- New Purchases: IWB, EFA, IWF, AGG, SHY, MOAT, IEI, BNDX, IVW, VCIT, VCSH, FLOT, EEM, MBB, SCHB, TMO, TOTL, ANGL, SCHF, SCHE, VTI, IGSB, VTIP, IWD, TIP, VTEB, EMB, IJR, SPSB, IGIB, ITOT, VIG, QQQ, XLK, CLX, BX, IXUS, AMZN, JNJ, VXUS, LQD, PEP, XLV, GM, MGM, PVH, RCL, BBIO, STZ, NOC, CAKE, FEX, EFV, XLF, EAT, EFG, IVE, MRNA, SCHZ, XLI, BUD, CMCSA, JPM, WRB, FVD, GSLC, RTX, XLC, MDY, SLY, SAVE, VYM, GOOGL, CSCO, DAL, DIS, IYH, PG, XLY, SPSM, BIL, TT, BAC, CVX, GE, INTC, IUSG, M, SCHP, SPTM, XBI, TSLA, WPX, FB, IJH, QUAL, IYW, NSC, NOBL, XLP, PK,
- Added Positions: IVV, SPY, VB, VUG, VTV, SCHM, VSS, VEA, BSV, VO, AAPL, VMBS, BIV, VWO, BA, MSFT, XOM, BLV,
- Reduced Positions: XLU, VGT, VHT, VBR, VOO, BND, VBK, IEFA, VXF, IEMG,
- Sold Out: VFH, VAW, VCR, VDC, XLE, VOX, NEN, IYR, MO, HYG, JHP, BGY, GLQ,
For the details of US FINANCIAL ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/us+financial+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of US FINANCIAL ADVISORS, LLC- BTC iShares Russell 1000 ETF (IWB) - 149,948 shares, 9.58% of the total portfolio. New Position
- BTC iShares Core S&P 500 ETF (IVV) - 67,382 shares, 7.63% of the total portfolio. Shares added by 4013.68%
- BTC iShares MSCI EAFE ETF (EFA) - 267,384 shares, 5.88% of the total portfolio. New Position
- Vanguard Small Cap ETF (VB) - 81,180 shares, 4.77% of the total portfolio. Shares added by 189.59%
- SSGA SPDR S&P 500 (SPY) - 41,309 shares, 4.66% of the total portfolio. Shares added by 1322.98%
Us Financial Advisors, Llc initiated holding in BTC iShares Russell 1000 ETF. The purchase prices were between $182.15 and $211.84, with an estimated average price of $199.16. The stock is now traded at around $222.400000. The impact to a portfolio due to this purchase was 9.58%. The holding were 149,948 shares as of 2020-12-31.
New Purchase: BTC iShares MSCI EAFE ETF (EFA)Us Financial Advisors, Llc initiated holding in BTC iShares MSCI EAFE ETF. The purchase prices were between $60.8 and $73.52, with an estimated average price of $67.94. The stock is now traded at around $76.030000. The impact to a portfolio due to this purchase was 5.88%. The holding were 267,384 shares as of 2020-12-31.
New Purchase: BTC iShares Russell 1000 Growth ETF (IWF)Us Financial Advisors, Llc initiated holding in BTC iShares Russell 1000 Growth ETF. The purchase prices were between $209.24 and $241.25, with an estimated average price of $227.51. The stock is now traded at around $251.920000. The impact to a portfolio due to this purchase was 4.59%. The holding were 63,080 shares as of 2020-12-31.
New Purchase: BTC iShares Core U.S. Aggregate Bond ETF (AGG)Us Financial Advisors, Llc initiated holding in BTC iShares Core U.S. Aggregate Bond ETF. The purchase prices were between $116.49 and $118, with an estimated average price of $117.3. The stock is now traded at around $116.200000. The impact to a portfolio due to this purchase was 4.25%. The holding were 119,287 shares as of 2020-12-31.
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)Us Financial Advisors, Llc initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $86.32 and $86.46, with an estimated average price of $86.39. The stock is now traded at around $86.360000. The impact to a portfolio due to this purchase was 3.34%. The holding were 128,150 shares as of 2020-12-31.
