- New Purchases: FDN, USB, MTUM, EDAP,
- Added Positions: VTV, BSV, SLYV, VIG, SCHO, BRK.B, SCHA, VTI, SLYG, IVV, IBM, RSP, MOAT, VWO, SCHM, UNH, HYT, VNQ, DEM, DON, VGT, IWD, BP, BBY, GNR, MMM, VCSH, HACK, AMZN, VNQI, VTIP, DAL, GOOG, V, ECL, JNJ, MCD, MA, FNDX, NTG, AOA, SCHH, FM, FNDA, AMLP, VOD, TGT, NEE,
- Reduced Positions: AOR, IJS, IEFA, BSCK, IVE, IVW, PDBC, IJH, D, DGRW, LMT, ITOT, ANGL, BDJ, FNDF, IJR, BA, FVD, VV, CVX, PFPT, PGF, HON, HD, IWF, RTN, SCHF, COST, IWV, RYT, SCHZ, VCIT, DLS, IHI, ADBE, BIP, MSFT, CSCO, CAT, IWM, AMAT,
- Sold Out: FTCS, XOM, GRI, IJT, SCHC, AXP, FNX, IXC, VB, BOTZ, EEM, FXH, DIS, UN, JPM, CMCSA, CBRE, BMY,
For the details of OHE FINANCIAL INC's stock buys and sells, go to https://www.gurufocus.com/guru/ohe+financial+inc/current-portfolio/portfolio
These are the top 5 holdings of OHE FINANCIAL INC- iShares S&P 500 Growth (IVW) - 86,120 shares, 6.84% of the total portfolio. Shares reduced by 5.47%
- Schwab Short-Term U.S. Treasury (SCHO) - 254,959 shares, 6.34% of the total portfolio. Shares added by 4.60%
- iShares S&P 500 Value (IVE) - 117,156 shares, 5.42% of the total portfolio. Shares reduced by 6.72%
- Vanguard Div Appreciation (VIG) - 103,376 shares, 5.14% of the total portfolio. Shares added by 8.00%
- Berkshire Hathaway Inc (BRK.B) - 31,660 shares, 2.78% of the total portfolio. Shares added by 10.01%
Ohe Financial Inc initiated holding in First Trust DJ Internet Index Fund. The purchase prices were between $107.38 and $154.58, with an estimated average price of $138.67. The stock is now traded at around $154.49. The impact to a portfolio due to this purchase was 0.31%. The holding were 5,170 shares as of .
New Purchase: U.S. Bancorp (USB)Ohe Financial Inc initiated holding in U.S. Bancorp. The purchase prices were between $28.93 and $59.29, with an estimated average price of $48.59. The stock is now traded at around $30.68. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,500 shares as of .
New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)Ohe Financial Inc 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 $122.46. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,368 shares as of .
New Purchase: Edap TMS SA (EDAP)Ohe Financial Inc initiated holding in Edap TMS SA. The purchase prices were between $1.72 and $4.47, with an estimated average price of $3.55. The stock is now traded at around $2.13. The impact to a portfolio due to this purchase was 0.15%. The holding were 134,960 shares as of .
Added: Vanguard Value (VTV)Ohe Financial Inc added to a holding in Vanguard Value by 874.24%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $94.30. The impact to a portfolio due to this purchase was 1.44%. The holding were 37,411 shares as of .
Added: Vanguard Short-Term Bond (BSV)Ohe Financial Inc added to a holding in Vanguard Short-Term Bond by 72.36%. The purchase prices were between $78.4 and $82.23, with an estimated average price of $80.79. The stock is now traded at around $82.76. The impact to a portfolio due to this purchase was 0.91%. The holding were 54,528 shares as of .
Added: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)Ohe Financial Inc added to a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma by 58.86%. The purchase prices were between $35.74 and $66.24, with an estimated average price of $57.28. The stock is now traded at around $41.99. The impact to a portfolio due to this purchase was 0.39%. The holding were 53,330 shares as of .
Added: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)Ohe Financial Inc added to a holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm by 53.88%. The purchase prices were between $39.85 and $66.69, with an estimated average price of $59.64. The stock is now traded at around $48.83. The impact to a portfolio due to this purchase was 0.14%. The holding were 17,644 shares as of .
Added: Vanguard Total Stock Market (VTI)Ohe Financial Inc added to a holding in Vanguard Total Stock Market by 75.60%. 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 $143.83. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,282 shares as of .
Added: International Business Machines Corp (IBM)Ohe Financial Inc added to a holding in International Business Machines Corp by 37.90%. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $116.98. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,962 shares as of .
Sold Out: First Trust Capital Strength ETF (FTCS)Ohe Financial Inc sold out a holding in First Trust Capital Strength ETF. The sale prices were between $43.11 and $63.33, with an estimated average price of $58.11.
Sold Out: Exxon Mobil Corp (XOM)Ohe Financial Inc 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.
Sold Out: (GRI)Ohe Financial Inc sold out a holding in . The sale prices were between $47.25 and $47.78, with an estimated average price of $47.59.
Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)Ohe Financial Inc 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: Schwab International Small-Cap Equity (SCHC)Ohe Financial Inc sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $20.7 and $34.9, with an estimated average price of $31.07.
Sold Out: First Trust Mid Cap Core AlphaDEX Fund (FNX)Ohe Financial Inc sold out a holding in First Trust Mid Cap Core AlphaDEX Fund. The sale prices were between $41.56 and $74.15, with an estimated average price of $65.55.
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