- New Purchases: AGGY, SLYG, VBK, VV,
- Added Positions: SPYG, VUG, VYM, BSV, VCSH, SPDW, SPEM, DGS, SPYV, D, BND, ABBV, TSLA, AMGN, UNH, PEP, MSFT, LMT, JNJ, BRK.B,
- Reduced Positions: SLYV, VAW, DON, DES, VOE, VBR, IJS, IWS, VO, IWN, PG, DFE, EFA, SPYD, IJJ, LNT, EEM, NCBS, VZ, SPY, INTC,
- Sold Out: AMZN, LOAN,
For the details of Financial Planning & Information Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/financial+planning+%26+information+services%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Financial Planning & Information Services, Inc.- SPDR S&P 600 Small Cap Value ETF (SLYV) - 504,316 shares, 13.01% of the total portfolio. Shares reduced by 14.81%
- WisdomTree U.S. MidCap Dividend Fund (DON) - 839,686 shares, 10.68% of the total portfolio. Shares reduced by 8.12%
- SPDR Portfolio S&P 500 Growth ETF (SPYG) - 479,249 shares, 8.50% of the total portfolio. Shares added by 14.31%
- Vanguard Growth ETF (VUG) - 88,575 shares, 7.16% of the total portfolio. Shares added by 4.68%
- Vanguard Value ETF (VTV) - 167,011 shares, 6.91% of the total portfolio. Shares added by 0.35%
Financial Planning & Information Services, Inc. initiated holding in WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The purchase prices were between $51 and $53.32, with an estimated average price of $52.25. The stock is now traded at around $51.800000. The impact to a portfolio due to this purchase was 0.86%. The holding were 53,304 shares as of 2021-03-31.
New Purchase: SPDR S&P 600 Small Cap Growth ETF (SLYG)Financial Planning & Information Services, Inc. initiated holding in SPDR S&P 600 Small Cap Growth ETF. The purchase prices were between $75.68 and $89.9, with an estimated average price of $84.96. The stock is now traded at around $84.860000. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,584 shares as of 2021-03-31.
New Purchase: Vanguard Small Cap Growth ETF (VBK)Financial Planning & Information Services, Inc. initiated holding in Vanguard Small Cap Growth ETF. The purchase prices were between $262.57 and $301.82, with an estimated average price of $281.7. The stock is now traded at around $277.560000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,229 shares as of 2021-03-31.
New Purchase: Vanguard Large Cap ETF (VV)Financial Planning & Information Services, Inc. initiated holding in Vanguard Large Cap ETF. The purchase prices were between $172.81 and $185.58, with an estimated average price of $180.66. The stock is now traded at around $192.840000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,100 shares as of 2021-03-31.
Added: Dominion Energy Inc (D)Financial Planning & Information Services, Inc. added to a holding in Dominion Energy Inc by 30.37%. The purchase prices were between $68 and $76.7, with an estimated average price of $72.63. The stock is now traded at around $80.120000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,044 shares as of 2021-03-31.
Sold Out: Amazon.com Inc (AMZN)Financial Planning & Information Services, Inc. sold out a holding in Amazon.com Inc. The sale prices were between $2951.95 and $3380, with an estimated average price of $3171.97.
Sold Out: Manhattan Bridge Capital Inc (LOAN)Financial Planning & Information Services, Inc. sold out a holding in Manhattan Bridge Capital Inc. The sale prices were between $5.02 and $6.1, with an estimated average price of $5.42.
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