AdvicePeriod, LLC Buys Vanguard Short-Term Bond, Vanguard S&P 500, Vanguard Extended Market, Sells iShares 7-10 Year Treasury Bond ETF, Vanguard Total Stock Market, Vanguard Total Bond Market ETF

Investment company AdvicePeriod, LLC (Current Portfolio) buys Vanguard Short-Term Bond, Vanguard S&P 500, Vanguard Extended Market, iShares Core U.S. Aggregate Bond, iShares Intermediate Credit Bond ETF, sells iShares 7-10 Year Treasury Bond ETF, Vanguard Total Stock Market, Vanguard Total Bond Market ETF, iShares Core S&P Mid-Cap, Vanguard FTSE All World Ex US during the 3-months ended 2019Q2, according to the most recent filings of the investment company, AdvicePeriod, LLC. As of 2019Q2, AdvicePeriod, LLC owns 80 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of AdvicePeriod, LLC
  1. Vanguard FTSE Developed Markets (VEA) - 4,253,726 shares, 16.61% of the total portfolio. Shares added by 12.82%
  2. Vanguard Total Stock Market (VTI) - 628,179 shares, 8.83% of the total portfolio. Shares reduced by 23.05%
  3. Vanguard FTSE Emerging Markets (VWO) - 1,938,548 shares, 7.72% of the total portfolio. Shares added by 10.63%
  4. iShares Core S&P 500 (IVV) - 251,027 shares, 6.93% of the total portfolio. Shares added by 14.01%
  5. Vanguard Total International Bond ETF (BNDX) - 867,564 shares, 4.66% of the total portfolio. Shares added by 2.72%
New Purchase: iShares MSCI ACWI Index Fund (ACWI)

AdvicePeriod, LLC initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $70.09 and $74.72, with an estimated average price of $72.93. The stock is now traded at around $74.22. The impact to a portfolio due to this purchase was 0.18%. The holding were 25,382 shares as of .

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

AdvicePeriod, LLC initiated holding in Schwab U.S. Large-Cap. The purchase prices were between $65.67 and $70.79, with an estimated average price of $68.9. The stock is now traded at around $71.12. The impact to a portfolio due to this purchase was 0.16%. The holding were 24,696 shares as of .

New Purchase: Vanguard Tax-Exempt Bond (VTEB)

AdvicePeriod, LLC initiated holding in Vanguard Tax-Exempt Bond. The purchase prices were between $51.93 and $53.07, with an estimated average price of $52.52. The stock is now traded at around $53.22. The impact to a portfolio due to this purchase was 0.11%. The holding were 22,000 shares as of .

New Purchase: iShares Government/Credit Bond (GBF)

AdvicePeriod, LLC initiated holding in iShares Government/Credit Bond. The purchase prices were between $111.75 and $116.32, with an estimated average price of $113.55. The stock is now traded at around $116.27. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,167 shares as of .

New Purchase: Vanguard Mid-Cap Growth (VOT)

AdvicePeriod, LLC initiated holding in Vanguard Mid-Cap Growth. The purchase prices were between $139.85 and $150.6, with an estimated average price of $145.8. The stock is now traded at around $151.68. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,204 shares as of .

New Purchase: Vanguard Energy (VDE)

AdvicePeriod, LLC initiated holding in Vanguard Energy. The purchase prices were between $78.77 and $92.88, with an estimated average price of $86.09. The stock is now traded at around $83.18. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,540 shares as of .

Added: Vanguard Short-Term Bond (BSV)

AdvicePeriod, LLC added to a holding in Vanguard Short-Term Bond by 35.06%. The purchase prices were between $78.75 and $80.44, with an estimated average price of $79.44. The stock is now traded at around $80.38. The impact to a portfolio due to this purchase was 0.51%. The holding were 262,505 shares as of .

Added: Vanguard S&P 500 (VOO)

AdvicePeriod, LLC added to a holding in Vanguard S&P 500 by 29.94%. The purchase prices were between $252.12 and $271.73, with an estimated average price of $264.51. The stock is now traded at around $272.95. The impact to a portfolio due to this purchase was 0.45%. The holding were 76,958 shares as of .

Added: Vanguard Extended Market (VXF)

AdvicePeriod, LLC added to a holding in Vanguard Extended Market by 62.31%. The purchase prices were between $111.3 and $120.57, with an estimated average price of $116.84. The stock is now traded at around $119.16. The impact to a portfolio due to this purchase was 0.34%. The holding were 80,044 shares as of .

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

AdvicePeriod, LLC added to a holding in iShares Core U.S. Aggregate Bond by 88.33%. 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 $111.17. The impact to a portfolio due to this purchase was 0.25%. The holding were 51,038 shares as of .

Added: iShares Intermediate Credit Bond ETF (IGIB)

AdvicePeriod, LLC added to a holding in iShares Intermediate Credit Bond ETF by 150.16%. The purchase prices were between $54.17 and $56.78, with an estimated average price of $55.14. The stock is now traded at around $56.79. The impact to a portfolio due to this purchase was 0.25%. The holding were 77,317 shares as of .

Added: iShares Global Infrastructure ETF (IGF)

AdvicePeriod, LLC added to a holding in iShares Global Infrastructure ETF by 41.07%. The purchase prices were between $44.47 and $46.81, with an estimated average price of $45.33. The stock is now traded at around $46.44. The impact to a portfolio due to this purchase was 0.18%. The holding were 145,917 shares as of .

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

AdvicePeriod, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $104.45 and $109.9, with an estimated average price of $106.78.

Sold Out: Vanguard Total Bond Market ETF (BND)

AdvicePeriod, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $79.9 and $82.88, with an estimated average price of $81.08.

Sold Out: iShares Core S&P Mid-Cap (IJH)

AdvicePeriod, LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $180.31 and $197.09, with an estimated average price of $190.89.

Sold Out: iShares MSCI Emerging Index Fund (EEM)

AdvicePeriod, LLC sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $39.61 and $44.25, with an estimated average price of $42.18.

Sold Out: iShares S&P 500 Growth (IVW)

AdvicePeriod, LLC sold out a holding in iShares S&P 500 Growth. The sale prices were between $167.08 and $181.06, with an estimated average price of $175.29.

Sold Out: Schwab U.S. Mid Cap (SCHM)

AdvicePeriod, LLC sold out a holding in Schwab U.S. Mid Cap. The sale prices were between $53.41 and $57.55, with an estimated average price of $56.11.



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