Investment company
Capital Financial Planning, LLC buys Vanguard Mortgage-Backed Securities ETF, iShares MSCI Emerging Index Fund, iShares Core MSCI EAFE, iShares MBS ETF, SPDR Portfolio Short Term Corporate Bond, SPDR Bloomberg Barclays High Yield Bond, iShares Government/Credit Bond, iShares Intermediate Government/Credit Bond, iShares Inc MSCI Italy, iShares Global 100, iShares Inc MSCI South Korea, SPDR Select Sector Fund - Technology, SPDR Series Trust Portfolio S&P 500 Growth, Fox Corp, PIMCO 0-5 Year High Yield Corporat Bond Index Exch, SPDR S&P Dividend, Johnson & Johnson, iShares MSCI Japan Sm Cap, sells iShares iBoxx $ Investment Grade Corporate Bond, Vanguard Mid-Cap, SPDR Select Sector Fund - Financial, iShares Core Dividend Growth, Apple Inc, Vanguard Total Stock Market, iShares 7-10 Year Treasury Bond ETF, iShares Select Dividend ETF, First Trust Cons. Discret. AlphaDEX, Fox Corp, Xtrackers USD High Yield Corporate Bond, SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares Short Treasury Bond ETF, Verisk Analytics Inc, ishares Gold Trust, SPDR Portfolio Intermediate Term Corporate Bond, SPDR S&P 500, iShares U.S. Medical Devices, iShares TIPS Bond, SPDR S&P Regional Banking, General Electric Co, Procter & Gamble Co, iShares Edge MSCI Min Vol USA, SPDR Select Sector Fund - Energy Select Sector, Public Service Enterprise Group Inc, Duke Energy Corp, JPMorgan Chase, Vanguard Total International Bond ETF, AT&T Inc, SPDR Bloomberg Barclays Convertible Securities, iShares Inc MSCI Brazil, Automatic Data Processing Inc, JPMorgan Ultra-Short Income, Vanguard FTSE All-Wld ex-US SmCp Idx, Coca-Cola Co, First Trust Senior Loan Fund ETF, Vanguard Real Estate, Vanguard Large-Cap, SPDR Select Sector Fund - Consumer Staples, iShares iBoxx $ High Yield Corporate Bond, Altria Group Inc, Visa Inc, Vanguard FTSE Developed Markets, Vanguard Div Appreciation, SPDR Select Sector Fund - Utilities, Merck Inc, Polaris Industries Inc, Facebook Inc, Alphabet Inc, Vanguard Total Bond Market ETF, PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, iShares Short-Term Corporate Bond ETF, iShares U.S. Financial Services, Cisco Systems Inc, The Home Depot Inc, iShares Floating Rate Bond, First Trust Enhanced Short Maturity ETF, iShares U.S. Real Estate, Invesco National AMT-Free Municipal Bond ETFo, Vanguard High Dividend Yield, Consolidated Edison Inc, Intel Corp, First Trust DJ Global Select Dividend, General Mills Inc, SPDR S&P International Dividend, iShares Inc MSCI Switzerland, First Trust Small Cap Core AlphaDEX Fund, Shares Long-Term Corporate Bond, Bank of America Corporation, Netflix Inc, Sanofi SA, Sysco Corp, Mastercard Inc, iShares MSCI Canada Index Fund, SPDR S&P China, iShares U.S. Utilities, iShares Core S&P Mid-Cap, iShares Core S&P 500, PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares Preferred and Income Securities ETF, Vanguard Extended Market, Adobe Inc, Ball Corp, Eli Lilly and Co, International Paper Co, Pfizer Inc, iShares International Select Dividend, SPDR Blackstone GSO Senior Loan, Chevron Corp, Edison International, PepsiCo Inc, Royal Dutch Shell PLC, Philip Morris International Inc, iPath Bloomberg Commodity Index Total Return ETN, First Trust Large Cap Value AlphaDEX Fund, iShares U.S. Health Care Providers, SPDR Portfolio Developed World ex-US, Boeing Co, Comcast Corp, The Hershey Co, Medical Properties Trust Inc, Starbucks Corp, UnitedHealth