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Instant access to global stock market and finance news also including funds, crypto and more along with comprehensive sentiment analysis.
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"uuid": "46cf500e-f5b2-4849-a5c3-b53a71e02def",
"title": "ProShares Ultra Bloomberg Crude Oil ETF: Don’t Fear The Leverage (UCO)",
"description": "UCO is designed to track 2 times the daily percentage return in the Bloomberg Commodity Balanced WTI Crude Oil Index. It looks like a good vehicle to trade a rally in oil prices.",
"keywords": "",
"snippet": "peshkov/iStock via Getty Images\n\nSome investors avoid leveraged and inverse leveraged exchange-traded funds (ETFs) like the ProShares Ultra Bloomberg Crude Oil ...",
"url": "https://seekingalpha.com/article/4481637-proshares-ultra-bloomberg-crude-oil-etf-good-vehicle-oil-prices",
"image_url": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1316669671/image_1316669671.jpg?io=getty-c-w750",
"language": "en",
"published_at": "2022-01-26T04:52:07.000000Z",
"source": "seekingalpha.com",
"relevance_score": null,
"entities": [
{
"symbol": "^NDX",
"name": "NASDAQ 100",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 5.344822,
"sentiment_score": 0.7783,
"highlights": [
{
"highlight": "However, rather than avoiding these products out of fear or arbitrary rules, it’s worth learning exactly how they work because in many circumstances leveraged ETFs can be an outstanding way to trade moves in commodities like oil and natural gas or stock indices like the Nasdaq 100 and S&P 500.",
"sentiment": 0.7783,
"highlighted_in": "main_text"
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{
"uuid": "0b5674b3-f483-4901-b0bc-132afed54110",
"title": "January 2022 Options Newsletter",
"description": "This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.\nNew year, new ...",
"keywords": "",
"snippet": "This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.\n\nNew year, new opport...",
"url": "https://www.benzinga.com/markets/options/22/01/25199266/january-2022-options-newsletter",
"image_url": "https://cdn.benzinga.com/files/imagecache/og_image_social_share_1200x630/images/story/2012/screenshot_2022-01-26_at_10.06.35_am.png",
"language": "en",
"published_at": "2022-01-26T04:43:16.000000Z",
"source": "benzinga.com",
"relevance_score": null,
"entities": [
{
"symbol": "^NDX",
"name": "NASDAQ 100",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 25.07071,
"sentiment_score": 0.3942,
"highlights": [
{
"highlight": "Equity Index options ADV rose 6% YoY, with record ADV in both E-mini Nasdaq-100 options and E-mini Russell 2000 options.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Weekly expiring options saw outsized trading across asset classes as short-term volatility returned: E-mini Nasdaq-100 weeklies +113% Treasury weeklies +64% WTI weeklies +47% Ag weeklies +24% CAD/USD weeklies +23% Gold weeklies +17%\n\n\n\nMost active options products by ADV - 2021\n\nGrowing pools of options liquidity\n\nThis post contains sponsored advertising",
"sentiment": 0.7884,
"highlighted_in": "main_text"
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]
}
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{
"uuid": "8feec0b8-21e7-4d93-b32f-2b7016b618bd",
"title": "SEBI instructs DSP Global Innovation FoF to restrict overseas investments to ETFs",
"description": "SEBI has specified an industry level limit of $7 billion for mutual funds that invest in overseas securities and mutual funds, and a separate limit of $1 billion for investment in overseas exchange traded funds",
"keywords": "",
"snippet": "One more mutual fund house is going slow on overseas investments, citing regulatory reasons. SEBI has asked DSP Mutual Fund to restrict its investments to ETFs ...",
"url": "https://www.moneycontrol.com/news/business/personal-finance/sebi-instructs-dsp-global-innovation-fof-to-restrict-overseas-investments-to-etfs-7986371.html",
"image_url": "https://images.moneycontrol.com/static-mcnews/2022/01/sensex_stocks-3-770x433.jpg",
"language": "en",
"published_at": "2022-01-26T04:32:41.000000Z",
"source": "moneycontrol.com",
"relevance_score": null,
"entities": [
{
"symbol": "^NDX",
"name": "NASDAQ 100",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 24.841038,
"sentiment_score": 0.5169,
"highlights": [
{
"highlight": "“DGIF will begin by investing in two passive funds – iShares PHLX Semiconductor ETF & iShares NASDAQ 100 UCITS ETF – as advised by SEBI.",
"sentiment": 0.2023,
"highlighted_in": "main_text"
},
{
"highlight": "According to Value Research, Motilal Oswal Nasdaq 100 ETF delivered 25.1 percent and 24 percent returns over last five and ten-year periods, despite a loss of 12.15 percent reported since January 1, 2022. Now, 64 mutual funds focusing on international investments manage assets worth Rs 45,658 crore.",
"sentiment": 0.6576,
"highlighted_in": "main_text"
},
{
"highlight": "These three schemes include Motilal Oswal Nasdaq 100 ETF and Motilal Oswal S&P 500 Index Fund which manage assets worth Rs 6,273 crore and Rs 2,737 crore, respectively. Also lumpsum investments in Motilal Oswal MSCI EAFE Top100 Select Index Fund are halted which has Rs 39 crore in assets under management.",
"sentiment": 0.6908,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^SOX",
"name": "PHLX Semiconductor",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 36.641518,
"sentiment_score": 0.2023,
"highlights": [
{
"highlight": "“DGIF will begin by investing in two passive funds – iShares PHLX Semiconductor ETF & iShares NASDAQ 100 UCITS ETF – as advised by SEBI.",
"sentiment": 0.2023,
"highlighted_in": "main_text"
}
]
}
],
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{
"uuid": "87543667-6f3e-46d9-abe4-ff45c8296029",
"title": "Wall Street ends down as markets whipsaw ahead of Fed meeting",
