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NewFocus Financial Group, LLC Buys Schwab International Equity, Schwab US Dividend Equity, Schwab Emerging Markets Equity, Sells Vanguard Small-Cap Value, Thor Industries Inc, A.O. Smith Corp

Vancouver, WA, based Investment company NewFocus Financial Group, LLC (Current Portfolio) buys Schwab International Equity, Schwab US Dividend Equity, Schwab Emerging Markets Equity, iShares Core S&P U.S. Value ETF, Vanguard Small-Cap, sells Vanguard Small-Cap Value, Thor Industries Inc, A.O. Smith Corp, FactSet Research Systems Inc, Vanguard Industrials during the 3-months ended 2020Q1, according to the most recent filings of the investment company, NewFocus Financial Group, LLC. As of 2020Q1, NewFocus Financial Group, LLC owns 90 stocks with a total value of $214 million. These are the details of the buys and sells.

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

These are the top 5 holdings of NewFocus Financial Group, LLC
  1. Apple Inc (AAPL) - 73,199 shares, 8.68% of the total portfolio. Shares reduced by 4.84%
  2. Vanguard Div Appreciation (VIG) - 151,287 shares, 7.30% of the total portfolio. Shares added by 15.07%
  3. Microsoft Corp (MSFT) - 59,904 shares, 4.41% of the total portfolio. Shares reduced by 3.01%
  4. iShares Core S&P 500 (IVV) - 32,557 shares, 3.92% of the total portfolio. Shares added by 9.45%
  5. UnitedHealth Group Inc (UNH) - 32,070 shares, 3.73% of the total portfolio. Shares reduced by 4.52%
New Purchase: Schwab International Equity (SCHF)

NewFocus Financial Group, LLC initiated holding in Schwab International Equity. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $28.07. The impact to a portfolio due to this purchase was 3.33%. The holding were 276,461 shares as of .

New Purchase: Schwab Emerging Markets Equity (SCHE)

NewFocus Financial Group, LLC initiated holding in Schwab Emerging Markets Equity. The purchase prices were between $18.68 and $28.22, with an estimated average price of $25.22. The stock is now traded at around $22.58. The impact to a portfolio due to this purchase was 2.05%. The holding were 212,186 shares as of .

New Purchase: iShares Core S&P U.S. Value ETF (IUSV)

NewFocus Financial Group, LLC initiated holding in iShares Core S&P U.S. Value ETF. The purchase prices were between $39.5 and $63.24, with an estimated average price of $57.01. The stock is now traded at around $52.53. The impact to a portfolio due to this purchase was 1.57%. The holding were 72,992 shares as of .

New Purchase: iShares MSCI Emerging Index Fund (EEM)

NewFocus Financial Group, LLC initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $37.35. The impact to a portfolio due to this purchase was 1.04%. The holding were 65,298 shares as of .

New Purchase: Schwab U.S. Small-Cap (SCHA)

NewFocus Financial Group, LLC initiated holding in Schwab U.S. Small-Cap. The purchase prices were between $44.57 and $77.39, with an estimated average price of $68.72. The stock is now traded at around $61.60. The impact to a portfolio due to this purchase was 0.66%. The holding were 27,456 shares as of .

New Purchase: iShares National Muni Bond (MUB)

NewFocus Financial Group, LLC initiated holding in iShares National Muni Bond. The purchase prices were between $101.52 and $117.61, with an estimated average price of $114.37. The stock is now traded at around $111.30. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,080 shares as of .

Added: Schwab US Dividend Equity (SCHD)

NewFocus Financial Group, LLC added to a holding in Schwab US Dividend Equity by 3479.07%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $51.81. The impact to a portfolio due to this purchase was 2.72%. The holding were 133,571 shares as of .

Added: Vanguard Small-Cap (VB)

NewFocus Financial Group, LLC added to a holding in Vanguard Small-Cap by 471.02%. The purchase prices were between $98.45 and $170.48, with an estimated average price of $151.89. The stock is now traded at around $136.82. The impact to a portfolio due to this purchase was 1.56%. The holding were 35,169 shares as of .

Added: WisdomTree U.S. MidCap Dividend Fund (DON)

NewFocus Financial Group, LLC added to a holding in WisdomTree U.S. MidCap Dividend Fund by 101.70%. The purchase prices were between $20.31 and $38.17, with an estimated average price of $33.34. The stock is now traded at around $28.07. The impact to a portfolio due to this purchase was 1.48%. The holding were 260,144 shares as of .

Added: iShares California Muni Bond (CMF)

NewFocus Financial Group, LLC added to a holding in iShares California Muni Bond by 345.57%. The purchase prices were between $53.69 and $62.84, with an estimated average price of $61.01. The stock is now traded at around $59.95. The impact to a portfolio due to this purchase was 1.47%. The holding were 67,130 shares as of .

Added: Raytheon Technologies Corp (RTX)

NewFocus Financial Group, LLC added to a holding in Raytheon Technologies Corp by 202.42%. The purchase prices were between $74.95 and $156.83, with an estimated average price of $135.31. The stock is now traded at around $68.08. The impact to a portfolio due to this purchase was 1.33%. The holding were 45,191 shares as of .

Added: General Dynamics Corp (GD)

NewFocus Financial Group, LLC added to a holding in General Dynamics Corp by 51.01%. The purchase prices were between $106.6 and $189.43, with an estimated average price of $166.85. The stock is now traded at around $138.49. The impact to a portfolio due to this purchase was 0.33%. The holding were 15,962 shares as of .

Sold Out: Thor Industries Inc (THO)

NewFocus Financial Group, LLC sold out a holding in Thor Industries Inc. The sale prices were between $34.61 and $88.09, with an estimated average price of $69.96.

Sold Out: A.O. Smith Corp (AOS)

NewFocus Financial Group, LLC sold out a holding in A.O. Smith Corp. The sale prices were between $34.75 and $48.54, with an estimated average price of $42.78.

Sold Out: FactSet Research Systems Inc (FDS)

NewFocus Financial Group, LLC sold out a holding in FactSet Research Systems Inc. The sale prices were between $204.55 and $308.66, with an estimated average price of $272.49.

Sold Out: Vanguard Industrials (VIS)

NewFocus Financial Group, LLC sold out a holding in Vanguard Industrials. The sale prices were between $91.89 and $160.43, with an estimated average price of $143.29.

Sold Out: Royal Caribbean Cruises Ltd (RCL)

NewFocus Financial Group, LLC sold out a holding in Royal Caribbean Cruises Ltd. The sale prices were between $22.33 and $135.05, with an estimated average price of $93.01.

Sold Out: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

NewFocus Financial Group, LLC sold out a holding in iShares Edge MSCI Min Vol Emerging Markets. The sale prices were between $42.59 and $59.58, with an estimated average price of $53.96.



Here is the complete portfolio of NewFocus Financial Group, LLC. Also check out:

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

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