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FormulaFolio Investments, LLC Buys S&P 500 ETF TRUST ETF, BTC iShares MSCI USA Min Vol Factor ETF, Schwab U.S. Mid-Cap ETF, Sells SPDR Portfolio S&P 500 ETF, Vanguard Total Bond Market ETF, Vanguard Intermediate-Term Government Bond ETF

Investment company FormulaFolio Investments, LLC (Current Portfolio) buys S&P 500 ETF TRUST ETF, BTC iShares MSCI USA Min Vol Factor ETF, Schwab U.S. Mid-Cap ETF, iShares Core MSCI Total International Stock ETF, iShares Core S&P Total U.S. Stock Market ETF, sells SPDR Portfolio S&P 500 ETF, Vanguard Total Bond Market ETF, Vanguard Intermediate-Term Government Bond ETF, Fidelity MSCI Information Technology Index ETF, Fidelity MSCI Health Care Index ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, FormulaFolio Investments, LLC. As of 2020Q4, FormulaFolio Investments, LLC owns 617 stocks with a total value of $4 billion. These are the details of the buys and sells.

For the details of FormulaFolio Investments, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/formulafolio+investments%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of FormulaFolio Investments, LLC
  1. Xtrackers USD High Yield Corporate Bond ETF (HYLB) - 5,982,651 shares, 7.41% of the total portfolio. Shares added by 12.04%
  2. S&P 500 ETF TRUST ETF (SPY) - 437,099 shares, 4.04% of the total portfolio. Shares added by 4383.53%
  3. Schwab U.S. Mid-Cap ETF (SCHM) - 2,223,481 shares, 3.75% of the total portfolio. Shares added by 116.59%
  4. BTC iShares Convertible Bond ETF (ICVT) - 1,216,469 shares, 2.90% of the total portfolio. Shares added by 43.88%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 348,941 shares, 2.71% of the total portfolio. Shares added by 49.64%
New Purchase: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

FormulaFolio Investments, LLC initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $61.66 and $67.88, with an estimated average price of $65.89. The stock is now traded at around $66.670000. The impact to a portfolio due to this purchase was 2.66%. The holding were 1,583,887 shares as of 2020-12-31.

New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)

FormulaFolio Investments, LLC initiated holding in iShares Core MSCI Total International Stock ETF. 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 $70.310000. The impact to a portfolio due to this purchase was 1.93%. The holding were 1,164,217 shares as of 2020-12-31.

New Purchase: Invesco S&P 500 Low Volatility ETF (SPLV)

FormulaFolio Investments, LLC initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $52.03 and $56.23, with an estimated average price of $54.94. The stock is now traded at around $55.060000. The impact to a portfolio due to this purchase was 1.04%. The holding were 744,476 shares as of 2020-12-31.

New Purchase: Fidelity MSCI Consumer Discretionary Index ETF (FDIS)

FormulaFolio Investments, LLC initiated holding in Fidelity MSCI Consumer Discretionary Index ETF. The purchase prices were between $60.23 and $71.61, with an estimated average price of $66.35. The stock is now traded at around $74.380000. The impact to a portfolio due to this purchase was 0.89%. The holding were 505,823 shares as of 2020-12-31.

New Purchase: Fidelity MSCI Utilities Index ETF (FUTY)

FormulaFolio Investments, LLC initiated holding in Fidelity MSCI Utilities Index ETF. The purchase prices were between $38.53 and $42.59, with an estimated average price of $40.45. The stock is now traded at around $38.610000. The impact to a portfolio due to this purchase was 0.81%. The holding were 809,416 shares as of 2020-12-31.

New Purchase: Fidelity MSCI Real Estate Index ETF (FREL)

FormulaFolio Investments, LLC initiated holding in Fidelity MSCI Real Estate Index ETF. The purchase prices were between $22.35 and $25.51, with an estimated average price of $24.43. The stock is now traded at around $26.200000. The impact to a portfolio due to this purchase was 0.72%. The holding were 1,139,269 shares as of 2020-12-31.

Added: S&P 500 ETF TRUST ETF (SPY)

FormulaFolio Investments, LLC added to a holding in S&P 500 ETF TRUST ETF by 4383.53%. 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 $386.540000. The impact to a portfolio due to this purchase was 3.95%. The holding were 437,099 shares as of 2020-12-31.

Added: Schwab U.S. Mid-Cap ETF (SCHM)

FormulaFolio Investments, LLC added to a holding in Schwab U.S. Mid-Cap ETF by 116.59%. 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 $73.700000. The impact to a portfolio due to this purchase was 2.02%. The holding were 2,223,481 shares as of 2020-12-31.

Added: iShares Core S&P Total U.S. Stock Market ETF (ITOT)

FormulaFolio Investments, LLC added to a holding in iShares Core S&P Total U.S. Stock Market ETF by 12070.18%. The purchase prices were between $73.75 and $86.22, with an estimated average price of $80.82. The stock is now traded at around $90.070000. The impact to a portfolio due to this purchase was 1.14%. The holding were 541,208 shares as of 2020-12-31.

Added: iShares Core S&P 500 ETF (IVV)

FormulaFolio Investments, LLC added to a holding in iShares Core S&P 500 ETF by 127.85%. The purchase prices were between $326.19 and $375.39, with an estimated average price of $355. The stock is now traded at around $388.020000. The impact to a portfolio due to this purchase was 1.05%. The holding were 201,203 shares as of 2020-12-31.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

FormulaFolio Investments, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 49.64%. The purchase prices were between $269.38 and $313.74, with an estimated average price of $294.04. The stock is now traded at around $318.400000. The impact to a portfolio due to this purchase was 0.9%. The holding were 348,941 shares as of 2020-12-31.

Added: BTC iShares Convertible Bond ETF (ICVT)

FormulaFolio Investments, LLC added to a holding in BTC iShares Convertible Bond ETF by 43.88%. The purchase prices were between $80.95 and $96.9, with an estimated average price of $88.75. The stock is now traded at around $104.420000. The impact to a portfolio due to this purchase was 0.88%. The holding were 1,216,469 shares as of 2020-12-31.

Sold Out: Fidelity MSCI Health Care Index ETF (FHLC)

FormulaFolio Investments, LLC sold out a holding in Fidelity MSCI Health Care Index ETF. The sale prices were between $51.03 and $57.75, with an estimated average price of $55.03.

Sold Out: Global Payments Inc (GPN)

FormulaFolio Investments, LLC sold out a holding in Global Payments Inc. The sale prices were between $156.17 and $215.42, with an estimated average price of $186.6.

Sold Out: ResMed Inc (RMD)

FormulaFolio Investments, LLC sold out a holding in ResMed Inc. The sale prices were between $167.5 and $220.59, with an estimated average price of $199.86.

Sold Out: SPDR Nuveen Bloomberg Barclays High Yield Municipa (HYMB)

FormulaFolio Investments, LLC sold out a holding in SPDR Nuveen Bloomberg Barclays High Yield Municipa. The sale prices were between $55.89 and $58.81, with an estimated average price of $57.12.

Sold Out: iShares U.S. Consumer Services ETF (IYC)

FormulaFolio Investments, LLC sold out a holding in iShares U.S. Consumer Services ETF. The sale prices were between $60.5 and $70.5, with an estimated average price of $66.35.

Sold Out: Lumen Technologies Inc (LUMN)

FormulaFolio Investments, LLC sold out a holding in Lumen Technologies Inc. The sale prices were between $8.62 and $10.9, with an estimated average price of $9.87.



Here is the complete portfolio of FormulaFolio Investments, LLC. Also check out:

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

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