"description": "The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.",
"keywords": "",
"snippet": "Representative image\n\nUS stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surr...",
"url": "https://www.moneycontrol.com/news/business/markets/wall-street-ends-down-as-markets-whipsaw-ahead-of-fed-meeting-7985861.html",
"image_url": "https://images.moneycontrol.com/static-mcnews/2020/09/wall-street-770x433.jpg",
"language": "en",
"published_at": "2022-01-26T03:16:24.000000Z",
"source": "moneycontrol.com",
"relevance_score": null,
"entities": [
{
"symbol": "^IXIC",
"name": "NASDAQ Composite",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 30.314192,
"sentiment_score": -0.21045,
"highlights": [
{
"highlight": "The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.\n\nThe members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting.",
"sentiment": -0.3182,
"highlighted_in": "main_text"
},
{
"highlight": "The S&P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.\n\nVolume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.",
"sentiment": -0.1027,
"highlighted_in": "main_text"
}
]
}
],
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{
"uuid": "93ef08d6-08ae-45ed-8f57-7db1537eea76",
"title": "Cordant, Inc. Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, DFIV, IDEV, SCHE, FIS, DFAS, IVV, DFAE, ESGU, IUSB, MBB, FALN, GOVT, UI, ALGN, BLK, VCEL, NUAN, MDXG, ",
"snippet": "New Purchases: DFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE,\n\nDFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, ...",
"url": "https://www.gurufocus.com/news/1625779/cordant-inc-buys-dimensional-international-value-etf-ishares-core-msci-international-developed-markets--dimensional-emerging-core-equity-market-etf-sells-ubiquiti-inc-align-technology-inc-the-walt-disney-co",
"image_url": "https://www.gurufocus.com/favicon.ico",
"language": "en",
"published_at": "2022-01-26T02:38:05.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "MDXG",
"name": "MiMedx Group, Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Healthcare",
"match_score": 17.527258,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Cordant, Inc. sold out a holding in MiMedx Group Inc. The sale prices were between $5.7 and $8.48, with an estimated average price of $6.97.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FALN",
"name": "iShares Fallen Angels USD Bond ETF",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 38.954422,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. initiated holding in iShares Fallen Angels USD Bond ETF. The purchase prices were between $29.31 and $30.2, with an estimated average price of $29.76. The stock is now traded at around $29.050000. The impact to a portfolio due to this purchase was 0.01%. The holding were 704 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IUSB",
"name": "iShares Core Total USD Bond Market ETF",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 37.8211,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $52.47 and $53.31, with an estimated average price of $52.9. The stock is now traded at around $51.900000. The impact to a portfolio due to this purchase was 0.02%. The holding were 580 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "MBB",
"name": "iShares MBS ETF",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 23.993355,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. initiated holding in iShares MBS ETF. The purchase prices were between $107.03 and $108.32, with an estimated average price of $107.64. The stock is now traded at around $105.940000. The impact to a portfolio due to this purchase was 0.01%. The holding were 91 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IVV",
"name": "iShares Core S&P 500 ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 31.059883,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. added to a holding in iShares Core S&P 500 ETF by 400.00%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $436.440000. The impact to a portfolio due to this purchase was 0.02%. The holding were 75 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SCHE",
"name": "Schwab Emerging Markets Equity ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 48.416023,
"sentiment_score": 0.368367,
"highlights": [
{
"highlight": "YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Schwab Emerging Markets Equity ETF by 69.92%. The purchase prices were between $28.67 and $31.28, with an estimated average price of $30.07. The stock is now traded at around $29.500000. The impact to a portfolio due to this purchase was 0.3%. The holding were 42,425 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "DFAE",
"name": "Dimensional Emerging Core Equity Market ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 189.31702,
"sentiment_score": 0.361275,
"highlights": [
{
"highlight": "OLLI, RUN, SITE, USFD, VST, YUMC, IIPR, ATH, YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 2.15%\n\nCordant, Inc. initiated holding in Dimensional Emerging Core Equity Market ETF. The purchase prices were between $26.45 and $28.15, with an estimated average price of $27.34. The stock is now traded at around $27.010000. The impact to a portfolio due to this purchase was 0.82%.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
},
{
"symbol": "DFAS",
"name": "Dimensional U.S. Small Cap ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 37.450066,
"sentiment_score": -0.18545,
"highlights": [
{
"highlight": "New Purchases: DFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE,\n\nDFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE, Added Positions: VTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR,\n\nVTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR, Reduced Positions",
