Personal Resources Investment & Strategic Manageme Buys BTC iShares MSCI USA Quality Factor ETF, iShares S&P 500 Value ETF, iShares iBonds Dec 2022 Term Muni Bond ETF, Sells BTC iShares MSCI USA Momentum Factor ETF, VanEck Vectors Morningstar Wide Moat ET

Investment company Personal Resources Investment & Strategic Manageme (Current Portfolio) buys BTC iShares MSCI USA Quality Factor ETF, iShares S&P 500 Value ETF, iShares iBonds Dec 2022 Term Muni Bond ETF, Vanguard S&P 500 ETF, iShares iBonds Dec 2021 Term Muni Bond ETF, sells BTC iShares MSCI USA Momentum Factor ETF, VanEck Vectors Morningstar Wide Moat ETF, AT&T Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Personal Resources Investment & Strategic Manageme. As of 2021Q2, Personal Resources Investment & Strategic Manageme owns 51 stocks with a total value of $276 million. These are the details of the buys and sells.

For the details of Personal Resources Investment & Strategic Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/personal+resources+investment+%26+strategic+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Personal Resources Investment & Strategic Management, Inc.
  1. ProShares S&P 500 Dividend Aristocrats ETF (NOBL) - 227,666 shares, 7.46% of the total portfolio. Shares reduced by 5.61%
  2. iShares Core Dividend Growth ETF (DGRO) - 409,744 shares, 7.46% of the total portfolio. Shares reduced by 5.58%
  3. First Trust Value Line Dividend Index Fund (FVD) - 517,297 shares, 7.44% of the total portfolio. Shares reduced by 4.62%
  4. Goldman Sachs ActiveBeta Emerging Markets Equity E (GEM) - 490,814 shares, 7.24% of the total portfolio. Shares reduced by 1.27%
  5. iShares MSCI EAFE ETF (EFA) - 235,266 shares, 6.71% of the total portfolio. Shares added by 3.18%
New Purchase: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Personal Resources Investment & Strategic Manageme initiated holding in BTC iShares MSCI USA Quality Factor ETF. The purchase prices were between $121.43 and $133.01, with an estimated average price of $127.81. The stock is now traded at around $135.430000. The impact to a portfolio due to this purchase was 2.87%. The holding were 59,770 shares as of 2021-06-30.

New Purchase: iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK)

Personal Resources Investment & Strategic Manageme initiated holding in iShares iBonds Dec 2022 Term Muni Bond ETF. The purchase prices were between $26.2 and $26.27, with an estimated average price of $26.24. The stock is now traded at around $26.210000. The impact to a portfolio due to this purchase was 0.32%. The holding were 33,518 shares as of 2021-06-30.

New Purchase: Vanguard S&P 500 ETF (VOO)

Personal Resources Investment & Strategic Manageme initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $363.07 and $393.52, with an estimated average price of $382.3. The stock is now traded at around $400.460000. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,130 shares as of 2021-06-30.

New Purchase: iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ)

Personal Resources Investment & Strategic Manageme initiated holding in iShares iBonds Dec 2021 Term Muni Bond ETF. The purchase prices were between $25.6 and $25.65, with an estimated average price of $25.63. The stock is now traded at around $25.620000. The impact to a portfolio due to this purchase was 0.13%. The holding were 13,544 shares as of 2021-06-30.

New Purchase: W.P. Carey Inc (WPC)

Personal Resources Investment & Strategic Manageme initiated holding in W.P. Carey Inc. The purchase prices were between $70.57 and $78.29, with an estimated average price of $74.65. The stock is now traded at around $77.590000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,791 shares as of 2021-06-30.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Personal Resources Investment & Strategic Manageme initiated holding in Berkshire Hathaway Inc. The purchase prices were between $255.47 and $292.52, with an estimated average price of $278.9. The stock is now traded at around $279.210000. The impact to a portfolio due to this purchase was 0.08%. The holding were 750 shares as of 2021-06-30.

Added: iShares S&P 500 Value ETF (IVE)

Personal Resources Investment & Strategic Manageme added to a holding in iShares S&P 500 Value ETF by 169.49%. The purchase prices were between $141.24 and $151.25, with an estimated average price of $147.24. The stock is now traded at around $148.080000. The impact to a portfolio due to this purchase was 0.44%. The holding were 13,119 shares as of 2021-06-30.

Sold Out: AT&T Inc (T)

Personal Resources Investment & Strategic Manageme sold out a holding in AT&T Inc. The sale prices were between $28.65 and $32.63, with an estimated average price of $30.11.



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