- New Purchases: NRIM, INTC, IEUR, VBR, SNDL,
- Added Positions: QAI, MUB, SPY, IJH, IEMG, SCHZ, AAPL, AMZN, XOM, ESGD, SCHH,
- Reduced Positions: SHM, BND, IEFA, VMO, VTIP, BSV, IJR, COP, QDF, PSX, SCHB, VBK, VNQ, BRK.B, VUG, ESGE, QUAL, SCHE, SCHF, MSFT, VTV,
- Sold Out: EFA, DTE,
For the details of APCM Wealth Management for Individuals's stock buys and sells, go to https://www.gurufocus.com/guru/apcm+wealth+management+for+individuals/current-portfolio/portfolio
These are the top 5 holdings of APCM Wealth Management for Individuals- S&P 500 ETF TRUST ETF (SPY) - 285,529 shares, 24.91% of the total portfolio. Shares added by 1.21%
- iShares Core S&P Mid-Cap ETF (IJH) - 197,457 shares, 11.31% of the total portfolio. Shares added by 1.06%
- Vanguard Total Bond Market ETF (BND) - 576,488 shares, 10.75% of the total portfolio. Shares reduced by 5.64%
- iShares National Muni Bond ETF (MUB) - 376,798 shares, 9.62% of the total portfolio. Shares added by 13.35%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 516,046 shares, 8.18% of the total portfolio. Shares reduced by 7.12%
APCM Wealth Management for Individuals initiated holding in Northrim BanCorp Inc. The purchase prices were between $32.12 and $47.7, with an estimated average price of $38.36. The stock is now traded at around $43.100000. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,993 shares as of 2021-03-31.
New Purchase: Intel Corp (INTC)APCM Wealth Management for Individuals initiated holding in Intel Corp. The purchase prices were between $49.67 and $65.78, with an estimated average price of $59.63. The stock is now traded at around $65.405000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,376 shares as of 2021-03-31.
New Purchase: iShares Core MSCI Europe ETF (IEUR)APCM Wealth Management for Individuals initiated holding in iShares Core MSCI Europe ETF. The purchase prices were between $50.79 and $54.42, with an estimated average price of $53.03. The stock is now traded at around $55.630000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,885 shares as of 2021-03-31.
New Purchase: Vanguard Small Cap Value ETF (VBR)APCM Wealth Management for Individuals initiated holding in Vanguard Small Cap Value ETF. The purchase prices were between $139.33 and $172.03, with an estimated average price of $156.93. The stock is now traded at around $168.600000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,268 shares as of 2021-03-31.
New Purchase: Sundial Growers Inc (SNDL)APCM Wealth Management for Individuals initiated holding in Sundial Growers Inc. The purchase prices were between $0.54 and $2.95, with an estimated average price of $1.2. The stock is now traded at around $0.930000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 17,500 shares as of 2021-03-31.
Added: IQ Hedge Multi-Strategy Tracker ETF (QAI)APCM Wealth Management for Individuals added to a holding in IQ Hedge Multi-Strategy Tracker ETF by 38.91%. The purchase prices were between $31.63 and $32.67, with an estimated average price of $32.16. The stock is now traded at around $31.900000. The impact to a portfolio due to this purchase was 1.45%. The holding were 738,374 shares as of 2021-03-31.
Sold Out: iShares MSCI EAFE ETF (EFA)APCM Wealth Management for Individuals sold out a holding in iShares MSCI EAFE ETF. The sale prices were between $72.39 and $76.92, with an estimated average price of $75.3.
Sold Out: DTE Energy Co (DTE)APCM Wealth Management for Individuals sold out a holding in DTE Energy Co. The sale prices were between $117.72 and $134.02, with an estimated average price of $123.33.
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