Comprehensive Portfolio Management, LLC Buys iShares 3-7 Year Treasury Bond ETF, Vanguard Total World Stock Index, McDonald's Corp, Sells iShares Core S&P Mid-Cap, SPDR S&P 500, Invesco FTSE RAFI US 1500 Small-Mid ETF

Investment company Comprehensive Portfolio Management, LLC (Current Portfolio) buys iShares 3-7 Year Treasury Bond ETF, Vanguard Total World Stock Index, McDonald's Corp, iShares Core Aggressive Allocation, Vanguard Growth, sells iShares Core S&P Mid-Cap, SPDR S&P 500, Invesco FTSE RAFI US 1500 Small-Mid ETF, iShares 1-3 Year Treasury Bond ETF, SPDR Dow Jones Industrial Average during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Comprehensive Portfolio Management, LLC. As of 2019Q2, Comprehensive Portfolio Management, LLC owns 130 stocks with a total value of $568 million. These are the details of the buys and sells.

For the details of Comprehensive Portfolio Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/comprehensive+portfolio+management%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Comprehensive Portfolio Management, LLC
  1. iShares Core S&P 500 (IVV) - 291,037 shares, 15.10% of the total portfolio. Shares added by 3.56%
  2. Vanguard Total Stock Market (VTI) - 491,819 shares, 13.00% of the total portfolio. Shares added by 9.61%
  3. Vanguard Short-Term Bond (BSV) - 607,562 shares, 8.61% of the total portfolio. Shares added by 10.54%
  4. iShares TIPS Bond (TIP) - 392,746 shares, 7.99% of the total portfolio. Shares added by 9.45%
  5. Invesco QQQ Trust Series 1 (QQQ) - 231,689 shares, 7.62% of the total portfolio. Shares reduced by 0.07%
New Purchase: McDonald's Corp (MCD)

Comprehensive Portfolio Management, LLC initiated holding in McDonald's Corp. The purchase prices were between $188.35 and $207.66, with an estimated average price of $198.03. The stock is now traded at around $214.21. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,972 shares as of .

New Purchase: 3M Co (MMM)

Comprehensive Portfolio Management, LLC initiated holding in 3M Co. The purchase prices were between $159.75 and $219.5, with an estimated average price of $184.37. The stock is now traded at around $172.83. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,191 shares as of .

New Purchase: D.R. Horton Inc (DHI)

Comprehensive Portfolio Management, LLC initiated holding in D.R. Horton Inc. The purchase prices were between $41.7 and $46.67, with an estimated average price of $44.31. The stock is now traded at around $45.22. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,665 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Comprehensive Portfolio Management, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $265.96. The impact to a portfolio due to this purchase was 0.04%. The holding were 886 shares as of .

New Purchase: iShares Core U.S. Aggregate Bond (AGG)

Comprehensive Portfolio Management, LLC initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $107.29 and $111.16, with an estimated average price of $108.84. The stock is now traded at around $110.95. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,853 shares as of .

New Purchase: WR Berkley Corp (WRB)

Comprehensive Portfolio Management, LLC initiated holding in WR Berkley Corp. The purchase prices were between $56.37 and $66.88, with an estimated average price of $61.53. The stock is now traded at around $68.24. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,037 shares as of .

Added: iShares 3-7 Year Treasury Bond ETF (IEI)

Comprehensive Portfolio Management, LLC added to a holding in iShares 3-7 Year Treasury Bond ETF by 1625.56%. The purchase prices were between $121.47 and $125.67, with an estimated average price of $123.24. The stock is now traded at around $125.17. The impact to a portfolio due to this purchase was 2.61%. The holding were 125,172 shares as of .

Added: Vanguard Total World Stock Index (VT)

Comprehensive Portfolio Management, LLC added to a holding in Vanguard Total World Stock Index by 21.52%. The purchase prices were between $71.19 and $75.83, with an estimated average price of $74.1. The stock is now traded at around $76.32. The impact to a portfolio due to this purchase was 0.11%. The holding were 45,818 shares as of .

Added: iShares Core Aggressive Allocation (AOA)

Comprehensive Portfolio Management, LLC added to a holding in iShares Core Aggressive Allocation by 34.98%. The purchase prices were between $51.86 and $54.69, with an estimated average price of $53.48. The stock is now traded at around $55.21. The impact to a portfolio due to this purchase was 0.05%. The holding were 18,253 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

Comprehensive Portfolio Management, LLC added to a holding in Vanguard FTSE Emerging Markets by 33.62%. The purchase prices were between $39.79 and $44.01, with an estimated average price of $42.07. The stock is now traded at around $42.94. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,933 shares as of .

Added: iShares Core Moderate Allocation (AOM)

Comprehensive Portfolio Management, LLC added to a holding in iShares Core Moderate Allocation by 40.93%. The purchase prices were between $37.42 and $38.74, with an estimated average price of $37.93. The stock is now traded at around $38.91. The impact to a portfolio due to this purchase was 0.03%. The holding were 16,530 shares as of .

Added: Mastercard Inc (MA)

Comprehensive Portfolio Management, LLC added to a holding in Mastercard Inc by 38.20%. The purchase prices were between $235.91 and $266.79, with an estimated average price of $250.12. The stock is now traded at around $279.37. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,306 shares as of .

Sold Out: Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ)

Comprehensive Portfolio Management, LLC sold out a holding in Invesco FTSE RAFI US 1500 Small-Mid ETF. The sale prices were between $119.99 and $133.64, with an estimated average price of $127.78.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Comprehensive Portfolio Management, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $83.84 and $84.81, with an estimated average price of $84.21.

Sold Out: Bristol-Myers Squibb Company (BMY)

Comprehensive Portfolio Management, LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $44.62 and $49.34, with an estimated average price of $46.57.

Sold Out: SPDR Dow Jones Industrial Average (DIA)

Comprehensive Portfolio Management, LLC sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $247.63 and $267.44, with an estimated average price of $260.11.

Sold Out: iShares MSCI Japan Index Fund (EWJ)

Comprehensive Portfolio Management, LLC sold out a holding in iShares MSCI Japan Index Fund. The sale prices were between $52.24 and $55.46, with an estimated average price of $54.

Sold Out: Aquantia Corp (AQ)

Comprehensive Portfolio Management, LLC sold out a holding in Aquantia Corp. The sale prices were between $9.1 and $13.43, with an estimated average price of $11.67.



Here is the complete portfolio of Comprehensive Portfolio Management, LLC. Also check out:

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