Planning Alternatives Ltd Buys iShares MSCI USA ESG Optimized ETF, iShares MSCI EAFE ESG Select ETF, iShares ESG Aware MSCI USA Small-Cap ETF, Sells Vanguard Total Bond Market ETF, Schwab US Aggregate Bond ETF, iShares Core U.S. Aggregate Bond ETF

• New Purchases: ESGD, ESML,
• Added Positions: IVV, IJR, VWO, IJH, VEA, JPST, ESGU, IEFA, MSFT, HON,
• Reduced Positions: BND, VIG, SCHF, SCHX, SCHB, VUG, VTV, ITOT, SPY, SCHD, SCHE, IWF, DTE, SCHA, SCHM, IJS, F, IBM, DGRO, SHY, BRK.B,
• Sold Out: SCHZ, AGG, RVNC, CSCO,

For the details of PLANNING ALTERNATIVES LTD 's stock buys and sells, go to https://www.gurufocus.com/guru/planning+alternatives+ltd+/current-portfolio/portfolio

1. iShares Core S&P 500 ETF (IVV) - 433,293 shares, 33.22% of the total portfolio. Shares added by 6.28%
2. Vanguard FTSE Developed Markets ETF (VEA) - 1,620,738 shares, 14.89% of the total portfolio. Shares added by 3.07%
3. iShares Core S&P Mid-Cap ETF (IJH) - 215,688 shares, 10.34% of the total portfolio. Shares added by 5.32%
4. Vanguard FTSE Emerging Markets ETF (VWO) - 829,322 shares, 8.03% of the total portfolio. Shares added by 9.53%
5. iShares Core S&P Small-Cap ETF (IJR) - 372,417 shares, 7.50% of the total portfolio. Shares added by 13.11%

Planning Alternatives Ltd initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $74.92 and $81.51, with an estimated average price of $78.75. The stock is now traded at around $79.060000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,960 shares as of 2021-06-30.

Planning Alternatives Ltd initiated holding in iShares ESG Aware MSCI USA Small-Cap ETF. The purchase prices were between $38.02 and $40.93, with an estimated average price of $39.75. The stock is now traded at around $38.780000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,374 shares as of 2021-06-30.

Planning Alternatives Ltd added to a holding in iShares MSCI USA ESG Optimized ETF by 149.07%. The purchase prices were between $90.87 and $98.47, with an estimated average price of $95.59. The stock is now traded at around $99.820000. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,167 shares as of 2021-06-30.

Planning Alternatives Ltd sold out a holding in Schwab US Aggregate Bond ETF. The sale prices were between $53.56 and $54.5, with an estimated average price of $54.07.

Planning Alternatives Ltd sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.17 and $115.17, with an estimated average price of $114.24.

Planning Alternatives Ltd sold out a holding in Revance Therapeutics Inc. The sale prices were between $26.8 and $31.84, with an estimated average price of $28.83.

Planning Alternatives Ltd sold out a holding in Cisco Systems Inc. The sale prices were between $50.71 and $55.03, with an estimated average price of $52.58.