New Purchase: VanEck Vectors Morningstar Wide Moat ETF (MOAT)Us Financial Advisors, Llc initiated holding in VanEck Vectors Morningstar Wide Moat ETF. The purchase prices were between $53.1 and $63.11, with an estimated average price of $59.05. The stock is now traded at around $66.480000. The impact to a portfolio due to this purchase was 3.19%. The holding were 170,696 shares as of 2020-12-31.
Added: BTC iShares Core S&P 500 ETF (IVV)Us Financial Advisors, Llc added to a holding in BTC iShares Core S&P 500 ETF by 4013.68%. The purchase prices were between $326.19 and $375.39, with an estimated average price of $355. The stock is now traded at around $392.250000. The impact to a portfolio due to this purchase was 7.44%. The holding were 67,382 shares as of 2020-12-31.
Added: SSGA SPDR S&P 500 (SPY)Us Financial Advisors, Llc added to a holding in SSGA SPDR S&P 500 by 1322.98%. The purchase prices were between $326.54 and $373.88, with an estimated average price of $355.39. The stock is now traded at around $390.720000. The impact to a portfolio due to this purchase was 4.33%. The holding were 41,309 shares as of 2020-12-31.
Added: Vanguard Small Cap ETF (VB)Us Financial Advisors, Llc added to a holding in Vanguard Small Cap ETF by 189.59%. The purchase prices were between $156.73 and $196.91, with an estimated average price of $177.14. The stock is now traded at around $212.640000. The impact to a portfolio due to this purchase was 3.12%. The holding were 81,180 shares as of 2020-12-31.
Added: Vanguard Growth ETF (VUG)Us Financial Advisors, Llc added to a holding in Vanguard Growth ETF by 633.22%. The purchase prices were between $220.77 and $253.46, with an estimated average price of $239.84. The stock is now traded at around $265.920000. The impact to a portfolio due to this purchase was 2.08%. The holding were 31,543 shares as of 2020-12-31.
Added: Vanguard Value ETF (VTV)Us Financial Advisors, Llc added to a holding in Vanguard Value ETF by 874.58%. The purchase prices were between $101.75 and $119.15, with an estimated average price of $112.7. The stock is now traded at around $124.470000. The impact to a portfolio due to this purchase was 1.39%. The holding were 43,330 shares as of 2020-12-31.
Added: CSIM Schwab U.S. Mid-Cap ETF (SCHM)Us Financial Advisors, Llc added to a holding in CSIM Schwab U.S. Mid-Cap ETF by 735.61%. The purchase prices were between $55.93 and $68.45, with an estimated average price of $62.8. The stock is now traded at around $73.430000. The impact to a portfolio due to this purchase was 0.85%. The holding were 46,819 shares as of 2020-12-31.
Sold Out: Vanguard Financials ETF (VFH)Us Financial Advisors, Llc sold out a holding in Vanguard Financials ETF. The sale prices were between $58.32 and $72.85, with an estimated average price of $66.29.
Sold Out: Vanguard Materials ETF (VAW)Us Financial Advisors, Llc sold out a holding in Vanguard Materials ETF. The sale prices were between $132.46 and $156.97, with an estimated average price of $147.6.
Sold Out: Vanguard Consumer Discretionary ETF (VCR)Us Financial Advisors, Llc sold out a holding in Vanguard Consumer Discretionary ETF. The sale prices were between $229.12 and $275.61, with an estimated average price of $254.59.
Sold Out: Vanguard Consumer Staples ETF (VDC)Us Financial Advisors, Llc sold out a holding in Vanguard Consumer Staples ETF. The sale prices were between $159.52 and $175, with an estimated average price of $169.82.
Sold Out: SSgA Energy Select Sector SPDR (XLE)Us Financial Advisors, Llc sold out a holding in SSgA Energy Select Sector SPDR. The sale prices were between $27.71 and $41.6, with an estimated average price of $34.68.
Sold Out: Vanguard Communication Services ETF (VOX)Us Financial Advisors, Llc sold out a holding in Vanguard Communication Services ETF. The sale prices were between $101.43 and $120.2, with an estimated average price of $111.88.
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