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REDW Stanley Financial Advisors LLC Buys Schwab U.S. Broad MarketETF, Schwab Short-Term U.S. Treasury ETF, The Walt Disney Co, Sells Schwab Intermediate-Term U.S. Treasury ETF, Altria Group Inc, Bristol-Myers Squibb Company

Investment company REDW Stanley Financial Advisors LLC (Current Portfolio) buys Schwab U.S. Broad MarketETF, Schwab Short-Term U.S. Treasury ETF, The Walt Disney Co, Schwab US Aggregate Bond ETF, Schwab Emerging Markets Equity ETF, sells Schwab Intermediate-Term U.S. Treasury ETF, Altria Group Inc, Bristol-Myers Squibb Company, Chevron Corp, Pfizer Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, REDW Stanley Financial Advisors LLC. As of 2019Q2, REDW Stanley Financial Advisors LLC owns 81 stocks with a total value of $154 million. These are the details of the buys and sells.

For the details of REDW Stanley Financial Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/redw+stanley+financial+advisors+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of REDW Stanley Financial Advisors LLC
  1. JPMorgan Ultra-Short Income ETF (JPST) - 1,016,572 shares, 33.21% of the total portfolio. Shares added by 2.04%
  2. Vanguard REIT ETF (VNQ) - 308,238 shares, 17.47% of the total portfolio. Shares reduced by 0.27%
  3. Invesco S&P 500 Equal Weight ETF (RSP) - 73,109 shares, 5.11% of the total portfolio. Shares reduced by 0.57%
  4. Vanguard Mid-Cap ETF (VO) - 42,472 shares, 4.60% of the total portfolio. Shares reduced by 2.79%
  5. SPDR S&P 500 ETF Trust (SPY) - 23,802 shares, 4.52% of the total portfolio. Shares reduced by 0.51%
New Purchase: Schwab Short-Term U.S. Treasury ETF (SCHO)

REDW Stanley Financial Advisors LLC initiated holding in Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.60. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,333 shares as of .

New Purchase: The Walt Disney Co (DIS)

REDW Stanley Financial Advisors LLC 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 $138.52. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,602 shares as of .

Added: Schwab U.S. Broad MarketETF (SCHB)

REDW Stanley Financial Advisors LLC added to a holding in Schwab U.S. Broad MarketETF by 34.36%. The purchase prices were between $66.02 and $71.08, with an estimated average price of $69.26. The stock is now traded at around $70.02. The impact to a portfolio due to this purchase was 0.32%. The holding were 27,515 shares as of .

Added: Schwab US Aggregate Bond ETF (SCHZ)

REDW Stanley Financial Advisors LLC added to a holding in Schwab US Aggregate Bond ETF by 59.90%. The purchase prices were between $51.44 and $53, with an estimated average price of $52. The stock is now traded at around $53.56. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,373 shares as of .

Added: Schwab Emerging Markets Equity ETF (SCHE)

REDW Stanley Financial Advisors LLC added to a holding in Schwab Emerging Markets Equity ETF by 22.46%. The purchase prices were between $24.49 and $26.96, with an estimated average price of $25.9. The stock is now traded at around $24.61. The impact to a portfolio due to this purchase was 0.13%. The holding were 40,687 shares as of .

Added: iShares Core S&P 500 ETF (IVV)

REDW Stanley Financial Advisors LLC added to a holding in iShares Core S&P 500 ETF by 35.38%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $293.36. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,630 shares as of .

Added: American Tower Corp (AMT)

REDW Stanley Financial Advisors LLC added to a holding in American Tower Corp by 37.12%. The purchase prices were between $189.85 and $217.52, with an estimated average price of $200.93. The stock is now traded at around $222.23. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,847 shares as of .

Added: Boeing Co (BA)

REDW Stanley Financial Advisors LLC added to a holding in Boeing Co by 30.52%. The purchase prices were between $337.37 and $395.86, with an estimated average price of $364.73. The stock is now traded at around $337.55. The impact to a portfolio due to this purchase was 0.05%. The holding were 975 shares as of .

Sold Out: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

REDW Stanley Financial Advisors LLC sold out a holding in Schwab Intermediate-Term U.S. Treasury ETF. The sale prices were between $53.22 and $55.05, with an estimated average price of $53.97.

Sold Out: Bristol-Myers Squibb Company (BMY)

REDW Stanley Financial Advisors 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: Altria Group Inc (MO)

REDW Stanley Financial Advisors LLC sold out a holding in Altria Group Inc. The sale prices were between $47.35 and $57.73, with an estimated average price of $52.4.

Sold Out: Chevron Corp (CVX)

REDW Stanley Financial Advisors LLC sold out a holding in Chevron Corp. The sale prices were between $113.85 and $126.68, with an estimated average price of $120.87.

Sold Out: Pfizer Inc (PFE)

REDW Stanley Financial Advisors LLC sold out a holding in Pfizer Inc. The sale prices were between $38.98 and $43.76, with an estimated average price of $41.82.

Sold Out: Dow Inc (DOW)

REDW Stanley Financial Advisors LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.



Here is the complete portfolio of REDW Stanley Financial Advisors LLC. Also check out:

1. REDW Stanley Financial Advisors LLC's Undervalued Stocks
2. REDW Stanley Financial Advisors LLC's Top Growth Companies, and
3. REDW Stanley Financial Advisors LLC's High Yield stocks
4. Stocks that REDW Stanley Financial Advisors LLC keeps buying

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