Brand Asset Management Group, Inc. Buys iShares J.P. Morgan USD Emerging Markets Bond ETF, Vanguard FTSE Developed Markets, Vanguard Total Bond Market ETF, Sells Schwab U.S. Mid Cap, Vanguard Russell 1000 Value Index Fund, iShares Core MSCI EAFE

Author's Avatar
Jul 22, 2020
Article's Main Image
Investment company Brand Asset Management Group, Inc. (Current Portfolio) buys iShares J.P. Morgan USD Emerging Markets Bond ETF, Vanguard FTSE Developed Markets, Vanguard Total Bond Market ETF, Vanguard S&P 500, Vanguard Short-Term Bond, sells Schwab U.S. Mid Cap, Vanguard Russell 1000 Value Index Fund, iShares Core MSCI EAFE, Boeing Co, Berkshire Hathaway Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Brand Asset Management Group, Inc.. As of 2020Q2, Brand Asset Management Group, Inc. owns 239 stocks with a total value of $155 million. These are the details of the buys and sells.

For the details of Brand Asset Management Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/brand+asset+management+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Brand Asset Management Group, Inc.
  1. iShares Core MSCI Emerging Markets (IEMG) - 289,866 shares, 8.88% of the total portfolio. Shares reduced by 2.17%
  2. iShares MSCI EAFE Small-Cap ETF (SCZ) - 236,707 shares, 8.16% of the total portfolio. Shares reduced by 3.61%
  3. iShares Core S&P Mid-Cap (IJH) - 52,793 shares, 6.04% of the total portfolio. Shares added by 7.74%
  4. Schwab International Equity (SCHF) - 313,334 shares, 6.00% of the total portfolio. Shares reduced by 0.28%
  5. iShares Russell 1000 Growth (IWF) - 45,043 shares, 5.56% of the total portfolio. Shares reduced by 5.43%
New Purchase: iShares Inc MSCI Mexico (EWW)

Brand Asset Management Group, Inc. initiated holding in iShares Inc MSCI Mexico. The purchase prices were between $25.5 and $36.13, with an estimated average price of $30.25. The stock is now traded at around $32.43. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,441 shares as of .

New Purchase: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Brand Asset Management Group, Inc. initiated holding in iShares iBoxx $ Investment Grade Corporate Bond. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $137.88. The impact to a portfolio due to this purchase was 0.03%. The holding were 375 shares as of .

New Purchase: Schwab Short-Term U.S. Treasury (SCHO)

Brand Asset Management Group, Inc. initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $51.53 and $51.73, with an estimated average price of $51.64. The stock is now traded at around $51.60. The impact to a portfolio due to this purchase was 0.03%. The holding were 876 shares as of .

New Purchase: Vanguard Intermediate-Term Bond (BIV)

Brand Asset Management Group, Inc. initiated holding in Vanguard Intermediate-Term Bond. The purchase prices were between $88.46 and $93.02, with an estimated average price of $91.14. The stock is now traded at around $93.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 538 shares as of .

New Purchase: Pinnacle West Capital Corp (PNW)

Brand Asset Management Group, Inc. initiated holding in Pinnacle West Capital Corp. The purchase prices were between $68.19 and $82.23, with an estimated average price of $75.58. The stock is now traded at around $80.92. The impact to a portfolio due to this purchase was 0.02%. The holding were 350 shares as of .

New Purchase: Vanguard Extended Market (VXF)

Brand Asset Management Group, Inc. initiated holding in Vanguard Extended Market. The purchase prices were between $83.41 and $125.14, with an estimated average price of $106.99. The stock is now traded at around $125.07. The impact to a portfolio due to this purchase was 0.02%. The holding were 270 shares as of .

Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Brand Asset Management Group, Inc. added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 32.00%. The purchase prices were between $92.92 and $108.9, with an estimated average price of $102.72. The stock is now traded at around $112.04. The impact to a portfolio due to this purchase was 0.2%. The holding were 11,953 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Brand Asset Management Group, Inc. added to a holding in Vanguard FTSE Developed Markets by 22.56%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $40.78. The impact to a portfolio due to this purchase was 0.15%. The holding were 32,181 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

Brand Asset Management Group, Inc. added to a holding in Vanguard Total Bond Market ETF by 36583.33%. The purchase prices were between $84.67 and $88.18, with an estimated average price of $87.06. The stock is now traded at around $88.99. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,201 shares as of .

Added: Vanguard S&P 500 (VOO)

Brand Asset Management Group, Inc. added to a holding in Vanguard S&P 500 by 123.00%. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $298.63. The impact to a portfolio due to this purchase was 0.09%. The holding were 950 shares as of .

Added: Vanguard Short-Term Bond (BSV)

Brand Asset Management Group, Inc. added to a holding in Vanguard Short-Term Bond by 22.73%. The purchase prices were between $81.4 and $83, with an estimated average price of $82.44. The stock is now traded at around $83.17. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,753 shares as of .

Added: Coca-Cola Co (KO)

Brand Asset Management Group, Inc. added to a holding in Coca-Cola Co by 105.26%. The purchase prices were between $42.12 and $49.85, with an estimated average price of $46.06. The stock is now traded at around $47.20. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,560 shares as of .

Sold Out: iShares Short Treasury Bond ETF (SHV)

Brand Asset Management Group, Inc. sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.71 and $111.02, with an estimated average price of $110.82.

Sold Out: Enterprise Products Partners LP (EPD)

Brand Asset Management Group, Inc. sold out a holding in Enterprise Products Partners LP. The sale prices were between $13.79 and $22.31, with an estimated average price of $17.82.

Sold Out: iShares Russell 2000 Growth (IWO)

Brand Asset Management Group, Inc. sold out a holding in iShares Russell 2000 Growth. The sale prices were between $145.38 and $213.33, with an estimated average price of $186.33.

Sold Out: Genuine Parts Co (GPC)

Brand Asset Management Group, Inc. sold out a holding in Genuine Parts Co. The sale prices were between $58.26 and $93.52, with an estimated average price of $78.65.

Sold Out: SPDR S&P International Dividend (DWX)

Brand Asset Management Group, Inc. sold out a holding in SPDR S&P International Dividend. The sale prices were between $28.81 and $35.28, with an estimated average price of $31.8.

Sold Out: JPMorgan Diversified Return International Equity (JPIN)

Brand Asset Management Group, Inc. sold out a holding in JPMorgan Diversified Return International Equity. The sale prices were between $41.01 and $52.04, with an estimated average price of $46.87.



Here is the complete portfolio of Brand Asset Management Group, Inc.. Also check out:

1. Brand Asset Management Group, Inc.'s Undervalued Stocks
2. Brand Asset Management Group, Inc.'s Top Growth Companies, and
3. Brand Asset Management Group, Inc.'s High Yield stocks
4. Stocks that Brand Asset Management Group, Inc. keeps buying