- Added Positions: VEU, VTI, EMB, VWO, VNQ, BND, FM, VB, IUSV,
- Reduced Positions: SPTM, CMF, IWR,
- Sold Out: AGZ, QTEC, SPDW, SHYG, USRT, SPEM, SPAB,
For the details of PERSONAL FINANCIAL CONSULTANTS INC 's stock buys and sells, go to https://www.gurufocus.com/guru/personal+financial+consultants+inc+/current-portfolio/portfolio
These are the top 5 holdings of PERSONAL FINANCIAL CONSULTANTS INC- Vanguard Total Stock Market (VTI) - 190,070 shares, 23.00% of the total portfolio. Shares added by 6.78%
- Vanguard FTSE All World Ex US (VEU) - 402,058 shares, 16.86% of the total portfolio. Shares added by 14.25%
- Vanguard Real Estate (VNQ) - 155,693 shares, 11.31% of the total portfolio. Shares added by 8.54%
- Vanguard FTSE Emerging Markets (VWO) - 247,234 shares, 8.79% of the total portfolio. Shares added by 13.60%
- Vanguard Total Bond Market ETF (BND) - 126,173 shares, 8.57% of the total portfolio. Shares added by 11.25%
Personal Financial Consultants Inc added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 32.58%. The purchase prices were between $103.91 and $110.19, with an estimated average price of $107.79. The stock is now traded at around $109.43. The impact to a portfolio due to this purchase was 1.45%. The holding were 64,378 shares as of .
Sold Out: iShares Agency Bond (AGZ)Personal Financial Consultants Inc sold out a holding in iShares Agency Bond. The sale prices were between $111.74 and $113.65, with an estimated average price of $112.33.
Sold Out: First Trust NASDAQ-100- Technology Index Fund (QTEC)Personal Financial Consultants Inc sold out a holding in First Trust NASDAQ-100- Technology Index Fund. The sale prices were between $65.07 and $84.48, with an estimated average price of $77.01.
Sold Out: SPDR Portfolio Developed World ex-US (SPDW)Personal Financial Consultants Inc sold out a holding in SPDR Portfolio Developed World ex-US. The sale prices were between $26.18 and $29.6, with an estimated average price of $28.45.
Sold Out: iShares 0-5 Year High Yield Corporate Bond (SHYG)Personal Financial Consultants Inc sold out a holding in iShares 0-5 Year High Yield Corporate Bond. The sale prices were between $44.49 and $46.71, with an estimated average price of $46.14.
Sold Out: iShares Core U.S. REIT (USRT)Personal Financial Consultants Inc sold out a holding in iShares Core U.S. REIT. The sale prices were between $43.8 and $51.95, with an estimated average price of $49.48.
Sold Out: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)Personal Financial Consultants Inc sold out a holding in SPDR Index Shares Fund Portfolio Emerging Markets. The sale prices were between $32 and $36.28, with an estimated average price of $34.78.
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