- New Purchases: VV, SUSB, GSY, PZA, ALRM, SHM, BKLN, EFA, IJS, PRO, SJNK, WK, ENSG, FND, FRPT, WFC,
- Added Positions: IXUS, VTI, BNDX, IJH, VWO, IVW, VB, FPE, VO, VNQ, EMB, IJK, MDIV, IJT, IJJ, SPY, IWD, WMT,
- Reduced Positions: VOO, TIP, JPST, IWF, T, IVV, VUG, USMV, DVY, VCSH, VBR, FIVE, MLI, RNST, HD, FB, DIS, TECH, GE, SCZ, LOAN, CSCO,
- Sold Out: PRLB,
For the details of Hardy Reed LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hardy+reed+llc/current-portfolio/portfolio
These are the top 5 holdings of Hardy Reed LLC- Vanguard Total Stock Market ETF (VTI) - 634,262 shares, 25.91% of the total portfolio. Shares added by 4.87%
- Vanguard S&P 500 ETF (VOO) - 244,304 shares, 17.62% of the total portfolio. Shares reduced by 2.2%
- iShares Core MSCI Total International Stock ETF (IXUS) - 991,050 shares, 13.98% of the total portfolio. Shares added by 20.06%
- Vanguard Total International Bond ETF (BNDX) - 607,469 shares, 7.47% of the total portfolio. Shares added by 16.64%
- BTC iShares Core S&P 500 ETF (IVV) - 37,733 shares, 2.97% of the total portfolio. Shares reduced by 2.17%
Hardy Reed LLC initiated holding in Vanguard Large Cap ETF. The purchase prices were between $152.54 and $175.74, with an estimated average price of $166.44. The stock is now traded at around $180.870000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,600 shares as of 2020-12-31.
New Purchase: iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)Hardy Reed LLC initiated holding in iShares ESG 1-5 Year USD Corporate Bond ETF. The purchase prices were between $26.01 and $26.18, with an estimated average price of $26.11. The stock is now traded at around $26.160000. The impact to a portfolio due to this purchase was 0.11%. The holding were 19,149 shares as of 2020-12-31.
New Purchase: Invesco National AMT-Free Municipal Bond ETF (PZA)Hardy Reed LLC initiated holding in Invesco National AMT-Free Municipal Bond ETF. The purchase prices were between $26.3 and $27.16, with an estimated average price of $26.78. The stock is now traded at around $27.150000. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,640 shares as of 2020-12-31.
New Purchase: Invesco Ultra Short Duration ETF (GSY)Hardy Reed LLC initiated holding in Invesco Ultra Short Duration ETF. The purchase prices were between $50.43 and $50.58, with an estimated average price of $50.49. The stock is now traded at around $50.560000. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,435 shares as of 2020-12-31.
New Purchase: Alarm.com Holdings Inc (ALRM)Hardy Reed LLC initiated holding in Alarm.com Holdings Inc. The purchase prices were between $57.13 and $103.79, with an estimated average price of $73.21. The stock is now traded at around $97.860000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,177 shares as of 2020-12-31.
New Purchase: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)Hardy Reed LLC initiated holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The purchase prices were between $49.66 and $49.86, with an estimated average price of $49.79. The stock is now traded at around $49.780000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,575 shares as of 2020-12-31.
Added: iShares Core MSCI Total International Stock ETF (IXUS)Hardy Reed LLC added to a holding in iShares Core MSCI Total International Stock ETF by 20.06%. The purchase prices were between $57.1 and $67.59, with an estimated average price of $62.98. The stock is now traded at around $70.150000. The impact to a portfolio due to this purchase was 2.34%. The holding were 991,050 shares as of 2020-12-31.
Added: BTC iShares Core S&P Mid-Cap ETF (IJH)Hardy Reed LLC added to a holding in BTC iShares Core S&P Mid-Cap ETF by 41.90%. The purchase prices were between $188.36 and $230.69, with an estimated average price of $210.55. The stock is now traded at around $244.610000. The impact to a portfolio due to this purchase was 0.48%. The holding were 33,578 shares as of 2020-12-31.
Added: BTC iShares S&P 500 Growth ETF (IVW)Hardy Reed LLC added to a holding in BTC iShares S&P 500 Growth ETF by 300.00%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $66.150000. The impact to a portfolio due to this purchase was 0.15%. The holding were 14,808 shares as of 2020-12-31.
Added: BTC iShares S&P Mid-Cap 400 Growth ETF (IJK)Hardy Reed LLC added to a holding in BTC iShares S&P Mid-Cap 400 Growth ETF by 316.80%. The purchase prices were between $60.4 and $72.82, with an estimated average price of $66.67. The stock is now traded at around $77.460000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,160 shares as of 2020-12-31.
Added: BTC iShares S&P Mid-Cap 400 Value ETF (IJJ)Hardy Reed LLC added to a holding in BTC iShares S&P Mid-Cap 400 Value ETF by 100.00%. The purchase prices were between $68.97 and $86.35, with an estimated average price of $78.35. The stock is now traded at around $91.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,460 shares as of 2020-12-31.
Added: ISHARES TRUST (IJT)Hardy Reed LLC added to a holding in ISHARES TRUST by 100.00%. The purchase prices were between $89.28 and $115.31, with an estimated average price of $101.93. The stock is now traded at around $126.340000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,412 shares as of 2020-12-31.
Sold Out: Proto Labs Inc (PRLB)Hardy Reed LLC sold out a holding in Proto Labs Inc. The sale prices were between $117.51 and $188.37, with an estimated average price of $141.59.
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