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Planning Alternatives Ltd Buys iShares MSCI USA ESG Optimized ETF, Chevron Corp, Berkshire Hathaway Inc, Sells iShares Russell 3000 ETF, iShares 1-3 Year Treasury Bond ETF, Texas Instruments Inc

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Jan 25, 2022
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Investment company Planning Alternatives Ltd (Current Portfolio) buys iShares MSCI USA ESG Optimized ETF, Chevron Corp, Berkshire Hathaway Inc, Cisco Systems Inc, VeriSign Inc, sells iShares Russell 3000 ETF, iShares 1-3 Year Treasury Bond ETF, Texas Instruments Inc, Kyndryl Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Planning Alternatives Ltd . As of 2021Q4, Planning Alternatives Ltd owns 47 stocks with a total value of $648 million. These are the details of the buys and sells.

For the details of PLANNING ALTERNATIVES LTD 's stock buys and sells, go to https://www.gurufocus.com/guru/planning+alternatives+ltd+/current-portfolio/portfolio

These are the top 5 holdings of PLANNING ALTERNATIVES LTD
  1. iShares Core S&P 500 ETF (IVV) - 428,125 shares, 31.49% of the total portfolio. Shares reduced by 1.6%
  2. Vanguard FTSE Developed Markets ETF (VEA) - 1,627,073 shares, 12.81% of the total portfolio. Shares added by 0.10%
  3. iShares Core S&P Mid-Cap ETF (IJH) - 220,807 shares, 9.64% of the total portfolio. Shares added by 0.32%
  4. JPMorgan Diversified Return U.S. Equity ETF (JPUS) - 525,996 shares, 8.60% of the total portfolio. Shares reduced by 0.8%
  5. iShares Core S&P Small-Cap ETF (IJR) - 394,961 shares, 6.97% of the total portfolio. Shares added by 0.82%
New Purchase: Chevron Corp (CVX)

Planning Alternatives Ltd initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $132.590000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,123 shares as of 2021-12-31.

New Purchase: Cisco Systems Inc (CSCO)

Planning Alternatives Ltd initiated holding in Cisco Systems Inc. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $56.110000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,498 shares as of 2021-12-31.

New Purchase: VeriSign Inc (VRSN)

Planning Alternatives Ltd initiated holding in VeriSign Inc. The purchase prices were between $204.67 and $255.93, with an estimated average price of $232.11. The stock is now traded at around $212.750000. The impact to a portfolio due to this purchase was 0.03%. The holding were 800 shares as of 2021-12-31.

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Planning Alternatives Ltd initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $38.5 and $42.49, with an estimated average price of $40.57. The stock is now traded at around $39.450000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,274 shares as of 2021-12-31.

Added: iShares MSCI USA ESG Optimized ETF (ESGU)

Planning Alternatives Ltd added to a holding in iShares MSCI USA ESG Optimized ETF by 33.45%. The purchase prices were between $97.93 and $108.46, with an estimated average price of $104.78. The stock is now traded at around $97.910000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,557 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

Planning Alternatives Ltd added to a holding in Berkshire Hathaway Inc by 72.31%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $307.190000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,344 shares as of 2021-12-31.

Added: iShares MSCI EAFE ESG Select ETF (ESGD)

Planning Alternatives Ltd added to a holding in iShares MSCI EAFE ESG Select ETF by 39.19%. The purchase prices were between $75.56 and $81.16, with an estimated average price of $78.74. The stock is now traded at around $75.880000. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,904 shares as of 2021-12-31.

Added: iShares ESG Aware MSCI USA Small-Cap ETF (ESML)

Planning Alternatives Ltd added to a holding in iShares ESG Aware MSCI USA Small-Cap ETF by 38.12%. The purchase prices were between $38.2 and $42.72, with an estimated average price of $40.43. The stock is now traded at around $36.680000. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,185 shares as of 2021-12-31.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Planning Alternatives Ltd sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $85.49 and $86.06, with an estimated average price of $85.72.

Sold Out: Texas Instruments Inc (TXN)

Planning Alternatives Ltd sold out a holding in Texas Instruments Inc. The sale prices were between $184.24 and $201.29, with an estimated average price of $191.91.

Sold Out: Kyndryl Holdings Inc (KD)

Planning Alternatives Ltd sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.



Here is the complete portfolio of PLANNING ALTERNATIVES LTD . Also check out:

1. PLANNING ALTERNATIVES LTD 's Undervalued Stocks
2. PLANNING ALTERNATIVES LTD 's Top Growth Companies, and
3. PLANNING ALTERNATIVES LTD 's High Yield stocks
4. Stocks that PLANNING ALTERNATIVES LTD keeps buying
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