Nikulski Financial, Inc. Buys iShares MSCI EAFE Min Vol Factor, Vanguard International Dividend Appreciation ETF, SPDR SERIES TRUST, Sells SPDR Russell 1000 ETF, ISHARES TRUST, ISHARES TRUST

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Aug 19, 2020
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Investment company Nikulski Financial, Inc. (Current Portfolio) buys iShares MSCI EAFE Min Vol Factor, Vanguard International Dividend Appreciation ETF, SPDR SERIES TRUST, GLDMN SACHS ETF TR, ISHARES TRUST, sells SPDR Russell 1000 ETF, ISHARES TRUST, ISHARES TRUST, VANGUARD TAX MANAG, iShares MSCI USA Min Vol Factor during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Nikulski Financial, Inc.. As of 2020Q2, Nikulski Financial, Inc. owns 97 stocks with a total value of $131 million. These are the details of the buys and sells.

For the details of Nikulski Financial, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/nikulski+financial%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Nikulski Financial, Inc.
  1. VANGUARD SPECIALIZ (VIG) - 90,994 shares, 8.14% of the total portfolio. Shares added by 0.90%
  2. Amazon.com Inc (AMZN) - 3,280 shares, 6.90% of the total portfolio. Shares added by 1.71%
  3. Apple Inc (AAPL) - 24,758 shares, 6.89% of the total portfolio. Shares added by 0.94%
  4. ISHARES TRUST (IWF) - 25,860 shares, 3.79% of the total portfolio. Shares added by 4.82%
  5. SPDR S&P500 ETF TR (SPY) - 14,967 shares, 3.52% of the total portfolio. Shares reduced by 2.88%
New Purchase: iShares MSCI EAFE Min Vol Factor (EFAV)

Nikulski Financial, Inc. initiated holding in iShares MSCI EAFE Min Vol Factor. 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 $69.01. The impact to a portfolio due to this purchase was 1.71%. The holding were 33,908 shares as of .

New Purchase: Vanguard International Dividend Appreciation ETF (VIGI)

Nikulski Financial, Inc. initiated holding in Vanguard International Dividend Appreciation ETF. The purchase prices were between $55.85 and $68.53, with an estimated average price of $63.2. The stock is now traded at around $71.86. The impact to a portfolio due to this purchase was 1.45%. The holding were 28,359 shares as of .

New Purchase: SPDR SERIES TRUST (SPLG)

Nikulski Financial, Inc. initiated holding in SPDR SERIES TRUST. The purchase prices were between $28.91 and $37.99, with an estimated average price of $34.3. The stock is now traded at around $39.63. The impact to a portfolio due to this purchase was 1.04%. The holding were 37,613 shares as of .

New Purchase: GLDMN SACHS ETF TR (GSLC)

Nikulski Financial, Inc. initiated holding in GLDMN SACHS ETF TR. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $68.37. The impact to a portfolio due to this purchase was 0.92%. The holding were 19,253 shares as of .

New Purchase: ISHARES TRUST (IYH)

Nikulski Financial, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $180.14 and $221.83, with an estimated average price of $210.17. The stock is now traded at around $229.45. The impact to a portfolio due to this purchase was 0.52%. The holding were 3,179 shares as of .

New Purchase: ISHARES TRUST (IGE)

Nikulski Financial, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $15.92 and $24.71, with an estimated average price of $20.61. The stock is now traded at around $22.58. The impact to a portfolio due to this purchase was 0.52%. The holding were 31,606 shares as of .

Added: Microsoft Corp (MSFT)

Nikulski Financial, Inc. added to a holding in Microsoft Corp by 29.51%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $209.70. The impact to a portfolio due to this purchase was 0.34%. The holding were 9,637 shares as of .

Added: ISHARES TRUST (TIP)

Nikulski Financial, Inc. added to a holding in ISHARES TRUST by 58.60%. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $125.74. The impact to a portfolio due to this purchase was 0.29%. The holding were 8,433 shares as of .

Added: Lam Research Corp (LRCX)

Nikulski Financial, Inc. added to a holding in Lam Research Corp by 27.02%. The purchase prices were between $218.15 and $323.46, with an estimated average price of $271.81. The stock is now traded at around $372.19. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,681 shares as of .

Added: The Home Depot Inc (HD)

Nikulski Financial, Inc. added to a holding in The Home Depot Inc by 31.47%. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $282.86. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,990 shares as of .

Added: ISHARES TRUST (IYJ)

Nikulski Financial, Inc. added to a holding in ISHARES TRUST by 54.22%. The purchase prices were between $117.13 and $162.08, with an estimated average price of $139.55. The stock is now traded at around $166.15. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,551 shares as of .

Added: TJX Companies Inc (TJX)

Nikulski Financial, Inc. added to a holding in TJX Companies Inc by 98.86%. The purchase prices were between $40.96 and $57.42, with an estimated average price of $50.21. The stock is now traded at around $54.36. The impact to a portfolio due to this purchase was 0.18%. The holding were 9,585 shares as of .

Sold Out: SPDR Russell 1000 ETF (ELR)

Nikulski Financial, Inc. sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.

Sold Out: ISHARES TRUST (IDU)

Nikulski Financial, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $128.07 and $154.96, with an estimated average price of $142.15.

Sold Out: ISHARES TRUST (ICF)

Nikulski Financial, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $85.11 and $110.12, with an estimated average price of $97.91.

Sold Out: iShares MSCI USA Min Vol Factor (USMV)

Nikulski Financial, Inc. sold out a holding in iShares MSCI USA Min Vol Factor. The sale prices were between $51.94 and $64.01, with an estimated average price of $59.26.

Sold Out: Raytheon Co (RTN)

Nikulski Financial, Inc. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: ISHARES TRUST (IEFA)

Nikulski Financial, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $46.85 and $60.01, with an estimated average price of $53.6.



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