Stratford Consulting, LLC Buys WisdomTree U.S. LargeCap Dividend Fund, SPDR S&P 500, Vanguard Real Estate, Sells SPDR Bloomberg Barclays Short Term High Yield Bond, iShares MSCI EAFE Small-Cap ETF, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E

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May 11, 2020
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Addison, TX, based Investment company Stratford Consulting, LLC (Current Portfolio) buys WisdomTree U.S. LargeCap Dividend Fund, SPDR S&P 500, Vanguard Real Estate, Schwab International Equity, Schwab U.S. Small-Cap, sells SPDR Bloomberg Barclays Short Term High Yield Bond, iShares MSCI EAFE Small-Cap ETF, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, Vanguard FTSE Emerging Markets, Vanguard FTSE Developed Markets during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Stratford Consulting, LLC. As of 2020Q1, Stratford Consulting, LLC owns 87 stocks with a total value of $219 million. These are the details of the buys and sells.

For the details of Stratford Consulting, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/stratford+consulting%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Stratford Consulting, LLC
  1. iShares Core S&P 500 (IVV) - 187,032 shares, 22.10% of the total portfolio. Shares reduced by 8.12%
  2. SPDR S&P Dividend (SDY) - 338,583 shares, 12.36% of the total portfolio. Shares added by 2.59%
  3. iShares Core High Dividend (HDV) - 302,378 shares, 9.89% of the total portfolio. Shares reduced by 20%
  4. iShares MSCI EAFE Small-Cap ETF (SCZ) - 257,341 shares, 5.27% of the total portfolio. Shares reduced by 30.3%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 125,085 shares, 4.52% of the total portfolio. Shares reduced by 2.78%
New Purchase: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Stratford Consulting, LLC initiated holding in WisdomTree U.S. LargeCap Dividend Fund. The purchase prices were between $68.95 and $107.42, with an estimated average price of $97.23. The stock is now traded at around $89.07. The impact to a portfolio due to this purchase was 2.86%. The holding were 77,283 shares as of .

New Purchase: SPDR S&P 500 (SPY)

Stratford Consulting, LLC initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $291.19. The impact to a portfolio due to this purchase was 1.77%. The holding were 15,034 shares as of .

New Purchase: Schwab International Small-Cap Equity (SCHC)

Stratford Consulting, LLC initiated holding in Schwab International Small-Cap Equity. The purchase prices were between $20.7 and $34.9, with an estimated average price of $31.07. The stock is now traded at around $27.29. The impact to a portfolio due to this purchase was 1.36%. The holding were 122,332 shares as of .

New Purchase: SPDR S&P Emerging Markets Small Cap (EWX)

Stratford Consulting, LLC initiated holding in SPDR S&P Emerging Markets Small Cap. The purchase prices were between $29.99 and $47.26, with an estimated average price of $41.8. The stock is now traded at around $36.70. The impact to a portfolio due to this purchase was 0.8%. The holding were 53,041 shares as of .

New Purchase: iShares Core MSCI EAFE (IEFA)

Stratford Consulting, LLC initiated holding in iShares Core MSCI EAFE. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $53.09. The impact to a portfolio due to this purchase was 0.66%. The holding were 28,994 shares as of .

New Purchase: Texas Instruments Inc (TXN)

Stratford Consulting, LLC initiated holding in Texas Instruments Inc. The purchase prices were between $93.5 and $134.25, with an estimated average price of $120.51. The stock is now traded at around $114.30. The impact to a portfolio due to this purchase was 0.39%. The holding were 8,578 shares as of .

Added: Vanguard Real Estate (VNQ)

Stratford Consulting, LLC added to a holding in Vanguard Real Estate by 1893.69%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $74.25. The impact to a portfolio due to this purchase was 1.61%. The holding were 53,371 shares as of .

Added: Schwab International Equity (SCHF)

Stratford Consulting, LLC added to a holding in Schwab International Equity by 215021.05%. 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 $27.42. The impact to a portfolio due to this purchase was 1.45%. The holding were 122,619 shares as of .

Added: Schwab U.S. Small-Cap (SCHA)

Stratford Consulting, LLC added to a holding in Schwab U.S. Small-Cap by 388320.00%. The purchase prices were between $44.57 and $77.39, with an estimated average price of $68.72. The stock is now traded at around $59.34. The impact to a portfolio due to this purchase was 1.37%. The holding were 58,263 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Stratford Consulting, LLC added to a holding in iShares Core MSCI Emerging Markets by 510.26%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $43.70. The impact to a portfolio due to this purchase was 0.95%. The holding were 61,673 shares as of .

Added: Vanguard S&P 500 (VOO)

Stratford Consulting, LLC added to a holding in Vanguard S&P 500 by 51.39%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $267.59. The impact to a portfolio due to this purchase was 0.34%. The holding were 9,268 shares as of .

Added: Schwab Emerging Markets Equity (SCHE)

Stratford Consulting, LLC added to a holding in Schwab Emerging Markets Equity by 116579.31%. The purchase prices were between $18.68 and $28.22, with an estimated average price of $25.22. The stock is now traded at around $22.25. The impact to a portfolio due to this purchase was 0.32%. The holding were 33,837 shares as of .

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

Stratford Consulting, LLC sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $119.13 and $199.18, with an estimated average price of $176.08.

Sold Out: Lincoln National Corp (LNC)

Stratford Consulting, LLC sold out a holding in Lincoln National Corp. The sale prices were between $17.06 and $61.17, with an estimated average price of $48.04.

Sold Out: Altria Group Inc (MO)

Stratford Consulting, LLC sold out a holding in Altria Group Inc. The sale prices were between $31.38 and $51.25, with an estimated average price of $44.58.

Sold Out: AT&T Inc (T)

Stratford Consulting, LLC sold out a holding in AT&T Inc. The sale prices were between $26.77 and $39.37, with an estimated average price of $36.28.

Sold Out: Bristol-Myers Squibb Company (BMY)

Stratford Consulting, LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $46.4 and $67.43, with an estimated average price of $61.34.

Sold Out: Intel Corp (INTC)

Stratford Consulting, LLC sold out a holding in Intel Corp. The sale prices were between $44.61 and $68.47, with an estimated average price of $59.3.



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