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Adaptive Financial Consulting, LLC Buys S&P 500 ETF TRUST ETF

·2 min read

- By insider

Investment company Adaptive Financial Consulting, LLC (Current Portfolio) buys S&P 500 ETF TRUST ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Adaptive Financial Consulting, LLC. As of 2021Q2, Adaptive Financial Consulting, LLC owns 18 stocks with a total value of $160 million. These are the details of the buys and sells.

  • New Purchases: SPY,

  • Added Positions: AGG, QQQ, USMV, VHT, IVW, MTUM, IEFA, IEMG, VCR, VNQ, AAPL, IVV, LQD,


For the details of Adaptive Financial Consulting, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/adaptive+financial+consulting%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Adaptive Financial Consulting, LLC

  1. iShares Core U.S. Aggregate Bond ETF (AGG) - 338,098 shares, 24.34% of the total portfolio. Shares added by 3.14%

  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 214,725 shares, 11.08% of the total portfolio. Shares reduced by 0.6%

  3. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 87,684 shares, 9.49% of the total portfolio. Shares added by 1.50%

  4. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 196,557 shares, 9.03% of the total portfolio. Shares added by 2.57%

  5. iShares S&P 500 Growth ETF (IVW) - 176,502 shares, 8.01% of the total portfolio. Shares added by 1.81%

New Purchase: S&P 500 ETF TRUST ETF (SPY)

Adaptive Financial Consulting, LLC initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $395.04 and $428.06, with an estimated average price of $415.91. The stock is now traded at around $431.060000. The impact to a portfolio due to this purchase was 0.13%. The holding were 474 shares as of 2021-06-30.



Here is the complete portfolio of Adaptive Financial Consulting, LLC. Also check out:

1. Adaptive Financial Consulting, LLC's Undervalued Stocks

2. Adaptive Financial Consulting, LLC's Top Growth Companies, and

3. Adaptive Financial Consulting, LLC's High Yield stocks

4. Stocks that Adaptive Financial Consulting, LLC keeps buyingThis article first appeared on GuruFocus.