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Financial Council Asset Management Inc Buys SPDR Portfolio S&P 500 Value ETF, SPDR ...

·6-min read

Investment company Financial Council Asset Management Inc (Current Portfolio) buys SPDR Portfolio S&P 500 Value ETF, SPDR Portfolio S&P 500 Growth ETF, S&P 500 ETF TRUST ETF, iShares Global 100 ETF, iShares S&P 500 Growth ETF, sells Leidos Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Financial Council Asset Management Inc. As of 2021Q4, Financial Council Asset Management Inc owns 57 stocks with a total value of $104 million. These are the details of the buys and sells.

  • New Purchases: IOO, IVW, IEMG, VOO, JKE, JKF, IVE, PWB, XLP, HUM, IJJ, SLQD, SLYG, EL, STZ,

  • Added Positions: SPYV, SPYG, SPY, ACWI, IJH, TFI, DFAC, IUSG, AAPL, PG, MSFT, SHM, VZ, IXUS, XOM, VTI, JNJ, DIS,

  • Reduced Positions: IVV, LDOS, JPM, PFE, IWY,


For the details of Financial Council Asset Management Inc's stock buys and sells,
go to https://www.gurufocus.com/guru/financial+council+asset+management+inc/current-portfolio/portfolio

These are the top 5 holdings of Financial Council Asset Management Inc

  1. ISHARES TRUST (IUSG) - 109,939 shares, 12.26% of the total portfolio. Shares added by 3.19%

  2. SPDR Portfolio S&P 500 Value ETF (SPYV) - 263,963 shares, 10.69% of the total portfolio. Shares added by 243.61%

  3. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 136,099 shares, 9.51% of the total portfolio. Shares added by 70.46%

  4. ISHARES TRUST (IUSV) - 110,611 shares, 8.14% of the total portfolio. Shares added by 0.64%

  5. Apple Inc (AAPL) - 39,865 shares, 6.82% of the total portfolio. Shares added by 5.28%

New Purchase: iShares Global 100 ETF (IOO)

Financial Council Asset Management Inc initiated holding in iShares Global 100 ETF. The purchase prices were between $70.52 and $78.61, with an estimated average price of $75.3. The stock is now traded at around $74.544200. The impact to a portfolio due to this purchase was 1.21%. The holding were 16,090 shares as of 2021-12-31.

New Purchase: iShares S&P 500 Growth ETF (IVW)

Financial Council Asset Management Inc initiated holding in iShares S&P 500 Growth ETF. The purchase prices were between $73.1 and $84.81, with an estimated average price of $80.59. The stock is now traded at around $74.790000. The impact to a portfolio due to this purchase was 1.18%. The holding were 14,622 shares as of 2021-12-31.

New Purchase: iShares Core MSCI Emerging Markets ETF (IEMG)

Financial Council Asset Management Inc initiated holding in iShares Core MSCI Emerging Markets ETF. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $60.225000. The impact to a portfolio due to this purchase was 0.51%. The holding were 8,765 shares as of 2021-12-31.

New Purchase: Vanguard S&P 500 ETF (VOO)

Financial Council Asset Management Inc initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $407.100000. The impact to a portfolio due to this purchase was 0.49%. The holding were 1,170 shares as of 2021-12-31.

New Purchase: BTC iShares Morningstar Large-Cap Growth ETF (JKE)

Financial Council Asset Management Inc initiated holding in BTC iShares Morningstar Large-Cap Growth ETF. The purchase prices were between $64.76 and $73.24, with an estimated average price of $70.38. The stock is now traded at around $283.806500. The impact to a portfolio due to this purchase was 0.48%. The holding were 6,860 shares as of 2021-12-31.

New Purchase: BTC iShares Morningstar Large-Cap Value ETF (JKF)

Financial Council Asset Management Inc initiated holding in BTC iShares Morningstar Large-Cap Value ETF. The purchase prices were between $64.05 and $69.73, with an estimated average price of $67.27. The stock is now traded at around $122.189400. The impact to a portfolio due to this purchase was 0.42%. The holding were 6,236 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 Value ETF (SPYV)

Financial Council Asset Management Inc added to a holding in SPDR Portfolio S&P 500 Value ETF by 243.61%. The purchase prices were between $38.9 and $42.04, with an estimated average price of $40.62. The stock is now traded at around $40.980000. The impact to a portfolio due to this purchase was 7.58%. The holding were 263,963 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Financial Council Asset Management Inc added to a holding in SPDR Portfolio S&P 500 Growth ETF by 70.46%. The purchase prices were between $63.28 and $73.48, with an estimated average price of $69.79. The stock is now traded at around $64.768200. The impact to a portfolio due to this purchase was 3.93%. The holding were 136,099 shares as of 2021-12-31.

Added: S&P 500 ETF TRUST ETF (SPY)

Financial Council Asset Management Inc added to a holding in S&P 500 ETF TRUST ETF by 366.95%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $442.830000. The impact to a portfolio due to this purchase was 3.37%. The holding were 9,367 shares as of 2021-12-31.

Added: iShares MSCI ACWI Index Fund (ACWI)

Financial Council Asset Management Inc added to a holding in iShares MSCI ACWI Index Fund by 36.32%. The purchase prices were between $98.5 and $106.18, with an estimated average price of $103.69. The stock is now traded at around $100.370000. The impact to a portfolio due to this purchase was 0.94%. The holding were 34,599 shares as of 2021-12-31.

Added: SPDR Nuveen Bloomberg Municipal Bond ETF (TFI)

Financial Council Asset Management Inc added to a holding in SPDR Nuveen Bloomberg Municipal Bond ETF by 23.34%. The purchase prices were between $51.05 and $51.8, with an estimated average price of $51.45. The stock is now traded at around $50.975000. The impact to a portfolio due to this purchase was 0.49%. The holding were 51,801 shares as of 2021-12-31.

Added: Dimensional U.S. Core Equity 2 ETF (DFAC)

Financial Council Asset Management Inc added to a holding in Dimensional U.S. Core Equity 2 ETF by 45.71%. The purchase prices were between $26.52 and $29.09, with an estimated average price of $28.15. The stock is now traded at around $27.067800. The impact to a portfolio due to this purchase was 0.38%. The holding were 43,690 shares as of 2021-12-31.



Here is the complete portfolio of Financial Council Asset Management Inc. Also check out:

1. Financial Council Asset Management Inc's Undervalued Stocks

2. Financial Council Asset Management Inc's Top Growth Companies, and

3. Financial Council Asset Management Inc's High Yield stocks

4. Stocks that Financial Council Asset Management Inc keeps buyingThis article first appeared on GuruFocus.

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