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Leicht Financial Planning & Wealth Management, Inc. Buys iShares MSCI Emerging Index Fund, iShares MSCI EAFE Small-Cap ETF, Guggenheim BulletShares 2020 Corporate Bond, Sells Guggenheim S&P 500 Pure Growth, Guggenheim S&P 500 Pure Value, Vanguard Value

January 12, 2018 | About:

Investment company Leicht Financial Planning & Wealth Management, Inc. buys iShares MSCI Emerging Index Fund, iShares MSCI EAFE Small-Cap ETF, Guggenheim BulletShares 2020 Corporate Bond, Guggenheim BulletShares 2019 Corporate Bond, sells Guggenheim S&P 500 Pure Growth, Guggenheim S&P 500 Pure Value, Vanguard Value, Schwab U.S. Large-Cap Growth, iShares U.S. Aerospace & Defense during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Leicht Financial Planning & Wealth Management, Inc. As of 2017-12-31, Leicht Financial Planning & Wealth Management, Inc owns 14 stocks with a total value of $29 million. These are the details of the buys and sells.

For the details of Leicht Financial Planning & Wealth Management, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Leicht+Financial+Planning+%26+Wealth+Management%2C+Inc.

These are the top 5 holdings of Leicht Financial Planning & Wealth Management, Inc.
  1. Guggenheim S&P 500 Pure Growth (RPG) - 37,772 shares, 14.25% of the total portfolio. Shares reduced by 36.19%
  2. Vanguard Value (VTV) - 37,886 shares, 14.13% of the total portfolio. Shares reduced by 34.15%
  3. Guggenheim S&P 500 Pure Value (RPV) - 56,950 shares, 13.29% of the total portfolio. Shares reduced by 36.7%
  4. iShares S&P Small-Cap 600 Growth ETF (IJT) - 19,178 shares, 11.39% of the total portfolio. Shares reduced by 2.92%
  5. Schwab U.S. Large-Cap Growth (SCHG) - 37,067 shares, 9.34% of the total portfolio. Shares reduced by 35.69%
New Purchase: Guggenheim BulletShares 2020 Corporate Bond (BSCK)

Leicht Financial Planning & Wealth Management, Inc. initiated holdings in Guggenheim BulletShares 2020 Corporate Bond. The purchase prices were between $21.29 and $21.51, with an estimated average price of $21.4. The stock is now traded at around $21.28. The impact to the portfolio due to this purchase was 1.15%. The holdings were 15,672 shares as of 2017-12-31.

Added: iShares MSCI Emerging Index Fund (EEM)

Leicht Financial Planning & Wealth Management, Inc. added to the holdings in iShares MSCI Emerging Index Fund by 195.88%. The purchase prices were between $44.82 and $47.81, with an estimated average price of $46.3. The stock is now traded at around $49.51. The impact to the portfolio due to this purchase was 4.2%. The holdings were 37,533 shares as of 2017-12-31.

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Leicht Financial Planning & Wealth Management, Inc. added to the holdings in iShares MSCI EAFE Small-Cap ETF by 192.96%. The purchase prices were between $61.68 and $64.5, with an estimated average price of $62.96. The stock is now traded at around $67.31. The impact to the portfolio due to this purchase was 4.09%. The holdings were 27,231 shares as of 2017-12-31.

Added: Guggenheim BulletShares 2019 Corporate Bond (BSCJ)

Leicht Financial Planning & Wealth Management, Inc. added to the holdings in Guggenheim BulletShares 2019 Corporate Bond by 91.83%. The purchase prices were between $21.08 and $21.27, with an estimated average price of $21.17. The stock is now traded at around $0.00. The impact to the portfolio due to this purchase was 0.63%. The holdings were 18,070 shares as of 2017-12-31.

Sold Out: Guggenheim BulletShares 2017 Corporate Bond (BSCH)

Leicht Financial Planning & Wealth Management, Inc. sold out the holdings in Guggenheim BulletShares 2017 Corporate Bond. The sale prices were between $22.59 and $22.63, with an estimated average price of $22.61.



Here is the complete portfolio of Leicht Financial Planning & Wealth Management, Inc.. Also check out:

1. Leicht Financial Planning & Wealth Management, Inc.'s Undervalued Stocks
2. Leicht Financial Planning & Wealth Management, Inc.'s Top Growth Companies, and
3. Leicht Financial Planning & Wealth Management, Inc.'s High Yield stocks
4. Stocks that Leicht Financial Planning & Wealth Management, Inc. keeps buying

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