Mirsky Financial Management Corp. Buys iShares Core Aggressive Allocation ETF, Schwab U.S. ...

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Investment company Mirsky Financial Management Corp. (Current Portfolio) buys iShares Core Aggressive Allocation ETF, Schwab U.S. Small-Cap ETF, Schwab International Equity ETF, Broadstone Net Lease Inc, Schwab U.S. Large-Cap ETF, sells A.O. Smith Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Mirsky Financial Management Corp.. As of 2021Q4, Mirsky Financial Management Corp. owns 54 stocks with a total value of $242 million. These are the details of the buys and sells.

  • New Purchases: AOA, SCHA, SCHF, BNL, SCHX, IBDR, SCHE, FSTA, GOOG,

  • Added Positions: IVE, IJH, FMAT, IVW, IEFA, EFAV, IJS, IJR, LQDH, XLK, PDBC, EEMV, IAGG, FIDU, FDIS, FUTY, MUB, EMB, EFA, SUB, TIP, PFF, IVV, IEMG, IBDQ, STIP,

  • Reduced Positions: AOS, NYF, SHY, REGL, FHLC, IEF, DGRO, USMV,


For the details of MIRSKY FINANCIAL MANAGEMENT CORP.'s stock buys and sells,
go to https://www.gurufocus.com/guru/mirsky+financial+management+corp./current-portfolio/portfolio

These are the top 5 holdings of MIRSKY FINANCIAL MANAGEMENT CORP.

  1. iShares Core U.S. Aggregate Bond ETF (AGG) - 282,044 shares, 13.28% of the total portfolio. Shares reduced by 0.25%

  2. iShares Core S&P Mid-Cap ETF (IJH) - 73,612 shares, 8.60% of the total portfolio. Shares added by 3.90%

  3. iShares S&P 500 Value ETF (IVE) - 131,108 shares, 8.47% of the total portfolio. Shares added by 4.77%

  4. iShares S&P 500 Growth ETF (IVW) - 228,968 shares, 7.90% of the total portfolio. Shares added by 3.29%

  5. BTC iShares Core MSCI EAFE ETF (IEFA) - 209,352 shares, 6.45% of the total portfolio. Shares added by 3.57%

New Purchase: iShares Core Aggressive Allocation ETF (AOA)

Mirsky Financial Management Corp. initiated holding in iShares Core Aggressive Allocation ETF. The purchase prices were between $68.95 and $73.05, with an estimated average price of $71.6. The stock is now traded at around $69.690000. The impact to a portfolio due to this purchase was 0.43%. The holding were 14,450 shares as of 2021-12-31.

New Purchase: Schwab U.S. Small-Cap ETF (SCHA)

Mirsky Financial Management Corp. initiated holding in Schwab U.S. Small-Cap ETF. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $92.730000. The impact to a portfolio due to this purchase was 0.33%. The holding were 7,875 shares as of 2021-12-31.

New Purchase: Schwab International Equity ETF (SCHF)

Mirsky Financial Management Corp. initiated holding in Schwab International Equity ETF. The purchase prices were between $37.11 and $39.68, with an estimated average price of $38.6. The stock is now traded at around $37.740000. The impact to a portfolio due to this purchase was 0.3%. The holding were 18,866 shares as of 2021-12-31.

New Purchase: Broadstone Net Lease Inc (BNL)

Mirsky Financial Management Corp. initiated holding in Broadstone Net Lease Inc. The purchase prices were between $23.52 and $26.95, with an estimated average price of $25.57. The stock is now traded at around $21.990000. The impact to a portfolio due to this purchase was 0.23%. The holding were 22,325 shares as of 2021-12-31.

New Purchase: Schwab U.S. Large-Cap ETF (SCHX)

Mirsky Financial Management Corp. initiated holding in Schwab U.S. Large-Cap ETF. The purchase prices were between $103.39 and $114.55, with an estimated average price of $110.61. The stock is now traded at around $106.700000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,566 shares as of 2021-12-31.

New Purchase: iShares iBonds Dec 2026 Term Corporate ETF (IBDR)

Mirsky Financial Management Corp. initiated holding in iShares iBonds Dec 2026 Term Corporate ETF. The purchase prices were between $25.9 and $26.35, with an estimated average price of $26.1. The stock is now traded at around $25.460000. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,449 shares as of 2021-12-31.



Here is the complete portfolio of MIRSKY FINANCIAL MANAGEMENT CORP.. Also check out:

1. MIRSKY FINANCIAL MANAGEMENT CORP.'s Undervalued Stocks

2. MIRSKY FINANCIAL MANAGEMENT CORP.'s Top Growth Companies, and

3. MIRSKY FINANCIAL MANAGEMENT CORP.'s High Yield stocks

4. Stocks that MIRSKY FINANCIAL MANAGEMENT CORP. keeps buyingThis article first appeared on GuruFocus.

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