- New Purchases: IJT, TFI, IYF, AOA,
- Added Positions: IVV, LQD, GOVT, VLUE, SHYG, IEFA, IGSB, NEAR, TLT, USMV,
- Reduced Positions: SPY, IJR, SPIB, ESGU, MUB, ESGE, IYG, IXN, IHI, IEF,
- Sold Out: SPLG,
For the details of ONE Advisory Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/one+advisory+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of ONE Advisory Partners, LLC- ISHARES TRUST (IVV) - 65,718 shares, 16.80% of the total portfolio. Shares added by 11.22%
- iShares MSCI USA ESG Optimized ETF (ESGU) - 210,915 shares, 12.23% of the total portfolio. Shares reduced by 1.49%
- ISHARES TRUST (EFG) - 127,549 shares, 8.72% of the total portfolio. Shares added by 0.20%
- ISHARES TRUST (LQD) - 81,946 shares, 8.40% of the total portfolio. Shares added by 4.26%
- ISHARES TRUST (GOVT) - 365,471 shares, 7.77% of the total portfolio. Shares added by 3.05%
ONE Advisory Partners, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $51.6 and $52.7, with an estimated average price of $52.12. The stock is now traded at around $51.69. The impact to a portfolio due to this purchase was 0.51%. The holding were 13,025 shares as of .
New Purchase: ISHARES TRUST (IJT)ONE Advisory Partners, LLC initiated holding in ISHARES TRUST. The purchase prices were between $165.08 and $188.73, with an estimated average price of $178.51. The stock is now traded at around $94.90. The impact to a portfolio due to this purchase was 0.51%. The holding were 3,770 shares as of .
New Purchase: ISHARES TRUST (IYF)ONE Advisory Partners, LLC initiated holding in ISHARES TRUST. The purchase prices were between $107.51 and $119.88, with an estimated average price of $114.18. The stock is now traded at around $116.71. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,986 shares as of .
New Purchase: ISHARES TRUST (AOA)ONE Advisory Partners, LLC initiated holding in ISHARES TRUST. The purchase prices were between $54.49 and $60.28, with an estimated average price of $57.5. The stock is now traded at around $59.33. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,519 shares as of .
Sold Out: SPDR SERIES TRUST (SPLG)ONE Advisory Partners, LLC sold out a holding in SPDR SERIES TRUST. The sale prices were between $36.49 and $42.03, with an estimated average price of $38.92.
Here is the complete portfolio of ONE Advisory Partners, LLC. Also check out:
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3. ONE Advisory Partners, LLC's High Yield stocks
4. Stocks that ONE Advisory Partners, LLC keeps buying
