Holistic Financial Partners Buys Vanguard Total Stock Market, Vanguard Total International Stock ETF, SPDR S&P 500, Sells iShares Russell 1000, Apple Inc

Investment company Holistic Financial Partners buys Vanguard Total Stock Market, Vanguard Total International Stock ETF, SPDR S&P 500, SPDR Portfolio Developed World ex-US, iShares MSCI ACWI Index Fund, iShares Core MSCI Total International Stock ETF, iShares MSCI EAFE, iShares Core S&P Mid-Cap, iShares TIPS Bond, Medtronic PLC, iShares National Muni Bond, First Trust North American Energy Infrastructure F, Alibaba Group Holding, Magellan Midstream Partners LP, iShares Core U.S. Aggregate Bond, iShares Core S&P Small-Cap, Energy Transfer LP, The Home Depot Inc, Aptiv PLC, Plains All American Pipeline LP, Nestle SA, iShares Core S&P 500, Phillips 66 Partners LP, Union Pacific Corp, Alphabet Inc, 3M Co, Discovery Inc, Liberty Broadband Corp, Goldman Sachs Group Inc, Carnival Corp, Abbott Laboratories, Shell Midstream Partners LP, Fibra Uno Administracion SA de CV, Bank Rakyat Indonesia (Persero) Tbk, PT XL Axiata TBK, Gazprom PJSC, Sberbank of Russia PJSC, Estacio Participacoes SA, Genting Bhd, PLA Administradora Industrial S de RL de CV, Chinasoft International, Global Digital Solutions Inc, Genertec Universal Medical Group Co, Surgutneftegas PJSC, Magyar Telekom PLC, Luk Fook Holdings (International), China Railway Signalmmunication Corp, Pepsi-Cola Products Philippines Inc, Lifestyle International Holdings, First Philippine Holdings Corporation, China Construction Bank Corp, Turkiye Garanti Bankasi AS, Marfrig Global Foods SA, Hellenic Telecommunication Organization SA, Yue Yuen Industrial (Holdings), Prosegur Cash SA, AES Tiete Energia SA, Shanghai Pharmaceuticals Holding Co, FIBRA Macquarie, Kroton Educacional SA, First Pacific Co, Cielo SA, ITE Group PLC, De La Rue PLC, Dickson Concepts (International), Akbank TAS, Next Fuel Inc, Hemp Inc, sells iShares Russell 1000, Apple Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Holistic Financial Partners. As of 2019Q1, Holistic Financial Partners owns 132 stocks with a total value of $181 million. These are the details of the buys and sells.

• New Purchases: VTI, VXUS, SPDW, ACWI, IXUS, IJH, TIP, MDT, MUB, EMLP, BABA, MMP, ET, IJR, HD, APTV, PAA, NSRGY, IVV, PSXP, UNP, GOOG, MMM, ABT, CCL, GS, LBRDK, DISCK, FBASF, SHLX, BKRKY, PTXKY, OGZPY, ECPCY, SBRCY, 00354, UMTAF, GDSI, CBAOF, GEBHY, SGTPY, MYTAY, LKFLF, FPHHF, LFSYF, CRYYF, PPSTF, CICHF, MRRTY, DBMBF, HLTOY, KROTY, FPAFY, SHPMF, TKGBY, YUEIF, PQN, AESTY, DELRF, CIOXY, ITEPF, DCOHF, AKBTY, HEMP, NXFI,
• Added Positions: SPY, EFA, SCHE, SCHF, SCHZ, AGG, SCHA, PG, MO, KO, ERJ, FEP, CNK, WFC, DWDP, JNJ, NVS, MSFT, PNC, CX, CVX, CSCO, LMT, MCD, CCI, AGRO, UTX, SRE, T, TOT,
• Reduced Positions: VWO, VEA, IWM, IWF, IWD, LLY, AAPL, MDY, PFE, SDY, XOM, JPM, AMZN, HON, PEP,
• Sold Out: IWB,

