- New Purchases: VGSH, NVDA,
- Added Positions: SPTS, SPY, SCHD, MSFT, AAPL, T, AMZN, QQQ, VZ, VTV, FPE, ABBV, BRK.B, DIS, XLK, V,
- Reduced Positions: VPU, VYM, SDY, IJS, IJH, SCHM, IWM, BSV, SCHG, AMLP, SCHV, MTUM, NFLX, ITW, USMV, SCHO, BNDX,
- Sold Out: PPG, EFA, HEDJ, IEFA, BAC, CVX, SCHA, WFC, BA, SCHX, PFE, SBUX, CAT, BX, QDF, IVV,
For the details of LifeSteps Financial, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/lifesteps+financial%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of LifeSteps Financial, Inc.- SPDR S&P 500 (SPY) - 43,030 shares, 16.44% of the total portfolio. Shares added by 3.09%
- PowerShares QQQ Trust Ser 1 (QQQ) - 42,785 shares, 12.08% of the total portfolio. Shares added by 1.02%
- SPDR S&P Dividend (SDY) - 44,505 shares, 5.27% of the total portfolio. Shares reduced by 4.87%
- iShares Core S&P Mid-Cap (IJH) - 21,722 shares, 4.63% of the total portfolio. Shares reduced by 2.64%
- SPDR Portfolio Short Term Treasury (SPTS) - 100,130 shares, 4.56% of the total portfolio. Shares added by 41.65%
LifeSteps Financial, Inc. initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.83 and $62.34, with an estimated average price of $61.33. The stock is now traded at around $62.24. The impact to a portfolio due to this purchase was 0.74%. The holding were 8,030 shares as of .
New Purchase: NVIDIA Corp (NVDA)LifeSteps Financial, Inc. initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $352.33. The impact to a portfolio due to this purchase was 0.32%. The holding were 814 shares as of .
Added: SPDR Portfolio Short Term Treasury (SPTS)LifeSteps Financial, Inc. added to a holding in SPDR Portfolio Short Term Treasury by 41.65%. The purchase prices were between $29.96 and $30.72, with an estimated average price of $30.23. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 1.34%. The holding were 100,130 shares as of .
Added: Schwab US Dividend Equity (SCHD)LifeSteps Financial, Inc. added to a holding in Schwab US Dividend Equity by 83.85%. 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 $50.68. The impact to a portfolio due to this purchase was 0.37%. The holding were 12,360 shares as of .
Added: AT&T Inc (T)LifeSteps Financial, Inc. added to a holding in AT&T Inc by 37.08%. The purchase prices were between $26.77 and $39.37, with an estimated average price of $36.28. The stock is now traded at around $29.69. The impact to a portfolio due to this purchase was 0.16%. The holding were 13,409 shares as of .
Added: First Trust Preferred Securities and Income ETF (FPE)LifeSteps Financial, Inc. added to a holding in First Trust Preferred Securities and Income ETF by 21.86%. The purchase prices were between $13.6 and $20.48, with an estimated average price of $19.31. The stock is now traded at around $18.17. The impact to a portfolio due to this purchase was 0.08%. The holding were 19,088 shares as of .
Sold Out: PPG Industries Inc (PPG)LifeSteps Financial, Inc. sold out a holding in PPG Industries Inc. The sale prices were between $72.5 and $133.49, with an estimated average price of $111.86.
Sold Out: iShares MSCI EAFE (EFA)LifeSteps Financial, Inc. sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.
Sold Out: WisdomTree Europe Hedged Equity Fund (HEDJ)LifeSteps Financial, Inc. sold out a holding in WisdomTree Europe Hedged Equity Fund. The sale prices were between $44.45 and $71.91, with an estimated average price of $63.67.
Sold Out: iShares Core MSCI EAFE (IEFA)LifeSteps Financial, Inc. sold out a holding in iShares Core MSCI EAFE. The sale prices were between $43.31 and $66.12, with an estimated average price of $59.51.
Sold Out: Bank of America Corp (BAC)LifeSteps Financial, Inc. sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.
Sold Out: Chevron Corp (CVX)LifeSteps Financial, Inc. sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.
Reduced: Vanguard Utilities (VPU)LifeSteps Financial, Inc. reduced to a holding in Vanguard Utilities by 20.09%. The sale prices were between $98.62 and $156.1, with an estimated average price of $141.49. The stock is now traded at around $123.15. The impact to a portfolio due to this sale was -0.49%. LifeSteps Financial, Inc. still held 11,875 shares as of .
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