, LLC added to a holding in SPDR Select Sector Fund - Consumer Staples by 993.04%. The purchase prices were between $48.63 and $64.79, with an estimated average price of $61. The stock is now traded at around $56.85. The impact to a portfolio due to this purchase was 0.97%. The holding were 42,060 shares as of .

XML Financial, LLC added to a holding in Invesco S&P 500 Low Volatility by 494.67%. The purchase prices were between $39.35 and $62.03, with an estimated average price of $56.39. The stock is now traded at around $48.66. The impact to a portfolio due to this purchase was 0.88%. The holding were 48,353 shares as of .

XML Financial, LLC added to a holding in SPDR Portfolio S&P 1500 Composite Stock Market by 50.80%. The purchase prices were between $27.12 and $41.81, with an estimated average price of $37.92. The stock is now traded at around $35.09. The impact to a portfolio due to this purchase was 0.26%. The holding were 52,357 shares as of .

XML Financial, LLC added to a holding in SPDR Wells Fargo Preferred Stock by 80.88%. The purchase prices were between $31.08 and $44.66, with an estimated average price of $42.67. The stock is now traded at around $41.60. The impact to a portfolio due to this purchase was 0.17%. The holding were 20,088 shares as of .

XML Financial, LLC added to a holding in UnitedHealth Group Inc by 43.33%. The purchase prices were between $194.86 and $305.31, with an estimated average price of $276.19. The stock is now traded at around $285.00. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,671 shares as of .

XML Financial, LLC sold out a holding in Vanguard Mid-Cap Growth. The sale prices were between $108.51 and $170.49, with an estimated average price of $153.09.

XML Financial, LLC sold out a holding in Gladstone Capital Corp. The sale prices were between $4.29 and $10.53, with an estimated average price of $9.04.

XML Financial, LLC sold out a holding in Bank of New York Mellon Corp. The sale prices were between $27.49 and $51.48, with an estimated average price of $42.25.

XML Financial, LLC sold out a holding in Enbridge Inc. The sale prices were between $23.74 and $43.06, with an estimated average price of $37.24.

XML Financial, LLC sold out a holding in First Trust Morningstar. The sale prices were between $18.89 and $32.24, with an estimated average price of $28.47.

XML Financial, LLC sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.