- Added Positions: AGG, SLY, VLUE, MTUM,
- Reduced Positions: BNDX, SHY, EMB, USMV, MUB, VNQ, GE,
- Sold Out: VB, GVI,
For the details of Money Matters Financial Group Inc's stock buys and sells, go to https://www.gurufocus.com/guru/money+matters+financial+group+inc/current-portfolio/portfolio
These are the top 5 holdings of Money Matters Financial Group Inc- Vanguard S&P 500 (VOO) - 532,287 shares, 74.67% of the total portfolio. Shares reduced by 0.27%
- SPDR S&P 600 Small Cap ETF (based on S&P SmallCap (SLY) - 155,001 shares, 5.59% of the total portfolio. Shares added by 15.30%
- iShares MSCI EAFE (EFA) - 126,937 shares, 4.45% of the total portfolio.
- iShares Core U.S. Aggregate Bond (AGG) - 60,805 shares, 3.58% of the total portfolio. Shares added by 2748.01%
- Vanguard Mid-Cap (VO) - 21,927 shares, 1.91% of the total portfolio.
Money Matters Financial Group Inc added to a holding in iShares Core U.S. Aggregate Bond by 2748.01%. The purchase prices were between $106.35 and $109.08, with an estimated average price of $107.2. The stock is now traded at around $108.49. The impact to a portfolio due to this purchase was 3.45%. The holding were 60,805 shares as of .
Added: iShares Edge MSCI USA Value Factor (VLUE)Money Matters Financial Group Inc added to a holding in iShares Edge MSCI USA Value Factor by 79.31%. The purchase prices were between $71.93 and $82.24, with an estimated average price of $79.16. The stock is now traded at around $82.07. The impact to a portfolio due to this purchase was 0.61%. The holding were 31,995 shares as of .
Added: iShares Edge MSCI USA Momentum Factor (MTUM)Money Matters Financial Group Inc added to a holding in iShares Edge MSCI USA Momentum Factor by 33.88%. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $113.27. The impact to a portfolio due to this purchase was 0.29%. The holding were 18,964 shares as of .
Sold Out: Vanguard Small-Cap (VB)Money Matters Financial Group Inc sold out a holding in Vanguard Small-Cap. The sale prices were between $129.63 and $156, with an estimated average price of $148.44.
Sold Out: iShares Intermediate Government/Credit Bond (GVI)Money Matters Financial Group Inc sold out a holding in iShares Intermediate Government/Credit Bond. The sale prices were between $108.03 and $110.44, with an estimated average price of $108.89.
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