"sentiment": -0.6669,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Dimensional U.S. Small Cap ETF by 29.04%. The purchase prices were between $56.6 and $62.32, with an estimated average price of $59.16. The stock is now traded at around $55.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,333 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "DFIV",
"name": "Dimensional International Value",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 108.97688,
"sentiment_score": 0.06832,
"highlights": [
{
"highlight": "New Purchases: DFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE,\n\nDFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE, Added Positions: VTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR,\n\nVTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR, Reduced Positions",
"sentiment": -0.6669,
"highlighted_in": "main_text"
},
{
"highlight": "ESI, OMF, COMM, ESNT, ALLE, SC, ZEN, JD, GPRO, BABA, FWONK, SYF, BOX, VIRT, EVH, CC, NTRA, OLLI, RUN, SITE, USFD, VST, YUMC, IIPR, ATH, YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional",
"sentiment": 0.7125,
"highlighted_in": "main_text"
},
{
"highlight": "International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Dimensional International Value ETF by 521.93%. The purchase prices were between $31.05 and $33.6, with an estimated average price of $32.71. The stock is now traded at around $33.730000. The impact to a portfolio due to this purchase was 1.49%. The holding were 91,928 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0,
"highlighted_in": "title"
}
]
},
{
"symbol": "^VTI-TC",
"name": "Vanguard Total Stock Market ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 25.117966,
"sentiment_score": 0.8807,
"highlights": [
{
"highlight": "Shares added by 2.61% Vanguard Total Stock Market ETF (VTI) - 87,458 shares, 12.37% of the total portfolio. Shares added by 18.86% Vanguard FTSE Developed Markets ETF (VEA) - 370,402 shares, 11.08% of the total portfolio. Shares reduced by 5.94% Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 145,405 shares, 7.90% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^GOVT-IV",
"name": "iShares U.S. Treasury Bond ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 30.843018,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.19 and $26.72, with an estimated average price of $26.43. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 874 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^VTI-NV",
"name": "Vanguard Total Stock Market ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 25.117874,
"sentiment_score": 0.8807,
"highlights": [
{
"highlight": "Shares added by 2.61% Vanguard Total Stock Market ETF (VTI) - 87,458 shares, 12.37% of the total portfolio. Shares added by 18.86% Vanguard FTSE Developed Markets ETF (VEA) - 370,402 shares, 11.08% of the total portfolio. Shares reduced by 5.94% Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 145,405 shares, 7.90% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^IDEV-IV",
"name": "iShares Core MSCI International",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 131.75772,
"sentiment_score": 0.361275,
"highlights": [
{
"highlight": "JD, GPRO, BABA, FWONK, SYF, BOX, VIRT, EVH, CC, NTRA, OLLI, RUN, SITE, USFD, VST, YUMC, IIPR, ATH, YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"highlight": "Cordant, Inc. added to a holding in iShares Core MSCI International Developed Markets by 276.59%. The purchase prices were between $64.32 and $69.11, with an estimated average price of $67.03. The stock is now traded at around $64.380000. The impact to a portfolio due to this purchase was 1.36%. The holding were 46,708 shares as of 2021-12-31.",
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{
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"sentiment": 0.34,
"highlighted_in": "title"
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{
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{
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"highlighted_in": "main_text"
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{
"highlight": "Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company",
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},
{
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"sentiment": 0.296,
"highlighted_in": "main_text"
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{
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"highlighted_in": "title"
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{
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{
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"highlighted_in": "main_text"
},
{
"highlight": "Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in iShares Core MSCI International Developed Markets by 276.59%. The purchase prices were between $64.32 and $69.11, with an estimated average price of $67.03. The stock is now traded at around $64.380000. The impact to a portfolio due to this purchase was 1.36%. The holding were 46,708 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
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"sentiment": 0.34,
"highlighted_in": "title"
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{
"symbol": "^GOVT-EU",
"name": "iShares U.S. Treasury Bond ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
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"match_score": 30.842613,
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"highlights": [
{
"highlight": "Cordant, Inc. initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.19 and $26.72, with an estimated average price of $26.43. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 874 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^GOVT-TC",