Group Inc, WisdomTree U.S. SmallCap Dividend Fund, Vanguard Financials, Vanguard Global ex-U.S. Real Estate ETF, Real Estate Select Sector SPDR Fund (The), Costco Wholesale Corp, Cummins Inc, EastGroup Properties Inc, Sirius XM Holdings Inc, Texas Instruments Inc, Torchmark Corp, Trustco Bank Corp N Y, Kinder Morgan Inc, Vanguard Intermediate-Term Bond, WisdomTree Emerging Markets High Dividend Fund, iShares MSCI Emerging Markets Asia ETF, SPDR Gold Trust, iShares S&P 500 Growth, iShares Russell 1000 Growth, Invesco QQQ Trust Series 1, Vanguard Mid-Cap Growth, Vanguard FTSE Emerging Markets, Invesco S&P MidCap Low Volatility, CVS Health Corp, CME Group Inc, Corning Inc, Lowe's Inc, Medtronic PLC, Newtek Business Services Corp, PNC Financial Services Group Inc, Simon Property Group Inc, Walmart Inc, Broadridge Financial Solutions Inc, Phillips 66, AbbVie Inc, Voya Financial Inc, News Corp, iShares Edge MSCI Min Vol Global, iShares 3-7 Year Treasury Bond ETF, iShares Europe, iShares Russell Midcap Growth, SPDR Nuveen Bloomberg Barclays Municipal Bond, Vanguard Intermediate-Term Corporate Bond ETF, SPDR Select Sector Fund - Consumer Discretionary, 3M Co, Ares Capital Corp, Bristol-Myers Squibb Company, Cintas Corp, Clorox Co, DowDuPont Inc, Eastman Chemical Co, Edwards Lifesciences Corp, Exelon Corp, Exxon Mobil Corp, Ingersoll-Rand PLC, Kellogg Co, Lockheed Martin Corp, Marsh & McLennan Inc, NVIDIA Corp, Omnicom Group Inc, ONEOK Inc, PPG Industries Inc, Progressive Corp, Regeneron Pharmaceuticals Inc, Stryker Corp, T. Rowe Price Group Inc, Teradyne Inc, Calamos Strategic Total Return Fund, American Water Works Co Inc, Alibaba Group Holding, SPDR Bloomberg Barclays Intl Treasury Bd, iShares Intermediate-Term Corporate Bond ETF, iShares Edge MSCI Min Vol Emerging Markets, iShares Core S&P Small-Cap, iShares Core S&P U.S. Value ETF, ACADIA Pharmaceuticals Inc, Abbott Laboratories, Aflac Inc, American Electric Power Co Inc, American Tower Corp, Amgen Inc, Amphenol Corp, Annaly Capital Management Inc, BlackRock Inc, Caterpillar Inc, Cigna Corp, Cincinnati Financial Corp, Cognizant Technology Solutions Corp, Colgate-Palmolive Co, National Retail Properties Inc, Danaher Corp, DexCom Inc, Dover Corp, Enterprise Products Partners LP, NextEra Energy Inc, First Industrial Realty Trust Inc, Gilead Sciences Inc, Goldman Sachs Group Inc, HCP Inc, Honeywell International Inc, Kimberly-Clark Corp, Lamar Advertising Co, Las Vegas Sands Corp, Liberty Property Trust, Magna International Inc, Eversource Energy, PPL Corp, Paychex Inc, PulteGroup Inc, Raytheon Co, Realty Income Corp, Seagate Technology PLC, SunTrust Banks Inc, Thermo Fisher Scientific Inc, Union Pacific Corp, UDR Inc, The Walt Disney Co, Werner Enterprises Inc, Xcel Energy Inc, Hanesbrands Inc, MSCI Inc, AGNC Investment Corp, Colony Capital Inc, Charter Communications Inc, Tesla Inc, Zoetis Inc, Viper Energy Partners LP, Aurora Cannabis Inc, Shopify Inc, Avangrid Inc, Appian Corp, Inspire Medical Systems Inc, Global X Super Dividend, WisdomTree International SmallCap Fund, WisdomTree U.S. MidCap Dividend Fund, First Trust VL Dividend, ETFMG Prime Cyber Security, SPDR Nuveen S&P High Yield Municipal Bond, iShares Global Infrastructure ETF, VanEck Vectors AMT-Free Intermediate Municipal Ind, iShares Russell 2000, iShares U.S. Consumer Services, Vanguard Mega Cap Growth, Vanguard Mega Cap Value, SPDR Nuveen Bloomberg Barclays Short