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Fft Wealth Management Llc Buys iShares Russell 3000 ETF, Schwab U.S. Broad Market ETF, Vanguard Value ETF, Sells iShares S&P Mid-Cap 400 Growth ETF, iShares Russell Top 200 Growth ETF, Vanguard Mid-Cap Value ETF

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Nov 12, 2021
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Investment company Fft Wealth Management Llc (Current Portfolio) buys iShares Russell 3000 ETF, Schwab U.S. Broad Market ETF, Vanguard Value ETF, iShares MSCI EAFE ETF, Vanguard Total Stock Market ETF, sells iShares S&P Mid-Cap 400 Growth ETF, iShares Russell Top 200 Growth ETF, Vanguard Mid-Cap Value ETF, Automatic Data Processing Inc, CME Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Fft Wealth Management Llc. As of 2021Q3, Fft Wealth Management Llc owns 90 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of FFT WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fft+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of FFT WEALTH MANAGEMENT LLC
  1. S&P 500 ETF TRUST ETF (SPY) - 335,380 shares, 13.59% of the total portfolio. Shares added by 4.79%
  2. iShares Russell 3000 ETF (IWV) - 366,887 shares, 8.83% of the total portfolio. New Position
  3. Schwab U.S. Broad Market ETF (SCHB) - 738,628 shares, 7.24% of the total portfolio. New Position
  4. Vanguard Value ETF (VTV) - 501,039 shares, 6.40% of the total portfolio. New Position
  5. iShares MSCI EAFE ETF (EFA) - 849,844 shares, 6.26% of the total portfolio. Shares added by 5662.83%
New Purchase: iShares Russell 3000 ETF (IWV)

Fft Wealth Management Llc initiated holding in iShares Russell 3000 ETF. The purchase prices were between $251.09 and $268.14, with an estimated average price of $261.04. The stock is now traded at around $277.330000. The impact to a portfolio due to this purchase was 8.83%. The holding were 366,887 shares as of 2021-09-30.

New Purchase: Schwab U.S. Broad Market ETF (SCHB)

Fft Wealth Management Llc initiated holding in Schwab U.S. Broad Market ETF. The purchase prices were between $102.31 and $109.3, with an estimated average price of $106.4. The stock is now traded at around $113.100000. The impact to a portfolio due to this purchase was 7.24%. The holding were 738,628 shares as of 2021-09-30.

New Purchase: Vanguard Value ETF (VTV)

Fft Wealth Management Llc initiated holding in Vanguard Value ETF. The purchase prices were between $133.72 and $141.65, with an estimated average price of $138.49. The stock is now traded at around $145.320000. The impact to a portfolio due to this purchase was 6.4%. The holding were 501,039 shares as of 2021-09-30.

New Purchase: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Fft Wealth Management Llc initiated holding in SPDR Portfolio S&P 500 Growth ETF. The purchase prices were between $63.13 and $68.34, with an estimated average price of $65.95. The stock is now traded at around $71.230000. The impact to a portfolio due to this purchase was 4.36%. The holding were 720,514 shares as of 2021-09-30.

New Purchase: Vanguard Tax-Exempt Bond ETF (VTEB)

Fft Wealth Management Llc initiated holding in Vanguard Tax-Exempt Bond ETF. The purchase prices were between $54.62 and $55.3, with an estimated average price of $55.07. The stock is now traded at around $54.820000. The impact to a portfolio due to this purchase was 3.58%. The holding were 691,306 shares as of 2021-09-30.

New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)

Fft Wealth Management Llc initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $129.81 and $131.73, with an estimated average price of $130.91. The stock is now traded at around $128.820000. The impact to a portfolio due to this purchase was 3.13%. The holding were 254,344 shares as of 2021-09-30.

Added: iShares MSCI EAFE ETF (EFA)

Fft Wealth Management Llc added to a holding in iShares MSCI EAFE ETF by 5662.83%. The purchase prices were between $76.9 and $82.13, with an estimated average price of $80.01. The stock is now traded at around $81.380000. The impact to a portfolio due to this purchase was 6.15%. The holding were 849,844 shares as of 2021-09-30.

Added: Vanguard Total Stock Market ETF (VTI)

Fft Wealth Management Llc added to a holding in Vanguard Total Stock Market ETF by 5029.56%. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $241.750000. The impact to a portfolio due to this purchase was 4.65%. The holding were 226,111 shares as of 2021-09-30.

Added: Vanguard FTSE Developed Markets ETF (VEA)

Fft Wealth Management Llc added to a holding in Vanguard FTSE Developed Markets ETF by 5298.02%. The purchase prices were between $49.88 and $53.23, with an estimated average price of $51.84. The stock is now traded at around $52.690000. The impact to a portfolio due to this purchase was 2.35%. The holding were 500,666 shares as of 2021-09-30.

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Fft Wealth Management Llc added to a holding in Vanguard FTSE Emerging Markets ETF by 69.44%. The purchase prices were between $48.9 and $53.52, with an estimated average price of $51.26. The stock is now traded at around $52.090900. The impact to a portfolio due to this purchase was 0.95%. The holding were 489,365 shares as of 2021-09-30.

Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Fft Wealth Management Llc added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 1465.65%. The purchase prices were between $108.12 and $124.7, with an estimated average price of $117.53. The stock is now traded at around $118.690000. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,807 shares as of 2021-09-30.

Added: ResMed Inc (RMD)

Fft Wealth Management Llc added to a holding in ResMed Inc by 3620.14%. The purchase prices were between $247.68 and $297.36, with an estimated average price of $273.44. The stock is now traded at around $254.810000. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,357 shares as of 2021-09-30.

Sold Out: BlackRock Inc (BLK)

Fft Wealth Management Llc sold out a holding in BlackRock Inc. The sale prices were between $838.66 and $954.94, with an estimated average price of $896.7.

Sold Out: Deere & Co (DE)

Fft Wealth Management Llc sold out a holding in Deere & Co. The sale prices were between $334.95 and $389.34, with an estimated average price of $360.66.

Sold Out: iShares Russell Top 200 Growth ETF (IWY)

Fft Wealth Management Llc sold out a holding in iShares Russell Top 200 Growth ETF. The sale prices were between $150.85 and $163.01, with an estimated average price of $157.54.

Sold Out: Digital Realty Trust Inc (DLR)

Fft Wealth Management Llc sold out a holding in Digital Realty Trust Inc. The sale prices were between $144.45 and $168, with an estimated average price of $156.92.

Sold Out: Verizon Communications Inc (VZ)

Fft Wealth Management Llc sold out a holding in Verizon Communications Inc. The sale prices were between $54.01 and $56.55, with an estimated average price of $55.34.

Sold Out: Automatic Data Processing Inc (ADP)

Fft Wealth Management Llc sold out a holding in Automatic Data Processing Inc. The sale prices were between $197.05 and $216.72, with an estimated average price of $205.93.



Here is the complete portfolio of FFT WEALTH MANAGEMENT LLC. Also check out:

1. FFT WEALTH MANAGEMENT LLC's Undervalued Stocks
2. FFT WEALTH MANAGEMENT LLC's Top Growth Companies, and
3. FFT WEALTH MANAGEMENT LLC's High Yield stocks
4. Stocks that FFT WEALTH MANAGEMENT LLC keeps buying
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