- New Purchases: SPY,
- Added Positions: IGIB, VMBS, EMB, TLT, IEMG, SCHP, IGSB, IEUR, VEA,
- Reduced Positions: VTV, VUG, IVW, BIV, IEFA, IJR, VPL, VGK, IJH, VWO, BSV, MTUM, VBK, VNQ, VO, VOT, RJI, SCHE, VOE, EEM, XOM, VBR, IWR,
- Sold Out: IGV, TGB,
For the details of FINANCIAL LIFE ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/financial+life+advisors/current-portfolio/portfolio
These are the top 5 holdings of FINANCIAL LIFE ADVISORS- iShares Intermediate Credit Bond ETF (IGIB) - 403,961 shares, 14.81% of the total portfolio. Shares added by 4.33%
- iShares Core MSCI EAFE ETF (IEFA) - 290,045 shares, 11.97% of the total portfolio. Shares reduced by 1.08%
- iShares S&P 500 Value ETF (IVE) - 117,691 shares, 9.68% of the total portfolio. Shares reduced by 0.55%
- Vanguard Mortgage-Backed Securities ETF (VMBS) - 252,899 shares, 8.50% of the total portfolio. Shares added by 7.34%
- iShares S&P 500 Growth ETF (IVW) - 68,605 shares, 8.40% of the total portfolio. Shares reduced by 2.15%
Financial Life Advisors initiated holding in SPDR S&P 500 ETF Trust. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $323.50. The impact to a portfolio due to this purchase was 0.14%. The holding were 668 shares as of .
Sold Out: iShares North American Tech-Software ETF (IGV)Financial Life Advisors sold out a holding in iShares North American Tech-Software ETF. The sale prices were between $205.25 and $235.04, with an estimated average price of $221.87.
Sold Out: Taseko Mines Ltd (TGB)Financial Life Advisors sold out a holding in Taseko Mines Ltd. The sale prices were between $0.39 and $0.48, with an estimated average price of $0.42.
Here is the complete portfolio of FINANCIAL LIFE ADVISORS. Also check out:
1. FINANCIAL LIFE ADVISORS's Undervalued Stocks
2. FINANCIAL LIFE ADVISORS's Top Growth Companies, and
3. FINANCIAL LIFE ADVISORS's High Yield stocks
4. Stocks that FINANCIAL LIFE ADVISORS keeps buying
