- New Purchases: NFRA, BBRE, USMV, INDS,
- Added Positions: MUB, BND, SPY, BNDX, BSV, SHM, PDBC, VTIP, IJR, SCHB, IEMG, SNPE, EAGG, ESGE, SCHF, MSFT, SCHZ, PSX, TSLA, SCHE, QDF, XOM, PEP, SCHH,
- Reduced Positions: IEFA, VMO, VWO, IPAC, VUG, VTV, VBK, VNQ, COP, IEUR, VBR,
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) - 289,356 shares, 23.92% of the total portfolio. Shares added by 1.01%
- Vanguard Total Bond Market ETF (BND) - 621,131 shares, 10.23% of the total portfolio. Shares added by 8.09%
- iShares Core S&P Mid-Cap ETF (IJH) - 194,958 shares, 9.88% of the total portfolio. Shares reduced by 0.09%
- iShares National Muni Bond ETF (MUB) - 419,293 shares, 9.38% of the total portfolio. Shares added by 8.89%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 496,458 shares, 7.10% of the total portfolio. Shares reduced by 3.79%
APCM Wealth Management for Individuals initiated holding in FlexShares STOXX Global Broad Infrastructure Index. The purchase prices were between $55.78 and $59.28, with an estimated average price of $57.71. The stock is now traded at around $58.090000. The impact to a portfolio due to this purchase was 5.84%. The holding were 543,232 shares as of 2021-09-30.
New Purchase: JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE)APCM Wealth Management for Individuals initiated holding in JPMorgan BetaBuilders MSCI U.S. REIT ETF. The purchase prices were between $95.75 and $103.85, with an estimated average price of $99.44. The stock is now traded at around $103.180000. The impact to a portfolio due to this purchase was 3.08%. The holding were 166,014 shares as of 2021-09-30.
New Purchase: BTC iShares MSCI USA Min Vol Factor ETF (USMV)APCM Wealth Management for Individuals initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $73.5 and $77.99, with an estimated average price of $75.9. The stock is now traded at around $76.850000. The impact to a portfolio due to this purchase was 0.48%. The holding were 33,760 shares as of 2021-09-30.
New Purchase: Pacer Benchmark Industrial Real Estate SCTR ETF (INDS)APCM Wealth Management for Individuals initiated holding in Pacer Benchmark Industrial Real Estate SCTR ETF. The purchase prices were between $43.16 and $48.34, with an estimated average price of $45.75. The stock is now traded at around $48.770000. The impact to a portfolio due to this purchase was 0.11%. The holding were 13,382 shares as of 2021-09-30.
Added: Microsoft Corp (MSFT)APCM Wealth Management for Individuals added to a holding in Microsoft Corp by 26.20%. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $307.410000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,556 shares as of 2021-09-30.
Added: Phillips 66 (PSX)APCM Wealth Management for Individuals added to a holding in Phillips 66 by 29.99%. The purchase prices were between $64.27 and $87.9, with an estimated average price of $72.58. The stock is now traded at around $83.320000. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,953 shares as of 2021-09-30.
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