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Stocks trade near records, but chances are your portfolio isn't sufficiently protected from a fall

Diversification is an uncomfortable – but necessary – topic for investors, even with stocks near highs.

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Americana Partners LLC Acquires Shares of 10,623 Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Americana Partners LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) during the 3rd quarter, HoldingsChannel reports. The fund acquired 10,623 shares of the company’s stock, valued at approximately $264,000. Several other hedge funds and other institutional investors have also added to or reduced their stakes […]

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Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Bought by My Personal CFO LLC

Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Bought by My Personal CFO LLC
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Compass Financial Group Inc. Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compass Financial Group Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56,176 shares of the company’s stock after purchasing an additional 1,707 shares during […]

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SP Asset Management LLC Raises Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

SP Asset Management LLC grew its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 0.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 56,032 shares of the exchange traded fund’s stock after buying an additional 452 shares during […]

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Compass Financial Group Inc. Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compass Financial Group Inc. Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
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Tobias Financial Advisors Inc. Has $552,000 Stock Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Tobias Financial Advisors Inc. lowered its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 3.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 2,578 shares of the company’s stock after selling 86 shares during the period. Tobias Financial Advisors Inc.’s holdings in Vanguard Small-Cap Growth ETF were worth $552,000 at […]

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SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Sold by Tobias Financial Advisors Inc.

SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Sold by Tobias Financial Advisors Inc.
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Tobias Financial Advisors Inc. Buys 62 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Tobias Financial Advisors Inc. raised its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.2% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,534 shares of the company’s stock after purchasing an additional 62 shares during the […]

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Tobias Financial Advisors Inc. Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Tobias Financial Advisors Inc. Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
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