- New Purchases: KMB, PEP,
- Added Positions: IJR, VTI, BSV, FFC, MYD, VNQ, VOO, BNDX, MMU, VWO, DSL, DIS, VZ, IBM, T,
- Reduced Positions: SPDW, SPEM, IJH, JPST, GWX, EFA, PML, VEA, EFG, NZF, GIS, MSFT, PGF, MUH, PFF, VTV, GOOG, VIG, XLP, BRK.B, IVV, VO, ORCL, WFC, VB, IJT, KXI, BIV, CVX,
- Sold Out: SPSM, DWDP,
For the details of Affiance Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/affiance+financial%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Affiance Financial, LLC- iShares Core S&P Mid-Cap (IJH) - 158,698 shares, 20.02% of the total portfolio. Shares reduced by 7.3%
- Vanguard Short-Term Bond (BSV) - 224,714 shares, 11.91% of the total portfolio. Shares added by 1.78%
- iShares Core S&P Small-Cap (IJR) - 152,690 shares, 7.85% of the total portfolio. Shares added by 85.71%
- Vanguard Total Stock Market (VTI) - 56,126 shares, 5.41% of the total portfolio. Shares added by 13.70%
- Flaherty & Crumrine Preferred Securities Income Fu (FFC) - 373,069 shares, 4.70% of the total portfolio. Shares added by 4.51%
Affiance Financial, LLC initiated holding in PepsiCo Inc. The purchase prices were between $107.32 and $122.55, with an estimated average price of $113.87. The stock is now traded at around $123.66. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,731 shares as of .
New Purchase: Kimberly-Clark Corp (KMB)Affiance Financial, LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $107.87 and $123.9, with an estimated average price of $116.23. The stock is now traded at around $123.01. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,635 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Affiance Financial, LLC added to a holding in iShares Core S&P Small-Cap by 85.71%. The purchase prices were between $68.34 and $81.18, with an estimated average price of $76.72. The stock is now traded at around $79.38. The impact to a portfolio due to this purchase was 3.62%. The holding were 152,690 shares as of .
Added: Vanguard S&P 500 (VOO)Affiance Financial, LLC added to a holding in Vanguard S&P 500 by 22.93%. The purchase prices were between $224.5 and $261.43, with an estimated average price of $249.48. The stock is now traded at around $266.30. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,991 shares as of .
Added: Vanguard Total International Bond ETF (BNDX)Affiance Financial, LLC added to a holding in Vanguard Total International Bond ETF by 26.44%. The purchase prices were between $54.1 and $55.85, with an estimated average price of $54.86. The stock is now traded at around $55.52. The impact to a portfolio due to this purchase was 0.15%. The holding were 18,862 shares as of .
Sold Out: SPDR Portfolio Small Cap (SPSM)Affiance Financial, LLC sold out a holding in SPDR Portfolio Small Cap. The sale prices were between $26.03 and $31.28, with an estimated average price of $29.65.
Sold Out: DowDuPont Inc (DWDP)Affiance Financial, LLC sold out a holding in DowDuPont Inc. The sale prices were between $34.76 and $39.85, with an estimated average price of $36.86.
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