- New Purchases: VGIT, AMZN, AAPL, UTX,
- Added Positions: MGC, SCHX, SCHF, SCHC, VXUS, VTI, VB, SCHE, CWI, IEMG, IDV,
- Reduced Positions: VEA, SCZ, IVV, EFA, VWO, IJH, IJR, EEM, PGX, CVX, HYG, JNJ,
- Sold Out: SCHP,
For the details of Apex Investment Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/apex+investment+services%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Apex Investment Services, Inc.- Vanguard Mega Cap (MGC) - 462,701 shares, 22.25% of the total portfolio. Shares added by 2.27%
- Schwab International Equity (SCHF) - 900,860 shares, 13.89% of the total portfolio. Shares added by 2.94%
- Schwab U.S. Large-Cap (SCHX) - 326,928 shares, 10.88% of the total portfolio. Shares added by 4.17%
- Vanguard Total Stock Market (VTI) - 151,171 shares, 10.77% of the total portfolio. Shares added by 1.43%
- Vanguard Intermediate-Term Treasury ETF (VGIT) - 217,933 shares, 6.92% of the total portfolio. New Position
Apex Investment Services, Inc. initiated holding in Vanguard Intermediate-Term Treasury ETF. The purchase prices were between $63.16 and $64.6, with an estimated average price of $63.6. The stock is now traded at around $63.96. The impact to a portfolio due to this purchase was 6.92%. The holding were 217,933 shares as of .
New Purchase: Amazon.com Inc (AMZN)Apex Investment Services, Inc. initiated holding in Amazon.com Inc. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1861.69. The impact to a portfolio due to this purchase was 0.28%. The holding were 319 shares as of .
New Purchase: Apple Inc (AAPL)Apex Investment Services, Inc. initiated holding in Apple Inc. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $203.86. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,385 shares as of .
New Purchase: United Technologies Corp (UTX)Apex Investment Services, Inc. initiated holding in United Technologies Corp. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $137.00. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,856 shares as of .
Sold Out: Schwab U.S. TIPs (SCHP)Apex Investment Services, Inc. sold out a holding in Schwab U.S. TIPs. The sale prices were between $53.25 and $55, with an estimated average price of $53.95.
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