Personal Financial Consultants Inc Buys SPDR Portfolio Total Stock Market, Sells iShares California Muni Bond

Jul 25, 2019

Investment company Personal Financial Consultants Inc (Current Portfolio) buys SPDR Portfolio Total Stock Market, sells iShares California Muni Bond during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Personal Financial Consultants Inc . As of 2019Q2, Personal Financial Consultants Inc owns 17 stocks with a total value of $122 million. These are the details of the buys and sells.

Added Positions: FM, SPTM, EMB, VWO, VIG,
Reduced Positions: VNQ, CMF,

For the details of PERSONAL FINANCIAL CONSULTANTS INC 's stock buys and sells, go to https://www.gurufocus.com/guru/personal+financial+consultants+inc+/current-portfolio/portfolioportfolio

These are the top 5 holdings of PERSONAL FINANCIAL CONSULTANTS INC

Vanguard Total Stock Market (VTI) - 190,837 shares, 23.47% of the total portfolio. Shares added by 0.40%
Vanguard FTSE All World Ex US (VEU) - 405,332 shares, 16.94% of the total portfolio. Shares added by 0.81%
Vanguard Real Estate (VNQ) - 139,468 shares, 9.99% of the total portfolio. Shares reduced by 10.42%
Vanguard FTSE Emerging Markets (VWO) - 250,818 shares, 8.74% of the total portfolio. Shares added by 1.45%
Vanguard Total Bond Market ETF (BND) - 127,078 shares, 8.65% of the total portfolio. Shares added by 0.72%

Added: SPDR Portfolio Total Stock Market (SPTM)

Personal Financial Consultants Inc added to a holding in SPDR Portfolio Total Stock Market by 36.67%. The purchase prices were between $34.16 and $36.82, with an estimated average price of $35.83. The stock is now traded at around $37.31. The impact to a portfolio due to this purchase was 0.17%. The holding were 21,352 shares as of .

Reduced: iShares California Muni Bond (CMF)

Personal Financial Consultants Inc reduced to a holding in iShares California Muni Bond by 21.7%. The sale prices were between $58.95 and $60.57, with an estimated average price of $59.78. The stock is now traded at around $60.93. The impact to a portfolio due to this sale was -0.21%. Personal Financial Consultants Inc still held 14,949 shares as of .

Here is the complete portfolio of PERSONAL FINANCIAL CONSULTANTS INC . Also check out:

1. PERSONAL FINANCIAL CONSULTANTS INC 's Undervalued Stocks
2. PERSONAL FINANCIAL CONSULTANTS INC 's Top Growth Companies, and
3. PERSONAL FINANCIAL CONSULTANTS INC 's High Yield stocks
4. Stocks that PERSONAL FINANCIAL CONSULTANTS INC keeps buying

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.