- New Purchases: SCHC, VBR,
- Added Positions: SCZ, VWO, GBDC, SCHA, IVV, VTI, SCHX,
- Reduced Positions: SCHE, VBK, IEMG, VYM, VIG, GSBD,
- Sold Out: SCHF, VB,
For the details of Radnor Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/radnor+financial+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Radnor Financial Advisors, LLC- Vanguard Small-Cap Growth (VBK) - 125,322 shares, 16.01% of the total portfolio. Shares reduced by 15.97%
- Golub Capital BDC Inc (GBDC) - 1,196,153 shares, 12.77% of the total portfolio. Shares added by 5.32%
- Vanguard Growth (VUG) - 93,002 shares, 12.39% of the total portfolio. Shares reduced by 0.53%
- iShares MSCI EAFE Small-Cap ETF (SCZ) - 266,590 shares, 10.16% of the total portfolio. Shares added by 141.13%
- Vanguard FTSE Emerging Markets (VWO) - 333,943 shares, 9.52% of the total portfolio. Shares added by 142.99%
Radnor Financial Advisors, LLC initiated holding in Schwab International Small-Cap Equity. The purchase prices were between $20.7 and $34.9, with an estimated average price of $31.07. The stock is now traded at around $25.82. The impact to a portfolio due to this purchase was 6.8%. The holding were 328,131 shares as of .
New Purchase: Vanguard Small-Cap Value (VBR)Radnor Financial Advisors, LLC initiated holding in Vanguard Small-Cap Value. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $92.02. The impact to a portfolio due to this purchase was 3.97%. The holding were 52,623 shares as of .
Added: iShares MSCI EAFE Small-Cap ETF (SCZ)Radnor Financial Advisors, LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 141.13%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $46.86. The impact to a portfolio due to this purchase was 5.95%. The holding were 266,590 shares as of .
Added: Vanguard FTSE Emerging Markets (VWO)Radnor Financial Advisors, LLC added to a holding in Vanguard FTSE Emerging Markets by 142.99%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $35.14. The impact to a portfolio due to this purchase was 5.6%. The holding were 333,943 shares as of .
Added: iShares Core S&P 500 (IVV)Radnor Financial Advisors, LLC added to a holding in iShares Core S&P 500 by 22.52%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $279.98. The impact to a portfolio due to this purchase was 0.37%. The holding were 9,130 shares as of .
Sold Out: Schwab International Equity (SCHF)Radnor Financial Advisors, LLC sold out a holding in Schwab International Equity. The sale prices were between $22.3 and $34.12, with an estimated average price of $31.02.
Sold Out: Vanguard Small-Cap (VB)Radnor Financial Advisors, LLC sold out a holding in Vanguard Small-Cap. The sale prices were between $98.45 and $170.48, with an estimated average price of $151.89.
Here is the complete portfolio of Radnor Financial Advisors, LLC. Also check out:
1. Radnor Financial Advisors, LLC's Undervalued Stocks
2. Radnor Financial Advisors, LLC's Top Growth Companies, and
3. Radnor Financial Advisors, LLC's High Yield stocks
4. Stocks that Radnor Financial Advisors, LLC keeps buying