For the details of Holistic Financial Partners's stock buys and sells, go to https://www.gurufocus.com/guru/holistic+financial+partners/current-portfolio/portfolio

These are the top 5 holdings of Holistic Financial Partners

1. Vanguard Total Stock Market (VTI) - 177,836 shares, 14.19% of the total portfolio. New Position
2. Vanguard Total International Stock ETF (VXUS) - 267,922 shares, 7.67% of the total portfolio. New Position
3. Schwab Emerging Markets Equity (SCHE) - 404,352 shares, 5.80% of the total portfolio. Shares added by 11.03%
4. Vanguard FTSE Emerging Markets (VWO) - 245,751 shares, 5.76% of the total portfolio. Shares reduced by 8.04%
5. Eli Lilly and Co (LLY) - 79,865 shares, 5.72% of the total portfolio. Shares reduced by 1.37%

New Purchase: Vanguard Total Stock Market (VTI)

Holistic Financial Partners initiated holding in Vanguard Total Stock Market. The purchase prices were between $124.77 and $146.62, with an estimated average price of $139.34. The stock is now traded at around $147.73. The impact to a portfolio due to this purchase was 14.19%. The holding were 177,836 shares as of .

New Purchase: Vanguard Total International Stock ETF (VXUS)

Holistic Financial Partners initiated holding in Vanguard Total International Stock ETF. The purchase prices were between $46.6 and $52.7, with an estimated average price of $50.66. The stock is now traded at around $51.99. The impact to a portfolio due to this purchase was 7.67%. The holding were 267,922 shares as of .

New Purchase: SPDR Portfolio Developed World ex-US (SPDW)

Holistic Financial Partners initiated holding in SPDR Portfolio Developed World ex-US. The purchase prices were between $26.18 and $29.6, with an estimated average price of $28.45. The stock is now traded at around $29.27. The impact to a portfolio due to this purchase was 2.93%. The holding were 181,920 shares as of .

New Purchase: iShares MSCI ACWI Index Fund (ACWI)

Holistic Financial Partners initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $63.05 and $72.85, with an estimated average price of $69.43. The stock is now traded at around $72.93. The impact to a portfolio due to this purchase was 2.56%. The holding were 64,274 shares as of .

New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)

Holistic Financial Partners initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $51.94 and $58.78, with an estimated average price of $56.44. The stock is now traded at around $58.09. The impact to a portfolio due to this purchase was 1.51%. The holding were 47,026 shares as of .

New Purchase: iShares Core S&P Mid-Cap (IJH)

Holistic Financial Partners initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $162.23 and $192.69, with an estimated average price of $184.06. The stock is now traded at around $194.54. The impact to a portfolio due to this purchase was 0.95%. The holding were 9,061 shares as of .

Added: SPDR S&P 500 (SPY)

Holistic Financial Partners added to a holding in SPDR S&P 500 by 1207.64%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $288.20. The impact to a portfolio due to this purchase was 3.47%. The holding were 24,126 shares as of .

Added: iShares MSCI EAFE (EFA)

Holistic Financial Partners added to a holding in iShares MSCI EAFE by 109.67%. The purchase prices were between $58.13 and $65.61, with an estimated average price of $63. The stock is now traded at around $65.12. The impact to a portfolio due to this purchase was 1.32%. The holding were 70,843 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Holistic Financial Partners added to a holding in iShares Core U.S. Aggregate Bond by 28.84%. The purchase prices were between $105.31 and $108.56, with an estimated average price of $106.45. The stock is now traded at around $108.62. The impact to a portfolio due to this purchase was 0.27%. The holding were 20,201 shares as of .

Sold Out: iShares Russell 1000 (IWB)

Holistic Financial Partners sold out a holding in iShares Russell 1000. The sale prices were between $134.77 and $158.4, with an estimated average price of $150.66.

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