Term Municipa, SPDR Index Shares Fund Portfolio Emerging Markets, SPDR Portfolio Small Cap, Vanguard Utilities, SPDR S&P Aerospace & Defense, Invesco S&P SmallCap Low Volatility, Accenture PLC, Amarin Corp PLC, American Express Co, Applied Materials Inc, Archer-Daniels Midland Co, AutoWeb Inc, Biogen Inc, CBRE Group Inc, CGI Inc, Cabot Oil & Gas Corp, Canadian Pacific Railway, Carnival Corp, Celanese Corp, Celgene Corp, Centene Corp, CenturyLink Inc, Coca-Cola European Partners PLC, Comerica Inc, DXC Technology Co, Crown Castle International Corp, EOG Resources Inc, Eaton Corp PLC, Enbridge Inc, EPR Properties, Essex Property Trust Inc, Ford Motor Co, Equity Commonwealth, Halliburton Co, Welltower Inc, Infosys, The Interpublic Group of Inc, JetBlue Airways Corp, Jones Lang LaSalle Inc, Korn Ferry, Mondelez International Inc, Macquarie Infrastructure Corp, Manulife Financial Corp, Mid-America Apartment Communities Inc, Morgan Stanley, NICE, National Fuel Gas Co, New York Community Bancorp Inc, Northrop Grumman Corp, Novo Nordisk A/S, Old Dominion Freight Lines Inc, ORIX Corp, People's United Financial Inc, Booking Holdings Inc, Prudential Financial Inc, Rogers Communications Inc, Roper Technologies Inc, Ross Stores Inc, Royal Bank of Canada, SK Telecom Co, Sony Corp, Southwest Airlines Co, Sun Life Financial Inc, Teva Pharmaceutical Industries, Total SA, Toyota Motor Corp, Unilever PLC, United Rentals Inc, United Technologies Corp, Unum Group, Urban Outfitters Inc, Valero Energy Corp, Vector Group, Ventas Inc, Viacom Inc, Wintrust Financial Corp, WEC Energy Group Inc, Yum Brands Inc, Aberdeen Asia-pacific Income Fund Inc, Gabelli Equity Trust Inc, Nuveen Preferred & Income Opportunities Fund, Nuveen Credit Strategies Income Fund, Evercore Inc, AllianzGI Equitynvertible Income Fund, B&G Foods Inc, Two Harbors Investment Corp, Brookfield Infrastructure Partners LP, Starwood Property Trust Inc, Broadcom Inc, Amphastar Pharmaceuticals Inc, SS&C Technologies Holdings Inc, First American Financial Corp, Fabrinet, NXP Semiconductors NV, BankUnited Inc, Marathon Petroleum Corp, Healthcare Trust of America Inc, Icon PLC, New Residential Investment Corp, Citizens Financial Group Inc, PayPal Holdings Inc, Hewlett Packard Enterprise Co, Athene Holding, Snap Inc, Alerian MLP, Invesco Senior Loan, WisdomTree U.S. Dividend ex-Financials Fund, SPDR Bloomberg Barclays Emerging Markets Local Bon, First Trust Global Wind Energy, First Trust Mid Cap Core AlphaDEX Fund, SPDR S&P International SmallCap, VanEck Vectors Emerging Markets High Yield Bond, First Trust High Yield Long/Short ETF, iShares S&P Global Clean Energy Index Fund, iShares U.S. Home Construction, SPDR Bloomberg Barclays Intermediate Term Treasury, iShares Russell Mid-cap Value, iShares U.S. Consumer Goods, SPDR Bloomberg Barclays Mortgage Backed Bond, SPDR MidCap Trust Series I, Invesco Preferred, SPDR DJ Wilshire Intl Real Estate, Schwab U.S. TIPs, First Trust Cloud Computing ETF, SPDR Portfolio Aggregate Bond, iShares 0-5 Year TIPS Bond, Vanguard Energy, Vanguard Short-Term Treasury ETF, Vanguard Health Care, Vanguard Mid-Cap Value, The Communication Services Select Sector SPDR Fund, SPDR Select Sector Fund - Industrial, Chubb, Abercrombie & Fitch Co, Advance Auto Parts Inc, American International Group Inc, Arthur J. Gallagher, BB&T Corp, Bank Bradesco SA, Itau Unibanco Holding SA, CMS Energy Corp, CNOOC, Cedar Fair LP, CTI