- New Purchases: VXUS, BND, BNDX, DIS, TTWO,
- Added Positions: VTI, EFV, MBB, IWM, SHM, DEM, IWC, CMF, DLS, SCZ, MSFT, CSCO, EEM, SPY, VEA, VIG,
- Reduced Positions: SPOT, IWB, AAPL, IVE, INTC, BWX, IJR, TIP, VB,
- Sold Out: TLND, SCHW, SCHL,
For the details of Grubman Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/grubman+wealth+management/current-portfolio/portfolio
These are the top 5 holdings of Grubman Wealth Management- iShares Russell 1000 Value (IWD) - 187,249 shares, 13.19% of the total portfolio. Shares added by 0.10%
- iShares Russell 1000 (IWB) - 134,841 shares, 12.16% of the total portfolio. Shares reduced by 1.37%
- iShares MSCI EAFE (EFA) - 244,970 shares, 8.92% of the total portfolio. Shares added by 0.01%
- iShares Core U.S. Aggregate Bond (AGG) - 111,705 shares, 6.89% of the total portfolio. Shares added by 0.38%
- iShares MSCI EAFE Value (EFV) - 247,395 shares, 6.59% of the total portfolio. Shares added by 1.99%
Grubman Wealth Management initiated holding in Vanguard Total International Stock ETF. The purchase prices were between $50.45 and $53.55, with an estimated average price of $52.24. The stock is now traded at around $52.85. The impact to a portfolio due to this purchase was 0.67%. The holding were 22,923 shares as of .
New Purchase: Vanguard Total Bond Market ETF (BND)Grubman Wealth Management initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $79.9 and $82.88, with an estimated average price of $81.08. The stock is now traded at around $82.76. The impact to a portfolio due to this purchase was 0.63%. The holding were 13,677 shares as of .
New Purchase: Vanguard Total International Bond ETF (BNDX)Grubman Wealth Management initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $55.44 and $57.3, with an estimated average price of $56.17. The stock is now traded at around $57.43. The impact to a portfolio due to this purchase was 0.29%. The holding were 9,262 shares as of .
New Purchase: The Walt Disney Co (DIS)Grubman Wealth Management initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $142.91. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,646 shares as of .
New Purchase: Take-Two Interactive Software Inc (TTWO)Grubman Wealth Management initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $89.74 and $113.83, with an estimated average price of $102.76. The stock is now traded at around $116.93. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,898 shares as of .
Added: Vanguard Total Stock Market (VTI)Grubman Wealth Management added to a holding in Vanguard Total Stock Market by 175.07%. The purchase prices were between $140.41 and $150.7, with an estimated average price of $147.25. The stock is now traded at around $152.73. The impact to a portfolio due to this purchase was 0.6%. The holding were 11,341 shares as of .
Sold Out: Talend SA (TLND)Grubman Wealth Management sold out a holding in Talend SA. The sale prices were between $37.19 and $52.17, with an estimated average price of $46.73.
Sold Out: Scholastic Corp (SCHL)Grubman Wealth Management sold out a holding in Scholastic Corp. The sale prices were between $32.48 and $41.27, with an estimated average price of $37.34.
Sold Out: Charles Schwab Corp (SCHW)Grubman Wealth Management sold out a holding in Charles Schwab Corp. The sale prices were between $39.15 and $46.26, with an estimated average price of $43.61.
Here is the complete portfolio of Grubman Wealth Management. Also check out:
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