Asset Planning Services, Ltd. Buys iShares Core S&P 500, Merck Inc, SPDR Portfolio Short Term Corporate Bond, Sells Vanguard Div Appreciation, Alexandria Real Estate Equities Inc, Cognizant Technology Solutions Corp

Investment company Asset Planning Services, Ltd. (Current Portfolio) buys iShares Core S&P 500, Merck Inc, SPDR Portfolio Short Term Corporate Bond, iShares Edge MSCI Min Vol USA, Vanguard Mid-Cap, sells Vanguard Div Appreciation, Alexandria Real Estate Equities Inc, Cognizant Technology Solutions Corp, Exelon Corp, Rite Aid Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Asset Planning Services, Ltd.. As of 2019Q2, Asset Planning Services, Ltd. owns 250 stocks with a total value of $213 million. These are the details of the buys and sells.

For the details of Asset Planning Services, Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/asset+planning+services%2C+ltd./current-portfolio/portfolioportfolio

These are the top 5 holdings of Asset Planning Services, Ltd.
  1. iShares Core S&P 500 (IVV) - 127,230 shares, 17.62% of the total portfolio. Shares added by 53.68%
  2. SPDR Portfolio Short Term Corporate Bond (SPSB) - 692,665 shares, 10.02% of the total portfolio. Shares added by 41.72%
  3. Vanguard S&P 500 (VOO) - 74,246 shares, 9.39% of the total portfolio. Shares added by 16.54%
  4. Merck & Co Inc (MRK) - 157,598 shares, 6.21% of the total portfolio. Shares added by 136.15%
  5. Vanguard Growth (VUG) - 57,710 shares, 4.43% of the total portfolio. Shares added by 15.85%
New Purchase: Schwab US Dividend Equity (SCHD)

Asset Planning Services, Ltd. initiated holding in Schwab US Dividend Equity. The purchase prices were between $49.86 and $54.6, with an estimated average price of $52.77. The stock is now traded at around $53.69. The impact to a portfolio due to this purchase was 0.68%. The holding were 27,320 shares as of .

New Purchase: iShares Core 1-5 Year USD Bond ETF (ISTB)

Asset Planning Services, Ltd. initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $49.29 and $50.32, with an estimated average price of $49.68. The stock is now traded at around $50.30. The impact to a portfolio due to this purchase was 0.19%. The holding were 7,986 shares as of .

New Purchase: iShares MSCI Eurozone (EZU)

Asset Planning Services, Ltd. initiated holding in iShares MSCI Eurozone. The purchase prices were between $37.92 and $40.54, with an estimated average price of $39.41. The stock is now traded at around $39.35. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,747 shares as of .

New Purchase: SPDR Select Sector Fund - Technology (XLK)

Asset Planning Services, Ltd. initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $70.63 and $78.96, with an estimated average price of $76.22. The stock is now traded at around $80.44. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,481 shares as of .

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

Asset Planning Services, Ltd. initiated holding in Schwab U.S. Large-Cap Value. The purchase prices were between $52.84 and $56.62, with an estimated average price of $55.45. The stock is now traded at around $56.51. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,667 shares as of .

New Purchase: Vanguard FTSEEuropean (VGK)

Asset Planning Services, Ltd. initiated holding in Vanguard FTSEEuropean. The purchase prices were between $52.55 and $55.72, with an estimated average price of $54.49. The stock is now traded at around $54.52. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,833 shares as of .

Added: iShares Core S&P 500 (IVV)

Asset Planning Services, Ltd. added to a holding in iShares Core S&P 500 by 53.68%. 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 $299.48. The impact to a portfolio due to this purchase was 6.15%. The holding were 127,230 shares as of .

Added: Merck & Co Inc (MRK)

Asset Planning Services, Ltd. added to a holding in Merck & Co Inc by 136.15%. The purchase prices were between $73.19 and $85.51, with an estimated average price of $80.15. The stock is now traded at around $81.92. The impact to a portfolio due to this purchase was 3.58%. The holding were 157,598 shares as of .

Added: SPDR Portfolio Short Term Corporate Bond (SPSB)

Asset Planning Services, Ltd. added to a holding in SPDR Portfolio Short Term Corporate Bond by 41.72%. The purchase prices were between $30.43 and $30.78, with an estimated average price of $30.55. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 2.95%. The holding were 692,665 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Asset Planning Services, Ltd. added to a holding in iShares Edge MSCI Min Vol USA by 3685.53%. The purchase prices were between $58.77 and $62.47, with an estimated average price of $60.01. The stock is now traded at around $63.18. The impact to a portfolio due to this purchase was 1.78%. The holding were 63,029 shares as of .

Added: Vanguard Mid-Cap (VO)

Asset Planning Services, Ltd. added to a holding in Vanguard Mid-Cap by 54.19%. The purchase prices were between $156.62 and $167.97, with an estimated average price of $163.63. The stock is now traded at around $169.08. The impact to a portfolio due to this purchase was 1.52%. The holding were 55,072 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Asset Planning Services, Ltd. added to a holding in Vanguard Short-Term Corporate Bond ETF by 54.30%. The purchase prices were between $79.35 and $80.69, with an estimated average price of $79.82. The stock is now traded at around $80.54. The impact to a portfolio due to this purchase was 1.48%. The holding were 111,098 shares as of .

Sold Out: Alexandria Real Estate Equities Inc (ARE)

Asset Planning Services, Ltd. sold out a holding in Alexandria Real Estate Equities Inc. The sale prices were between $136.4 and $152.76, with an estimated average price of $144.32.

Sold Out: Rite Aid Corp (RAD)

Asset Planning Services, Ltd. sold out a holding in Rite Aid Corp. The sale prices were between $6.3 and $12.48, with an estimated average price of $8.62.

Sold Out: Kinder Morgan Inc (KMI)

Asset Planning Services, Ltd. sold out a holding in Kinder Morgan Inc. The sale prices were between $19.36 and $21.38, with an estimated average price of $20.15.

Sold Out: Cognizant Technology Solutions Corp (CTSH)

Asset Planning Services, Ltd. sold out a holding in Cognizant Technology Solutions Corp. The sale prices were between $56.88 and $74.6, with an estimated average price of $65.64.

Sold Out: Exelon Corp (EXC)

Asset Planning Services, Ltd. sold out a holding in Exelon Corp. The sale prices were between $47.56 and $50.95, with an estimated average price of $49.48.

Reduced: Vanguard Div Appreciation (VIG)

Asset Planning Services, Ltd. reduced to a holding in Vanguard Div Appreciation by 47.86%. The sale prices were between $108.45 and $116.09, with an estimated average price of $112.15. The stock is now traded at around $117.33. The impact to a portfolio due to this sale was -0.01%. Asset Planning Services, Ltd. still held 122 shares as of .



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