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Adams Chetwood Wealth Management LLC Buys Dimensional Short-Duration Fixed Income ETF, Merck Inc, Thermo Fisher Scientific Inc, Sells iShares S&P 500 Growth ETF, Kimberly-Clark Corp, Precision BioSciences Inc

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Feb 15, 2022
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Investment company Adams Chetwood Wealth Management LLC (Current Portfolio) buys Dimensional Short-Duration Fixed Income ETF, Merck Inc, Thermo Fisher Scientific Inc, sells iShares S&P 500 Growth ETF, Kimberly-Clark Corp, Precision BioSciences Inc, Royal Bank of Canada, Alibaba Group Holding during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Adams Chetwood Wealth Management LLC. As of 2021Q4, Adams Chetwood Wealth Management LLC owns 73 stocks with a total value of $147 million. These are the details of the buys and sells.

For the details of Adams Chetwood Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/adams+chetwood+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Adams Chetwood Wealth Management LLC
  1. Schwab U.S. Large-Cap ETF (SCHX) - 198,511 shares, 15.35% of the total portfolio. Shares reduced by 3.04%
  2. Schwab International Equity ETF (SCHF) - 326,534 shares, 8.62% of the total portfolio. Shares added by 2.00%
  3. Dimensional US Core Equity Market ETF (DFAU) - 327,578 shares, 7.34% of the total portfolio. Shares added by 15.06%
  4. Schwab US Dividend Equity ETF (SCHD) - 124,133 shares, 6.82% of the total portfolio. Shares reduced by 6.98%
  5. Dimensional International Core Equity Market ETF (DFAI) - 188,499 shares, 3.79% of the total portfolio. Shares added by 15.58%
New Purchase: Dimensional Short-Duration Fixed Income ETF (DFSD)

Adams Chetwood Wealth Management LLC initiated holding in Dimensional Short-Duration Fixed Income ETF. The purchase prices were between $49.87 and $50.07, with an estimated average price of $49.97. The stock is now traded at around $48.770000. The impact to a portfolio due to this purchase was 0.43%. The holding were 12,651 shares as of 2021-12-31.

New Purchase: Merck & Co Inc (MRK)

Adams Chetwood Wealth Management LLC initiated holding in Merck & Co Inc. The purchase prices were between $72.28 and $90.54, with an estimated average price of $79.6. The stock is now traded at around $76.470000. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,454 shares as of 2021-12-31.

New Purchase: Thermo Fisher Scientific Inc (TMO)

Adams Chetwood Wealth Management LLC initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $569 and $667.24, with an estimated average price of $625.69. The stock is now traded at around $561.190000. The impact to a portfolio due to this purchase was 0.18%. The holding were 402 shares as of 2021-12-31.

Sold Out: iShares S&P 500 Growth ETF (IVW)

Adams Chetwood Wealth Management LLC sold out a holding in iShares S&P 500 Growth ETF. The sale prices were between $73.1 and $84.81, with an estimated average price of $80.59.

Sold Out: Kimberly-Clark Corp (KMB)

Adams Chetwood Wealth Management LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $129.26 and $142.92, with an estimated average price of $134.72.

Sold Out: Alibaba Group Holding Ltd (BABA)

Adams Chetwood Wealth Management LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.

Sold Out: Biogen Inc (BIIB)

Adams Chetwood Wealth Management LLC sold out a holding in Biogen Inc. The sale prices were between $223.92 and $287.77, with an estimated average price of $256.27.

Sold Out: Unilever PLC (UL)

Adams Chetwood Wealth Management LLC sold out a holding in Unilever PLC. The sale prices were between $50.61 and $54.06, with an estimated average price of $52.77.



Here is the complete portfolio of Adams Chetwood Wealth Management LLC. Also check out:

1. Adams Chetwood Wealth Management LLC's Undervalued Stocks
2. Adams Chetwood Wealth Management LLC's Top Growth Companies, and
3. Adams Chetwood Wealth Management LLC's High Yield stocks
4. Stocks that Adams Chetwood Wealth Management LLC keeps buying
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