- New Purchases: EFAV, ESGD, MCK, XSLV, CRM, CSCO, IWF, ARKG, EMR,
- Added Positions: QQQ, AAPL, IAU, SPTL, ARKK,
- Reduced Positions: IEFA, SH, RSP, CWI, BRK.B, FVD, SPLV, GOOG, FNDA, IVV, AMZN, MMM, SPY, CVX, AGG, VZ, AMT, IXUS, XOM, IVAL,
- Sold Out: FB,
For the details of Silicon Hills Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/silicon+hills+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Silicon Hills Wealth Management, LLC- PowerShares QQQ Trust Ser 1 (QQQ) - 30,742 shares, 9.63% of the total portfolio. Shares added by 4.11%
- Invesco S&P 500 Equal Weight (RSP) - 60,251 shares, 7.76% of the total portfolio. Shares reduced by 4.15%
- ishares Gold Trust (IAU) - 312,292 shares, 6.72% of the total portfolio. Shares added by 4.03%
- Invesco S&P 500 Low Volatility (SPLV) - 97,738 shares, 6.15% of the total portfolio. Shares reduced by 2.42%
- iShares Core MSCI EAFE (IEFA) - 72,222 shares, 5.22% of the total portfolio. Shares reduced by 8.75%
Silicon Hills Wealth Management, LLC initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $68.28. The impact to a portfolio due to this purchase was 1.66%. The holding were 19,902 shares as of .
New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)Silicon Hills Wealth Management, LLC initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $50.54 and $64.22, with an estimated average price of $57.3. The stock is now traded at around $63.98. The impact to a portfolio due to this purchase was 1.36%. The holding were 17,673 shares as of .
New Purchase: McKesson Corp (MCK)Silicon Hills Wealth Management, LLC initiated holding in McKesson Corp. The purchase prices were between $125.49 and $164.68, with an estimated average price of $144.19. The stock is now traded at around $155.05. The impact to a portfolio due to this purchase was 0.96%. The holding were 4,935 shares as of .
New Purchase: Invesco S&P SmallCap Low Volatility (XSLV)Silicon Hills Wealth Management, LLC initiated holding in Invesco S&P SmallCap Low Volatility. The purchase prices were between $29.54 and $36.83, with an estimated average price of $33.23. The stock is now traded at around $34.55. The impact to a portfolio due to this purchase was 0.74%. The holding were 17,306 shares as of .
New Purchase: Salesforce.com Inc (CRM)Silicon Hills Wealth Management, LLC initiated holding in Salesforce.com Inc. The purchase prices were between $134.06 and $191.65, with an estimated average price of $168.06. The stock is now traded at around $193.43. The impact to a portfolio due to this purchase was 0.48%. The holding were 2,021 shares as of .
New Purchase: Cisco Systems Inc (CSCO)Silicon Hills Wealth Management, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $38.33 and $48.13, with an estimated average price of $43.76. The stock is now traded at around $46.50. The impact to a portfolio due to this purchase was 0.46%. The holding were 7,843 shares as of .
Sold Out: Facebook Inc (FB)Silicon Hills Wealth Management, LLC sold out a holding in Facebook Inc. The sale prices were between $154.18 and $242.24, with an estimated average price of $208.03.
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