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Black Diamond Financial, LLC Buys Vanguard Mega Cap Growth, Vanguard Mega Cap Value, Vanguard Short-Term Corporate Bond ETF, Sells Vanguard FTSE All World Ex US, Schwab Short-Term U.S. Treasury, Schwab U.S. Small-Cap

Investment company Black Diamond Financial, LLC (Current Portfolio) buys Vanguard Mega Cap Growth, Vanguard Mega Cap Value, Vanguard Short-Term Corporate Bond ETF, iShares Edge MSCI Min Vol EAFE, Vanguard Tax-Exempt Bond, sells Vanguard FTSE All World Ex US, Schwab Short-Term U.S. Treasury, Schwab U.S. Small-Cap, Schwab International Equity, Facebook Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Black Diamond Financial, LLC. As of 2020Q2, Black Diamond Financial, LLC owns 69 stocks with a total value of $153 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. Vanguard Mega Cap Growth (MGK) - 99,936 shares, 10.67% of the total portfolio. Shares added by 111.70%
  2. Vanguard Mega Cap Value (MGV) - 185,222 shares, 8.85% of the total portfolio. Shares added by 174.09%
  3. Vanguard Mega Cap (MGC) - 120,205 shares, 8.59% of the total portfolio. Shares added by 16.24%
  4. Schwab U.S. Large-Cap (SCHX) - 154,174 shares, 7.46% of the total portfolio. Shares reduced by 7.03%
  5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 133,677 shares, 7.21% of the total portfolio. Shares added by 114.77%
New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

Black Diamond Financial, LLC initiated holding in iShares Edge MSCI Min Vol EAFE. 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 $68.25. The impact to a portfolio due to this purchase was 0.46%. The holding were 10,775 shares as of .

New Purchase: WillScot Mobile Mini Holdings Corp (WSC)

Black Diamond Financial, LLC initiated holding in WillScot Mobile Mini Holdings Corp. The purchase prices were between $8.45 and $15.74, with an estimated average price of $12.29. The stock is now traded at around $14.92. The impact to a portfolio due to this purchase was 0.16%. The holding were 20,000 shares as of .

New Purchase: FTI Consulting Inc (FCN)

Black Diamond Financial, LLC initiated holding in FTI Consulting Inc. The purchase prices were between $101.93 and $142.09, with an estimated average price of $121.18. The stock is now traded at around $110.88. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,000 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Black Diamond Financial, LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $86.24 and $95.36, with an estimated average price of $91.91. The stock is now traded at around $96.58. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,151 shares as of .

Added: Vanguard Mega Cap Growth (MGK)

Black Diamond Financial, LLC added to a holding in Vanguard Mega Cap Growth by 111.70%. The purchase prices were between $121.38 and $165.27, with an estimated average price of $148.71. The stock is now traded at around $172.39. The impact to a portfolio due to this purchase was 5.63%. The holding were 99,936 shares as of .

Added: Vanguard Mega Cap Value (MGV)

Black Diamond Financial, LLC added to a holding in Vanguard Mega Cap Value by 174.09%. The purchase prices were between $63.17 and $80.68, with an estimated average price of $72.25. The stock is now traded at around $76.39. The impact to a portfolio due to this purchase was 5.62%. The holding were 185,222 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Black Diamond Financial, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 114.77%. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.98. The impact to a portfolio due to this purchase was 3.85%. The holding were 133,677 shares as of .

Added: Vanguard Tax-Exempt Bond (VTEB)

Black Diamond Financial, LLC added to a holding in Vanguard Tax-Exempt Bond by 188.80%. The purchase prices were between $51.64 and $54.14, with an estimated average price of $53.28. The stock is now traded at around $54.76. The impact to a portfolio due to this purchase was 0.39%. The holding were 16,661 shares as of .

Added: Amazon.com Inc (AMZN)

Black Diamond Financial, LLC added to a holding in Amazon.com Inc by 68.91%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3021.63. The impact to a portfolio due to this purchase was 0.15%. The holding were 201 shares as of .

Sold Out: Moody's Corporation (MCO)

Black Diamond Financial, LLC sold out a holding in Moody's Corporation. The sale prices were between $197.55 and $282.58, with an estimated average price of $253.26.

Sold Out: Procter & Gamble Co (PG)

Black Diamond Financial, LLC sold out a holding in Procter & Gamble Co. The sale prices were between $109.33 and $124.69, with an estimated average price of $116.42.

Sold Out: Schwab Emerging Markets Equity (SCHE)

Black Diamond Financial, LLC sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $19.87 and $25.05, with an estimated average price of $22.66.

Sold Out: Yum Brands Inc (YUM)

Black Diamond Financial, LLC sold out a holding in Yum Brands Inc. The sale prices were between $63.3 and $96.52, with an estimated average price of $85.1.

Sold Out: Merck & Co Inc (MRK)

Black Diamond Financial, LLC sold out a holding in Merck & Co Inc. The sale prices were between $73.8 and $83.98, with an estimated average price of $78.88.

Sold Out: Pfizer Inc (PFE)

Black Diamond Financial, LLC sold out a holding in Pfizer Inc. The sale prices were between $31.75 and $38.51, with an estimated average price of $35.78.



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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