BioPharma Corp, CenterPoint Energy Inc, CenterState Bank Corp, Charles River Laboratories International Inc, Cimarex Energy Co, Citigroup Inc, Frontier Communications Corp, Tapestry Inc, D.R. Horton Inc, DTE Energy Co, DaVita Inc, Dominion Energy Inc, Domino's Pizza Inc, Duke Realty Corp, Ecolab Inc, Electronic Arts Inc, Encana Corp, Enel Americas SA, Colliers International Group Inc, Fiserv Inc, Foot Locker Inc, Freeport-McMoRan Inc, G-III Apparel Group, Huntington Bancshares Inc, IDEXX Laboratories Inc, International Flavors & Fragrances Inc, KT Corp, Kemet Corp, KeyCorp, Kulicke & Soffa Industries Inc, Lam Research Corp, MKS Instruments Inc, MetLife Inc, Molson Coors Brewing Co, Moody's Corporation, Motorola Solutions Inc, National Grid PLC, Navistar International Corp, NetApp Inc, Nokia Oyj, Nordstrom Inc, Norfolk Southern Corp, Occidental Petroleum Corp, Oracle Corp, PTC Inc, PVH Corp, Plug Power Inc, PotlatchDeltic Corp, Rio Tinto PLC, WRKCo Inc, Royal Caribbean Cruises, Senior Housing Properties Trust, Ship Finance International, Sonoco Products Co, Southern Co, The Travelers Inc, Suburban Propane Partners LP, Taiwan Semiconductor Manufacturing Co, The Toronto-Dominion Bank, TC Energy Corp, Umpqua Holdings Corp, VF Corp, Vodafone Group PLC, W.P. Carey Inc, Westinghouse Air Brake Technologies Corp, Waddell & Reed Financial Inc, Anthem Inc, Xerox Corp, Eaton Vance Municipal Bond Fund II, Compass Diversified Holdings, Owens-Corning Inc, Cinemark Holdings Inc, Jazz Pharmaceuticals PLC, Chimera Investment Corp, MSG Networks Inc, Six Flags Entertainment Corp, General Motors Co, Sabra Health Care REIT Inc, First Republic Bank, HCA Healthcare Inc, Dunkin' Brands Group Inc, Heat Biologics Inc, Allegion PLC, Farmland Partners Inc, Canopy Growth Corp, Moelis, Sabre Corp, The Michaels Inc, Trupanion Inc, Uniti Group Inc, The Kraft Heinz Co, Ferrari NV, NorthStar Realty Europe Corp, Square Inc, Under Armour Inc, Enel Chile SA, Fortive Corp, Yum China Holdings Inc, Conduent Inc, Baker Hughes, a GE Co, Industrial Logistics Properties Trust, Garrett Motion Inc, Resideo Technologies Inc, WisdomTree Emerging Market SmallCap Fund, WisdomTree International LargeCap Dividend Fund, iShares Emerging Markets Dividend Index Fund Excha, iShares MSCI EAFE Value, VanEck Vectors J.P. Morgan EM Local Currency Bond, First Trust North American Energy Infrastructure F, iShares MSCI Germany Index Fund, iShares China Large-Cap, VanEck Vectors Gold Miners, SPDR Gold MiniShares Trust, FlexShares Global Upstream Natural Resources Index, iShares Currency Hedged MSCI Eurozone, iShares U.S. Healthcare, Global X MLP, iShares Edge MSCI USA Momentum Factor, VanEck Vectors Oil Services, Invesco S&P SmallCap Health Care ETF, First Trust NASDAQ-100- Technology Index Fund, SPDR DJ Wilshire REIT, iShares 0-5 Year High Yield Corporate Bond, SPDR Bloomberg Barclays Short Term High Yield Bond, iShares Short-Term National Muni Bond, ProShares UltraShort Lehman 20 Year Treasury, Vanguard Long-Term Corporate Bond ETF, Vanguard FTSE Pacific, iShares S&P Global Timber & Forestry Index Fund, SPDR S&P Health Care Equipment, Materials Select Sector SPDR, VelocityShares Daily Inverse VIX Medium Term ETN during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Capital Financial Planning, LLC. As of 2019Q1, Capital Financial Planning, LLC owns 70 stocks with a total value of $85 million. These are the details of the buys and sells.
