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Black Diamond Financial, LLC Buys Schwab Short-Term U.S. Treasury ETF, Vanguard Mega Cap Value ETF, Vanguard Total Stock Market ETF, Sells Vanguard Mid-Cap ETF, Vanguard Small-Cap ETF, Vanguard Small-Cap Value ETF

Investment company Black Diamond Financial, LLC (Current Portfolio) buys Schwab Short-Term U.S. Treasury ETF, Vanguard Mega Cap Value ETF, Vanguard Total Stock Market ETF, Amazon.com Inc, Nesco Holdings Inc, sells Vanguard Mid-Cap ETF, Vanguard Small-Cap ETF, Vanguard Small-Cap Value ETF, Vanguard FTSE Emerging Markets ETF, SPDR S&P 500 ETF Trust during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Black Diamond Financial, LLC. As of 2019Q4, Black Diamond Financial, LLC owns 64 stocks with a total value of $137 million. These are the details of the buys and sells.

For the details of Black Diamond Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/black+diamond+financial%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Black Diamond Financial, LLC
  1. Schwab U.S. Large-Cap ETF (SCHX) - 154,199 shares, 8.64% of the total portfolio. Shares added by 5.04%
  2. Vanguard FTSE All-World ex-US ETF (VEU) - 200,655 shares, 7.87% of the total portfolio. Shares reduced by 4.97%
  3. Schwab U.S. Small-Cap ETF (SCHA) - 132,487 shares, 7.31% of the total portfolio. Shares added by 1.84%
  4. Vanguard Growth ETF (VUG) - 37,916 shares, 5.04% of the total portfolio. Shares reduced by 16.48%
  5. Schwab U.S. Mid-Cap ETF (SCHM) - 110,645 shares, 4.85% of the total portfolio. Shares reduced by 2.48%
New Purchase: Amazon.com Inc (AMZN)

Black Diamond Financial, LLC initiated holding in Amazon.com Inc. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $1887.46. The impact to a portfolio due to this purchase was 0.17%. The holding were 129 shares as of .

New Purchase: Nesco Holdings Inc (NSCO)

Black Diamond Financial, LLC initiated holding in Nesco Holdings Inc. The purchase prices were between $3 and $5.61, with an estimated average price of $4.36. The stock is now traded at around $4.84. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,000 shares as of .

Added: Schwab Short-Term U.S. Treasury ETF (SCHO)

Black Diamond Financial, LLC added to a holding in Schwab Short-Term U.S. Treasury ETF by 63.78%. The purchase prices were between $50.38 and $50.71, with an estimated average price of $50.53. The stock is now traded at around $50.58. The impact to a portfolio due to this purchase was 1.25%. The holding were 87,297 shares as of .

Added: Vanguard Mega Cap Value ETF (MGV)

Black Diamond Financial, LLC added to a holding in Vanguard Mega Cap Value ETF by 25.51%. The purchase prices were between $78.27 and $87.77, with an estimated average price of $84.01. The stock is now traded at around $87.94. The impact to a portfolio due to this purchase was 0.85%. The holding were 65,532 shares as of .

Added: Vanguard Total Stock Market ETF (VTI)

Black Diamond Financial, LLC added to a holding in Vanguard Total Stock Market ETF by 43.43%. The purchase prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $168.50. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,800 shares as of .

Sold Out: Starbucks Corp (SBUX)

Black Diamond Financial, LLC sold out a holding in Starbucks Corp. The sale prices were between $81.77 and $88.78, with an estimated average price of $85.31.

Sold Out: Lindblad Expeditions Holdings Inc (LIND)

Black Diamond Financial, LLC sold out a holding in Lindblad Expeditions Holdings Inc. The sale prices were between $15 and $17.35, with an estimated average price of $15.95.

Sold Out: Intel Corp (INTC)

Black Diamond Financial, LLC sold out a holding in Intel Corp. The sale prices were between $49.39 and $60.08, with an estimated average price of $56.13.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Black Diamond Financial, LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $184.05 and $213.79, with an estimated average price of $200.68.

Sold Out: Bank of America Corp (BAC)

Black Diamond Financial, LLC sold out a holding in Bank of America Corp. The sale prices were between $27.63 and $35.52, with an estimated average price of $32.44.



Here is the complete portfolio of Black Diamond Financial, LLC. Also check out:

1. Black Diamond Financial, LLC's Undervalued Stocks
2. Black Diamond Financial, LLC's Top Growth Companies, and
3. Black Diamond Financial, LLC's High Yield stocks
4. Stocks that Black Diamond Financial, LLC keeps buying

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