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LifeSteps Financial, Inc. Buys PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares Core ...

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·6 min read
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Investment company LifeSteps Financial, Inc. (Current Portfolio) buys PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares Core S&P Small-Cap ETF, Goldman Sachs Group Inc, Tractor Supply Co, United Parcel Service Inc, sells JPMorgan Chase, Exxon Mobil Corp, Sempra Energy, AT&T Inc, MercadoLibre Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, LifeSteps Financial, Inc.. As of 2021Q4, LifeSteps Financial, Inc. owns 79 stocks with a total value of $141 million. These are the details of the buys and sells.

  • New Purchases: GS, TSCO, UPS, UNH,

  • Added Positions: SPTS, MINT, SCHD, IJR, SCHM, SCHO, QQQ, XLK, MA, FHLC, IYT, FB, DIS, XLF, TSLA, V, SCHV, VTV, SCHB, SCHG, CAT,

  • Reduced Positions: JPM, XOM, MSFT, AAPL, ITW, SDY, VYM, VUG, JNJ, VZ, BAC, HD, PEP, ABBV, LUV, BSV, GOOG, ADP, PFE, EMR, WMT, NVO, INTU, SCHX, BRK.B, SBUX, CVX,

  • Sold Out: SRE, T, MELI, LMT, MCD, BNDX,


For the details of LifeSteps Financial, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/lifesteps+financial%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of LifeSteps Financial, Inc.

  1. S&P 500 ETF TRUST ETF (SPY) - 42,372 shares, 14.25% of the total portfolio. Shares reduced by 0.09%

  2. PowerShares QQQ Trust Ser 1 (QQQ) - 46,140 shares, 12.99% of the total portfolio. Shares added by 1.13%

  3. SPDR Portfolio Short Term Treasury ETF (SPTS) - 303,327 shares, 6.53% of the total portfolio. Shares added by 6.83%

  4. Apple Inc (AAPL) - 38,206 shares, 4.80% of the total portfolio. Shares reduced by 6.02%

  5. iShares Core S&P Mid-Cap ETF (IJH) - 20,614 shares, 4.13% of the total portfolio. Shares reduced by 0.93%

New Purchase: Tractor Supply Co (TSCO)

LifeSteps Financial, Inc. initiated holding in Tractor Supply Co. The purchase prices were between $193.29 and $238.6, with an estimated average price of $219.31. The stock is now traded at around $207.120000. The impact to a portfolio due to this purchase was 0.16%. The holding were 917 shares as of 2021-12-31.

New Purchase: UnitedHealth Group Inc (UNH)

LifeSteps Financial, Inc. initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $458.430000. The impact to a portfolio due to this purchase was 0.16%. The holding were 459 shares as of 2021-12-31.

New Purchase: United Parcel Service Inc (UPS)

LifeSteps Financial, Inc. initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $199.000000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,036 shares as of 2021-12-31.

New Purchase: Goldman Sachs Group Inc (GS)

LifeSteps Financial, Inc. initiated holding in Goldman Sachs Group Inc. The purchase prices were between $371.61 and $423.85, with an estimated average price of $396.02. The stock is now traded at around $342.680000. The impact to a portfolio due to this purchase was 0.16%. The holding were 598 shares as of 2021-12-31.

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

LifeSteps Financial, Inc. added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 28.13%. The purchase prices were between $101.51 and $101.8, with an estimated average price of $101.63. The stock is now traded at around $101.340000. The impact to a portfolio due to this purchase was 0.32%. The holding were 20,199 shares as of 2021-12-31.

Added: iShares Core S&P Small-Cap ETF (IJR)

LifeSteps Financial, Inc. added to a holding in iShares Core S&P Small-Cap ETF by 21.10%. The purchase prices were between $107.97 and $119.54, with an estimated average price of $113.43. The stock is now traded at around $104.430000. The impact to a portfolio due to this purchase was 0.23%. The holding were 16,436 shares as of 2021-12-31.

Added: Mastercard Inc (MA)

LifeSteps Financial, Inc. added to a holding in Mastercard Inc by 27.67%. The purchase prices were between $306.28 and $369.56, with an estimated average price of $345.75. The stock is now traded at around $344.660000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,501 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

LifeSteps Financial, Inc. added to a holding in Meta Platforms Inc by 20.93%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $294.630000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,502 shares as of 2021-12-31.

Sold Out: Sempra Energy (SRE)

LifeSteps Financial, Inc. sold out a holding in Sempra Energy. The sale prices were between $119.66 and $132.28, with an estimated average price of $126.77.

Sold Out: AT&T Inc (T)

LifeSteps Financial, Inc. sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.

Sold Out: MercadoLibre Inc (MELI)

LifeSteps Financial, Inc. sold out a holding in MercadoLibre Inc. The sale prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48.

Sold Out: McDonald's Corp (MCD)

LifeSteps Financial, Inc. sold out a holding in McDonald's Corp. The sale prices were between $236.42 and $268.49, with an estimated average price of $252.91.

Sold Out: Lockheed Martin Corp (LMT)

LifeSteps Financial, Inc. sold out a holding in Lockheed Martin Corp. The sale prices were between $326.31 and $376.33, with an estimated average price of $345.82.

Sold Out: Vanguard Total International Bond ETF (BNDX)

LifeSteps Financial, Inc. sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $54.87 and $55.81, with an estimated average price of $55.32.



Here is the complete portfolio of LifeSteps Financial, Inc.. Also check out:

1. LifeSteps Financial, Inc.'s Undervalued Stocks

2. LifeSteps Financial, Inc.'s Top Growth Companies, and

3. LifeSteps Financial, Inc.'s High Yield stocks

4. Stocks that LifeSteps Financial, Inc. keeps buyingThis article first appeared on GuruFocus.