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Personal Financial Consultants Inc Buys SPDR Portfolio Total Stock Market, Sells iShares ...

Investment company Personal Financial Consultants Inc (Current Portfolio) buys SPDR Portfolio Total Stock Market, sells iShares California Muni Bond during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Personal Financial Consultants Inc . As of 2019Q2, Personal Financial Consultants Inc owns 17 stocks with a total value of $122 million. These are the details of the buys and sells.

  • Added Positions: FM, SPTM, EMB, VWO, VIG,
  • Reduced Positions: VNQ, CMF,

For the details of PERSONAL FINANCIAL CONSULTANTS INC 's stock buys and sells,
go to https://www.gurufocus.com/guru/personal+financial+consultants+inc+/current-portfolio/portfolioportfolio

These are the top 5 holdings of PERSONAL FINANCIAL CONSULTANTS INC

  1. Vanguard Total Stock Market (VTI) - 190,837 shares, 23.47% of the total portfolio. Shares added by 0.40%
  2. Vanguard FTSE All World Ex US (VEU) - 405,332 shares, 16.94% of the total portfolio. Shares added by 0.81%
  3. Vanguard Real Estate (VNQ) - 139,468 shares, 9.99% of the total portfolio. Shares reduced by 10.42%
  4. Vanguard FTSE Emerging Markets (VWO) - 250,818 shares, 8.74% of the total portfolio. Shares added by 1.45%
  5. Vanguard Total Bond Market ETF (BND) - 127,078 shares, 8.65% of the total portfolio. Shares added by 0.72%

Added: SPDR Portfolio Total Stock Market (SPTM)

Personal Financial Consultants Inc added to a holding in SPDR Portfolio Total Stock Market by 36.67%. The purchase prices were between $34.16 and $36.82, with an estimated average price of $35.83. The stock is now traded at around $37.31. The impact to a portfolio due to this purchase was 0.17%. The holding were 21,352 shares as of .

Reduced: iShares California Muni Bond (CMF)

Personal Financial Consultants Inc reduced to a holding in iShares California Muni Bond by 21.7%. The sale prices were between $58.95 and $60.57, with an estimated average price of $59.78. The stock is now traded at around $60.93. The impact to a portfolio due to this sale was -0.21%. Personal Financial Consultants Inc still held 14,949 shares as of .



Here is the complete portfolio of PERSONAL FINANCIAL CONSULTANTS INC . Also check out:

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3. PERSONAL FINANCIAL CONSULTANTS INC 's High Yield stocks

4. Stocks that PERSONAL FINANCIAL CONSULTANTS INC keeps buyingThis article first appeared on GuruFocus.