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Change Path, LLC Buys Xtrackers USD High Yield Corporate Bond, Schwab U.S. Large-Cap Growth, Verizon Communications Inc, Sells Schwab US Aggregate Bond, SPDR Portfolio Aggregate Bond, Schwab Fundamental U.S. Small Company Index

Investment company Change Path, LLC buys Xtrackers USD High Yield Corporate Bond, Schwab U.S. Large-Cap Growth, Verizon Communications Inc, JPMorgan Ultra-Short Income, AT&T Inc, Schwab U.S. Broad Market, Microsoft Corp, Vanguard Mega Cap, Schwab U.S. Large-Cap Value, Visa Inc, Schwab International Equity, Schwab U.S. Large-Cap, Schwab Emerging Markets Equity, SPDR Bloomberg Barclays 1-3 Month T-Bill, Eli Lilly and Co, IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, Pimco Investment Grade Corporate Bond Index Exchan, Vanguard Short-Term Treasury ETF, SPDR Portfolio Small Cap, Starbucks Corp, Cerner Corp, Schwab Intermediate-Term U.S. Treasury, WisdomTree U.S. MidCap Fund, Invesco S&P 500 High Dividend Low Volatility, Intel Corp, Shake Shack Inc, SPDR Bloomberg Barclays Short Term High Yield Bond, PayPal Holdings Inc, SPDR Select Sector Fund - Utilities, Stoneridge Inc, Merck Inc, Schwab U.S. TIPs, SPDR Portfolio Total Stock Market, Netflix Inc, Johnson & Johnson, iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares International Aggregate Bond Fund, Invesco Optimum Yield Diversified Commodity Strate, Evergy Inc, General Electric Co, sells Schwab US Aggregate Bond, SPDR Portfolio Aggregate Bond, Schwab Fundamental U.S. Small Company Index, Invesco Fundamental High Yield Corporate Bond, iShares Core U.S. Aggregate Bond, Vanguard Total Stock Market, iShares Core S&P Small-Cap, Invesco Preferred during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Change Path, LLC. As of 2019Q1, Change Path, LLC owns 105 stocks with a total value of $196 million. These are the details of the buys and sells.

For the details of Change Path, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/change+path%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Change Path, LLC
  1. JPMorgan Diversified Return International Equity (JPIN) - 527,277 shares, 14.90% of the total portfolio. Shares added by 19.97%
  2. Vanguard Value (VTV) - 153,619 shares, 8.45% of the total portfolio. Shares added by 10.45%
  3. Vanguard Growth (VUG) - 95,695 shares, 7.65% of the total portfolio. Shares added by 10.09%
  4. Vanguard FTSE Developed Markets (VEA) - 255,373 shares, 5.34% of the total portfolio. Shares added by 14.79%
  5. Vanguard Real Estate (VNQ) - 102,340 shares, 4.55% of the total portfolio. Shares added by 4.79%
New Purchase: Schwab U.S. Large-Cap Growth (SCHG)

Change Path, LLC initiated holding in Schwab U.S. Large-Cap Growth. The purchase prices were between $66.84 and $80.15, with an estimated average price of $75.54. The stock is now traded at around $80.40. The impact to a portfolio due to this purchase was 0.32%. The holding were 7,842 shares as of .

New Purchase: Schwab U.S. Broad Market (SCHB)

Change Path, LLC initiated holding in Schwab U.S. Broad Market. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $68.57. The impact to a portfolio due to this purchase was 0.26%. The holding were 7,351 shares as of .

New Purchase: Vanguard Mega Cap (MGC)

Change Path, LLC initiated holding in Vanguard Mega Cap. The purchase prices were between $84.77 and $98.96, with an estimated average price of $93.94. The stock is now traded at around $98.56. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,010 shares as of .

New Purchase: Visa Inc (V)

Change Path, LLC initiated holding in Visa Inc. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $162.56. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,485 shares as of .

New Purchase: Schwab U.S. Large-Cap Value (SCHV)

Change Path, LLC initiated holding in Schwab U.S. Large-Cap Value. The purchase prices were between $48.54 and $55.48, with an estimated average price of $53.19. The stock is now traded at around $54.91. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,289 shares as of .

New Purchase: Schwab International Equity (SCHF)

Change Path, LLC initiated holding in Schwab International Equity. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $31.14. The impact to a portfolio due to this purchase was 0.16%. The holding were 10,168 shares as of .

Added: Xtrackers USD High Yield Corporate Bond (HYLB)

Change Path, LLC added to a holding in Xtrackers USD High Yield Corporate Bond by 29.52%. The purchase prices were between $46.67 and $49.71, with an estimated average price of $48.85. The stock is now traded at around $49.34. The impact to a portfolio due to this purchase was 0.78%. The holding were 134,234 shares as of .

Added: Verizon Communications Inc (VZ)

Change Path, LLC added to a holding in Verizon Communications Inc by 133.70%. The purchase prices were between $53.28 and $60.88, with an estimated average price of $56.61. The stock is now traded at around $56.50. The impact to a portfolio due to this purchase was 0.3%. The holding were 17,214 shares as of .

Added: JPMorgan Ultra-Short Income (JPST)

Change Path, LLC added to a holding in JPMorgan Ultra-Short Income by 121.86%. The purchase prices were between $50.09 and $50.4, with an estimated average price of $50.26. The stock is now traded at around $50.38. The impact to a portfolio due to this purchase was 0.29%. The holding were 20,751 shares as of .

Added: AT&T Inc (T)

Change Path, LLC added to a holding in AT&T Inc by 172.58%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $31.19. The impact to a portfolio due to this purchase was 0.27%. The holding were 26,737 shares as of .

Added: Microsoft Corp (MSFT)

Change Path, LLC added to a holding in Microsoft Corp by 36.86%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $125.67. The impact to a portfolio due to this purchase was 0.22%. The holding were 13,623 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Change Path, LLC added to a holding in Schwab U.S. Large-Cap by 53.35%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $68.17. The impact to a portfolio due to this purchase was 0.15%. The holding were 12,504 shares as of .

Sold Out: SPDR Portfolio Aggregate Bond (SPAB)

Change Path, LLC sold out a holding in SPDR Portfolio Aggregate Bond. The sale prices were between $27.82 and $28.57, with an estimated average price of $28.06.

Sold Out: Vanguard Total Stock Market (VTI)

Change Path, LLC sold out a holding in Vanguard Total Stock Market. The sale prices were between $124.77 and $146.62, with an estimated average price of $139.34.

Sold Out: iShares Core S&P Small-Cap (IJR)

Change Path, LLC sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $68.11 and $80.91, with an estimated average price of $76.57.



Here is the complete portfolio of Change Path, LLC. Also check out:

1. Change Path, LLC's Undervalued Stocks
2. Change Path, LLC's Top Growth Companies, and
3. Change Path, LLC's High Yield stocks
4. Stocks that Change Path, LLC keeps buying

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