- New Purchases: VMBS, GBF, EWI, IOO, EWY, SPYG, FOXA,
- Added Positions: VTV, VUG, HDV, EEM, IEFA, VB, MBB, SPSB, JNK, GVI, XLK, HYS, LMBS, SDY, MUB, JNJ, TLH, SCJ, XLV, VZ,
- Reduced Positions: LQD, XLF, DGRO, AAPL, VTI, IEF, FXD, DVY, EMB, SPY, IHI, TIP, KRE, GE, EFA, DUK, T, VV, HYG, XLU, VYM, IVV, BRK.B, AGG, GOOGL, XLY, SHY, TLT, VBK, NYF, DIS, AGZ, MSFT, IBM, MCD, IEMG,
- Sold Out: VO, FOXA, HYLB, BIL, SHV, VRSK, IAU, SPIB, PG, USMV, XLE, PEG, JPM, BNDX, CWB, EWZ, ADP, JPST, VSS, KO, FTSL, VNQ, XLP, MO, V, VEA, VIG, MRK, PII, FB, GOOG, BND, BOND, IGSB, IYG, CSCO, HD, FLOT, FTSM, IYR, PZA, ED, INTC, FGD, GIS, DWX, EWL, FYX, IGLB, BAC, NFLX, SNY, SYY, MA, EWC, GXC, IDU, IJH, MINT, PFF, VXF, ADBE, BLL, LLY, IP, PFE, IDV, SRLN, CVX, EIX, PEP, RDS.A, PM, DJP, FTA, IHF, SPDW, BA, CMCSA, HSY, MPW, SBUX, UNH, DES, VFH, VNQI, XLRE, COST, CMI, EGP, SIRI, TXN, TMK, TRST, KMI, BIV, DEM, EEMA, GLD, IVW, IWF, QQQ, VOT, VWO, XMLV, CVS, CME, GLW, LOW, MDT, NEWT, PNC, SPG, WMT, BR, PSX, ABBV, VOYA, NWSA, ACWV, IEI, IEV, IWP, TFI, VCIT, MMM, ARCC, BMY, CTAS, CLX, DWDP, EMN, EW, EXC, XOM, IR, K, LMT, MMC, NVDA, OMC, OKE, PPG, PGR, REGN, SYK, TROW, TER, CSQ, AWK, BABA, BWX, IGIB, EEMV, IJR, IUSV, ACAD, ABT, AFL, AEP, AMT, AMGN, APH, NLY, BLK, CAT, CI, CINF, CTSH, CL, NNN, DHR, DXCM, DOV, EPD, NEE, FR, GILD, GS, HCP, HON, KMB, LAMR, LVS, LPT, MGA, ES, PPL, PAYX, PHM, RTN, O, STX, STI, TMO, UNP, UDR, WERN, XEL, HBI, MSCI, AGNC, CLNY, CHTR, TSLA, ZTS, VNOM, ACB, SHOP, AGR, APPN, INSP, DIV, DLS, DON, FVD, HACK, HYMB, IGF, ITM, IWM, IYC, MGK, MGV, SHM, SPEM, SPSM, VPU, XAR, XSLV, ACN, AMRN, AXP, AMAT, ADM, AUTO, BIIB, CBRE, GIB, COG, CP, CCL, CE, CELG, CNC, CTL, CCEP, CMA, DXC, CCI, EOG, ETN, ENB, EPR, ESS, F, EQC, HAL, WELL, INFY, IPG, JBLU, JLL, KFY, MDLZ, MIC, MFC, MAA, MS, NICE, NFG, NYCB, NOC, NVO, ODFL, IX, PBCT, BKNG, PRU, RCI, ROP, ROST, RY, SKM, SNE, LUV, SLF, TEVA, TOT, TM, UL, URI, UTX, UNM, URBN, VLO, VGR, VTR, VIAB, WTFC, WEC, YUM, FAX, GAB, JPC, JQC, EVR, NIE, BGS, TWO, BIP, STWD, AVGO, AMPH, SSNC, FAF, FN, NXPI, BKU, MPC, HTA, ICLR, NRZ, CFG, PYPL, HPE, ATH, SNAP, AMLP, BKLN, DTN, EBND, FAN, FNX, GWX, HYEM, HYLS, ICLN, ITB, ITE, IWS, IYK, MBG, MDY, PGX, RWX, SCHP, SKYY, SPAB, STIP, VDE, VGSH, VHT, VOE, XLC, XLI, CB, ANF, AAP, AIG, AJG, BBT, BBD, ITUB, CMS, CEO, FUN, CTIC, CNP, CSFL, CRL, XEC, C, FTR, TPR, DHI, DTE, DVA, D, DPZ, DRE, ECL, EA, ECA, ENIA, CIGI, FISV, FL, FCX, GIII, HBAN, IDXX, IFF, KT, KEM, KEY, KLIC, LRCX, MKSI, MET, TAP, MCO, MSI, NGG, NAV, NTAP, NOK, JWN, NSC, OXY, ORCL, PTC, PVH, PLUG, PCH, RIO, WRK, RCL, SNH, SFL, SON, SO, TRV, SPH, TSM, TD, TRP, UMPQ, VFC, VOD, WPC, WAB, WDR, ANTM, XRX, EIV, CODI, OC, CNK, JAZZ, CIM, MSGN, SIX, GM, SBRA, FRC, HCA, DNKN, HTBX, ALLE, FPI, CGC, MC, SABR, MIK, TRUP, UNIT, KHC, RACE, NRE, SQ, UA, ENIC, FTV, YUMC, CNDT, BHGE, ILPT, GTX, REZI, DGS, DOL, DVYE, EFV, EMLC, EMLP, EWG, FXI, GDX, GLDM, GUNR, HEZU, IYH, MLPA, MTUM, OIH, PSCH, QTEC, RWR, SHYG, SJNK, SUB, TBT, VCLT, VPL, WOOD, XHE, XLB, ZIV,
For the details of Capital Financial Planning, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/capital+financial+planning%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Capital Financial Planning, LLC- Vanguard Value (VTV) - 148,746 shares, 18.84% of the total portfolio. Shares added by 12.35%
- Vanguard Growth (VUG) - 85,063 shares, 15.66% of the total portfolio. Shares added by 12.41%
- Vanguard Small-Cap (VB) - 47,752 shares, 8.59% of the total portfolio. Shares added by 10.31%
- iShares Core High Dividend (HDV) - 71,567 shares, 7.86% of the total portfolio. Shares added by 15.04%
- iShares Core MSCI EAFE (IEFA) - 43,543 shares, 3.11% of the total portfolio. Shares added by 35.69%
New Purchase: Vanguard Mortgage-Backed Securities ETF (VMBS) Capital Financial Planning, LLC initiated holding in Vanguard Mortgage-Backed Securities ETF. The purchase prices were between $51.44 and $52.39, with an estimated average price of $51.76. The stock is now traded at around $52.27. The impact to a portfolio due to this purchase was 0.95%. The holding were 15,435 shares as of .
New Purchase: iShares Government/Credit Bond (GBF) Capital Financial Planning, LLC initiated holding in iShares Government/Credit Bond. The purchase prices were between $109.43 and $113.14, with an estimated average price of $110.73. The stock is now traded at around $113.63. The impact to a portfolio due to this purchase was 0.6%. The holding were 4,516 shares as of .
New Purchase: iShares Global 100 (IOO) Capital Financial Planning, LLC initiated holding in iShares Global 100. The purchase prices were between $41.54 and $48.24, with an estimated average price of $45.52. The stock is now traded at around $48.35. The impact to a portfolio due to this purchase was 0.34%. The holding were 6,072 shares as of .
