- New Purchases: VTI, VWO, VGK, IEMG, ITOT, IEUR, VPL, VNQ, IPAC, VOO, IVV, BIL, VB, VNQI, SCHH, VTV, HYLB, VGSH, SCZ, IUSV, EWC, IJR, IAU, SCHC, HYG, VGIT, TIP, MUB, VTEB, SCHB, SPY, BND, VSS, IWD, AGG, IWM, SCHX, EFV, SCHA, EFA, VXUS,
- Sold Out: NOBL, JHML, PWB, XLI, XLB, AAPL, MSFT, SHW, PNC, AMZN, PFE, XLC, LLY, IDXX, PYPL, ADBE, CSCO, SE, AMD, FVRR, ACN, ISRG, CVNA, SHOP, SQ, VMC, WM, UNH, ADSK, A, VEEV, TWLO, CHGG, LRCX, NOW, INTC, NOC, CMCSA, VZ, AMGN, LMT, ZTS, MSI, BRK.B, MRK, XOM, BMY, MCD, PM, JNJ, CVX, FTEC, TSLA, MO, ARKG, VIG, MMM, TT, PFS, PPG, ARKK, ESSA, MDLZ,
For the details of IAM Advisory, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/iam+advisory%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of IAM Advisory, LLC- Vanguard Total Stock Market ETF (VTI) - 567,304 shares, 17.14% of the total portfolio. New Position
- Vanguard FTSE Emerging Markets ETF (VWO) - 1,708,697 shares, 12.58% of the total portfolio. New Position
- Vanguard FTSE Europe ETF (VGK) - 1,290,201 shares, 11.77% of the total portfolio. New Position
- iShares Core MSCI Emerging Markets ETF (IEMG) - 1,052,546 shares, 9.56% of the total portfolio. New Position
- iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 664,461 shares, 8.90% of the total portfolio. New Position
IAM Advisory, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $206.06 and $222.82, with an estimated average price of $216.25. The stock is now traded at around $222.500000. The impact to a portfolio due to this purchase was 17.14%. The holding were 567,304 shares as of 2021-06-30.
New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)IAM Advisory, LLC initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $50.69 and $54.85, with an estimated average price of $53. The stock is now traded at around $52.110000. The impact to a portfolio due to this purchase was 12.58%. The holding were 1,708,697 shares as of 2021-06-30.
New Purchase: Vanguard FTSE Europe ETF (VGK)IAM Advisory, LLC initiated holding in Vanguard FTSE Europe ETF. The purchase prices were between $62.31 and $69.59, with an estimated average price of $66.78. The stock is now traded at around $65.830000. The impact to a portfolio due to this purchase was 11.77%. The holding were 1,290,201 shares as of 2021-06-30.
New Purchase: iShares Core MSCI Emerging Markets ETF (IEMG)IAM Advisory, LLC initiated holding in iShares Core MSCI Emerging Markets ETF. The purchase prices were between $62.73 and $67.66, with an estimated average price of $65.51. The stock is now traded at around $64.350000. The impact to a portfolio due to this purchase was 9.56%. The holding were 1,052,546 shares as of 2021-06-30.
New Purchase: iShares Core S&P Total U.S. Stock Market ETF (ITOT)IAM Advisory, LLC initiated holding in iShares Core S&P Total U.S. Stock Market ETF. The purchase prices were between $91.38 and $98.86, with an estimated average price of $95.92. The stock is now traded at around $98.670000. The impact to a portfolio due to this purchase was 8.9%. The holding were 664,461 shares as of 2021-06-30.
New Purchase: iShares Core MSCI Europe ETF (IEUR)IAM Advisory, LLC initiated holding in iShares Core MSCI Europe ETF. The purchase prices were between $53.18 and $59.28, with an estimated average price of $56.92. The stock is now traded at around $56.020000. The impact to a portfolio due to this purchase was 5.44%. The holding were 700,674 shares as of 2021-06-30.
Sold Out: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)IAM Advisory, LLC sold out a holding in ProShares S&P 500 Dividend Aristocrats ETF. The sale prices were between $85.84 and $92.96, with an estimated average price of $90.14.
Sold Out: John Hancock Multifactor Large Cap ETF (JHML)IAM Advisory, LLC sold out a holding in John Hancock Multifactor Large Cap ETF. The sale prices were between $50.59 and $54.43, with an estimated average price of $53.12.
Sold Out: Invesco Dynamic Large Cap Growth ETF (PWB)IAM Advisory, LLC sold out a holding in Invesco Dynamic Large Cap Growth ETF. The sale prices were between $66.9 and $74.57, with an estimated average price of $71.01.
Sold Out: Industrial Select Sector SPDR (XLI)IAM Advisory, LLC sold out a holding in Industrial Select Sector SPDR. The sale prices were between $98.14 and $105.2, with an estimated average price of $102.11.
Sold Out: Materials Select Sector SPDR (XLB)IAM Advisory, LLC sold out a holding in Materials Select Sector SPDR. The sale prices were between $78.46 and $88.3, with an estimated average price of $83.85.
Sold Out: Apple Inc (AAPL)IAM Advisory, LLC sold out a holding in Apple Inc. The sale prices were between $122.15 and $136.96, with an estimated average price of $129.28.
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