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Tillar-Wenstrup Advisors, LLC Buys BTC iShares MSCI USA Min Vol Factor ETF, WisdomTree Emerging Markets ex-State-Owned Enterpr, BTC iShares MSCI USA Momentum Factor ETF, Sells SPDR Portfolio S&P 1500 Composite Stock Market ETF, Vanguard Growth ETF, Americ

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Jul 23, 2021
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Centerville, OH, based Investment company Tillar-Wenstrup Advisors, LLC (Current Portfolio) buys BTC iShares MSCI USA Min Vol Factor ETF, WisdomTree Emerging Markets ex-State-Owned Enterpr, BTC iShares MSCI USA Momentum Factor ETF, sells SPDR Portfolio S&P 1500 Composite Stock Market ETF, Vanguard Growth ETF, American Financial Group Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Tillar-Wenstrup Advisors, LLC. As of 2021Q2, Tillar-Wenstrup Advisors, LLC owns 31 stocks with a total value of $191 million. These are the details of the buys and sells.

For the details of Tillar-Wenstrup Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tillar-wenstrup+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Tillar-Wenstrup Advisors, LLC
  1. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 320,386 shares, 12.33% of the total portfolio. Shares added by 63.37%
  2. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 161,896 shares, 11.24% of the total portfolio. Shares added by 0.08%
  3. Invesco FTSE RAFI US 1000 ETF (PRF) - 87,345 shares, 7.32% of the total portfolio. Shares added by 0.76%
  4. Vanguard Value ETF (VTV) - 95,121 shares, 6.83% of the total portfolio. Shares reduced by 4.75%
  5. iShares Core Dividend Growth ETF (DGRO) - 247,839 shares, 6.52% of the total portfolio. Shares reduced by 2.84%
New Purchase: WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE)

Tillar-Wenstrup Advisors, LLC initiated holding in WisdomTree Emerging Markets ex-State-Owned Enterpr. The purchase prices were between $39.05 and $42.32, with an estimated average price of $41.12. The stock is now traded at around $39.821000. The impact to a portfolio due to this purchase was 2.02%. The holding were 91,677 shares as of 2021-06-30.

Added: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Tillar-Wenstrup Advisors, LLC added to a holding in BTC iShares MSCI USA Min Vol Factor ETF by 63.37%. The purchase prices were between $68.99 and $73.7, with an estimated average price of $72.04. The stock is now traded at around $76.161400. The impact to a portfolio due to this purchase was 4.78%. The holding were 320,386 shares as of 2021-06-30.

Added: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

Tillar-Wenstrup Advisors, LLC added to a holding in BTC iShares MSCI USA Momentum Factor ETF by 47.06%. The purchase prices were between $159.57 and $175.48, with an estimated average price of $169.14. The stock is now traded at around $174.398700. The impact to a portfolio due to this purchase was 1.92%. The holding were 66,114 shares as of 2021-06-30.

Sold Out: American Financial Group Inc (AFG)

Tillar-Wenstrup Advisors, LLC sold out a holding in American Financial Group Inc. The sale prices were between $113.94 and $140.29, with an estimated average price of $124.76.



Here is the complete portfolio of Tillar-Wenstrup Advisors, LLC. Also check out:

1. Tillar-Wenstrup Advisors, LLC's Undervalued Stocks
2. Tillar-Wenstrup Advisors, LLC's Top Growth Companies, and
3. Tillar-Wenstrup Advisors, LLC's High Yield stocks
4. Stocks that Tillar-Wenstrup Advisors, LLC keeps buying
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