New Purchase: iShares Inc MSCI Italy (EWI) Capital Financial Planning, LLC initiated holding in iShares Inc MSCI Italy. The purchase prices were between $24.02 and $28.25, with an estimated average price of $26.42. The stock is now traded at around $27.22. The impact to a portfolio due to this purchase was 0.34%. The holding were 10,471 shares as of .
New Purchase: iShares Inc MSCI South Korea (EWY) Capital Financial Planning, LLC initiated holding in iShares Inc MSCI South Korea. The purchase prices were between $56.82 and $65.24, with an estimated average price of $62. The stock is now traded at around $55.97. The impact to a portfolio due to this purchase was 0.33%. The holding were 4,562 shares as of .
New Purchase: SPDR Series Trust Portfolio S&P 500 Growth (SPYG) Capital Financial Planning, LLC initiated holding in SPDR Series Trust Portfolio S&P 500 Growth. The purchase prices were between $31.61 and $37.41, with an estimated average price of $35.31. The stock is now traded at around $38.11. The impact to a portfolio due to this purchase was 0.28%. The holding were 6,494 shares as of .
Added: iShares MSCI Emerging Index Fund (EEM)Capital Financial Planning, LLC added to a holding in iShares MSCI Emerging Index Fund by 156.61%. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.09. The stock is now traded at around $41.03. The impact to a portfolio due to this purchase was 0.87%. The holding were 28,258 shares as of .
Added: iShares Core MSCI EAFE (IEFA)Capital Financial Planning, LLC added to a holding in iShares Core MSCI EAFE by 35.69%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $59.03. The stock is now traded at around $61.01. The impact to a portfolio due to this purchase was 0.82%. The holding were 43,543 shares as of .
Added: iShares MBS ETF (MBB)Capital Financial Planning, LLC added to a holding in iShares MBS ETF by 370.70%. The purchase prices were between $104.56 and $106.49, with an estimated average price of $105.16. The stock is now traded at around $106.32. The impact to a portfolio due to this purchase was 0.76%. The holding were 7,663 shares as of .
Added: SPDR Portfolio Short Term Corporate Bond (SPSB)Capital Financial Planning, LLC added to a holding in SPDR Portfolio Short Term Corporate Bond by 297.24%. The purchase prices were between $30.12 and $30.57, with an estimated average price of $30.34. The stock is now traded at around $30.51. The impact to a portfolio due to this purchase was 0.7%. The holding were 25,892 shares as of .
Added: SPDR Bloomberg Barclays High Yield Bond (JNK)Capital Financial Planning, LLC added to a holding in SPDR Bloomberg Barclays High Yield Bond by 631.23%. The purchase prices were between $98.76 and $106.9, with an estimated average price of $104.36. The stock is now traded at around $107.43. The impact to a portfolio due to this purchase was 0.62%. The holding were 17,023 shares as of .
Added: iShares Intermediate Government/Credit Bond (GVI)Capital Financial Planning, LLC added to a holding in iShares Intermediate Government/Credit Bond by 3475.97%. The purchase prices were between $107.19 and $110.01, with an estimated average price of $108.27. The stock is now traded at around $110.38. The impact to a portfolio due to this purchase was 0.58%. The holding were 4,613 shares as of .
Sold Out: Vanguard Mid-Cap (VO)Capital Financial Planning, LLC sold out a holding in Vanguard Mid-Cap. The sale prices were between $135.03 and $161.84, with an estimated average price of $153.61.
Sold Out: Fox Corp (FOXA)Capital Financial Planning, LLC sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.
Sold Out: Xtrackers USD High Yield Corporate Bond (HYLB)Capital Financial Planning, LLC sold out a holding in Xtrackers USD High Yield Corporate Bond. The sale prices were between $46.67 and $49.71, with an estimated average price of $48.85.
Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)Capital Financial Planning, LLC sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The sale prices were between $90.75 and $91.25, with an estimated average price of $91.01.
Sold Out: iShares Short Treasury Bond ETF (SHV)Capital Financial Planning, LLC sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.3 and $110.57, with an estimated average price of $110.45.
Sold Out: Verisk Analytics Inc (VRSK)Capital Financial Planning, LLC sold out a holding in Verisk Analytics Inc. The sale prices were between $105.33 and $133, with an estimated average price of $121.44.
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