REDW Stanley Financial Advisors LLC Buys Schwab U.S. Broad MarketETF, Schwab Short-Term U.S. Treasury ETF, The Walt Disney Co, Sells Schwab Intermediate-Term U.S. Treasury ETF, Altria Group Inc, Bristol-Myers Squibb Company

Investment company REDW Stanley Financial Advisors LLC (Current Portfolio) buys Schwab U.S. Broad MarketETF, Schwab Short-Term U.S. Treasury ETF, The Walt Disney Co, Schwab US Aggregate Bond ETF, Schwab Emerging Markets Equity ETF, sells Schwab Intermediate-Term U.S. Treasury ETF, Altria Group Inc, Bristol-Myers Squibb Company, Chevron Corp, Pfizer Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, REDW Stanley Financial Advisors LLC. As of 2019Q2, REDW Stanley Financial Advisors LLC owns 81 stocks with a total value of $154 million. These are the details of the buys and sells.

For the details of REDW Stanley Financial Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/redw+stanley+financial+advisors+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of REDW Stanley Financial Advisors LLC
  1. JPMorgan Ultra-Short Income ETF (JPST) - 1,016,572 shares, 33.21% of the total portfolio. Shares added by 2.04%
  2. Vanguard REIT ETF (VNQ) - 308,238 shares, 17.47% of the total portfolio. Shares reduced by 0.27%
  3. Invesco S&P 500 Equal Weight ETF (RSP) - 73,109 shares, 5.11% of the total portfolio. Shares reduced by 0.57%
  4. Vanguard Mid-Cap ETF (VO) - 42,472 shares, 4.60% of the total portfolio. Shares reduced by 2.79%
  5. SPDR S&P 500 ETF Trust (SPY) - 23,802 shares, 4.52% of the total portfolio. Shares reduced by 0.51%
New Purchase: Schwab Short-Term U.S. Treasury ETF (SCHO)

REDW Stanley Financial Advisors LLC initiated holding in Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.60. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,333 shares as of .

New Purchase: The Walt Disney Co (DIS)

REDW Stanley Financial Advisors LLC initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $138.52. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,602 shares as of .

Added: Schwab U.S. Broad MarketETF (SCHB)

REDW Stanley Financial Advisors LLC added to a holding in Schwab U.S. Broad MarketETF by 34.36%. The purchase prices were between $66.02 and $71.08, with an estimated average price of $69.26. The stock is now traded at around $70.02. The impact to a portfolio due to this purchase was 0.32%. The holding were 27,515 shares as of .

Added: Schwab US Aggregate Bond ETF (SCHZ)

REDW Stanley Financial Advisors LLC added to a holding in Schwab US Aggregate Bond ETF by 59.90%. The purchase prices were between $51.44 and $53, with an estimated average price of $52. The stock is now traded at around $53.56. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,373 shares as of .

Added: Schwab Emerging Markets Equity ETF (SCHE)

REDW Stanley Financial Advisors LLC added to a holding in Schwab Emerging Markets Equity ETF by 22.46%. The purchase prices were between $24.49 and $26.96, with an estimated average price of $25.9. The stock is now traded at around $24.61. The impact to a portfolio due to this purchase was 0.13%. The holding were 40,687 shares as of .

Added: iShares Core S&P 500 ETF (IVV)

REDW Stanley Financial Advisors LLC added to a holding in iShares Core S&P 500 ETF by 35.38%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $293.36. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,630 shares as of .

Added: American Tower Corp (AMT)

REDW Stanley Financial Advisors LLC added to a holding in American Tower Corp by 37.12%. The purchase prices were between $189.85 and $217.52, with an estimated average price of $200.93. The stock is now traded at around $222.23. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,847 shares as of .

Added: Boeing Co (BA)

REDW Stanley Financial Advisors LLC added to a holding in Boeing Co by 30.52%. The purchase prices were between $337.37 and $395.86, with an estimated average price of $364.73. The stock is now traded at around $337.55. The impact to a portfolio due to this purchase was 0.05%. The holding were 975 shares as of .

Sold Out: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

REDW Stanley Financial Advisors LLC sold out a holding in Schwab Intermediate-Term U.S. Treasury ETF. The sale prices were between $53.22 and $55.05, with an estimated average price of $53.97.

Sold Out: Bristol-Myers Squibb Company (BMY)

REDW Stanley Financial Advisors LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $44.62 and $49.34, with an estimated average price of $46.57.

Sold Out: Altria Group Inc (MO)

REDW Stanley Financial Advisors LLC sold out a holding in Altria Group Inc. The sale prices were between $47.35 and $57.73, with an estimated average price of $52.4.

Sold Out: Chevron Corp (CVX)

REDW Stanley Financial Advisors LLC sold out a holding in Chevron Corp. The sale prices were between $113.85 and $126.68, with an estimated average price of $120.87.

Sold Out: Pfizer Inc (PFE)

REDW Stanley Financial Advisors LLC sold out a holding in Pfizer Inc. The sale prices were between $38.98 and $43.76, with an estimated average price of $41.82.

Sold Out: Dow Inc (DOW)

REDW Stanley Financial Advisors LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.



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