"name": "iShares U.S. Treasury Bond ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 30.842613,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.19 and $26.72, with an estimated average price of $26.43. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 874 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
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{
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"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
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{
"highlight": "Cordant, Inc. initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.19 and $26.72, with an estimated average price of $26.43. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 874 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
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{
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"country": "us",
"type": "index",
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{
"highlight": "JD, GPRO, BABA, FWONK, SYF, BOX, VIRT, EVH, CC, NTRA, OLLI, RUN, SITE, USFD, VST, YUMC, IIPR, ATH, YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares",
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"highlighted_in": "main_text"
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{
"highlight": "Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company",
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"highlighted_in": "main_text"
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{
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"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
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"sentiment": 0.34,
"highlighted_in": "title"
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{
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"name": "Vanguard Total Stock Market ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 25.11753,
"sentiment_score": 0.8807,
"highlights": [
{
"highlight": "Shares added by 2.61% Vanguard Total Stock Market ETF (VTI) - 87,458 shares, 12.37% of the total portfolio. Shares added by 18.86% Vanguard FTSE Developed Markets ETF (VEA) - 370,402 shares, 11.08% of the total portfolio. Shares reduced by 5.94% Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 145,405 shares, 7.90% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
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},
{
"symbol": "^VTI-EU",
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"sentiment_score": 0.8807,
"highlights": [
{
"highlight": "Shares added by 2.61% Vanguard Total Stock Market ETF (VTI) - 87,458 shares, 12.37% of the total portfolio. Shares added by 18.86% Vanguard FTSE Developed Markets ETF (VEA) - 370,402 shares, 11.08% of the total portfolio. Shares reduced by 5.94% Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 145,405 shares, 7.90% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^SCHE-NV",
"name": "SCHWAB EMERGING MARKETS EQUITY ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 38.2261,
"sentiment_score": 0.368367,
"highlights": [
{
"highlight": "YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Schwab Emerging Markets Equity ETF by 69.92%. The purchase prices were between $28.67 and $31.28, with an estimated average price of $30.07. The stock is now traded at around $29.500000. The impact to a portfolio due to this purchase was 0.3%. The holding were 42,425 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^DFAS-NV",
"name": "DIMENSIONAL U.S. SMALL CAP ETF ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 27.390968,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. added to a holding in Dimensional U.S. Small Cap ETF by 29.04%. The purchase prices were between $56.6 and $62.32, with an estimated average price of $59.16. The stock is now traded at around $55.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,333 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^DFAS-IV",
"name": "DIMENSIONAL U.S. SMALL CAP ETF ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 27.390968,
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"highlights": [
{
"highlight": "Cordant, Inc. added to a holding in Dimensional U.S. Small Cap ETF by 29.04%. The purchase prices were between $56.6 and $62.32, with an estimated average price of $59.16. The stock is now traded at around $55.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,333 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^DFAS-TC",
"name": "DIMENSIONAL U.S. SMALL CAP ETF ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 27.390968,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. added to a holding in Dimensional U.S. Small Cap ETF by 29.04%. The purchase prices were between $56.6 and $62.32, with an estimated average price of $59.16. The stock is now traded at around $55.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,333 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^DFAS-EU",
"name": "DIMENSIONAL U.S. SMALL CAP ETF ",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
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"highlights": [
{
"highlight": "Cordant, Inc. added to a holding in Dimensional U.S. Small Cap ETF by 29.04%. The purchase prices were between $56.6 and $62.32, with an estimated average price of $59.16. The stock is now traded at around $55.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,333 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^ESGE",
"name": "ISHARES INC",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 28.800772,
"sentiment_score": 0.26847,
"highlights": [
{
"highlight": "New Purchases: DFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE,\n\nDFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE, Added Positions: VTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR,\n\nVTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR, Reduced Positions",
"sentiment": -0.6669,
"highlighted_in": "main_text"
},
{
"highlight": "JD, GPRO, BABA, FWONK, SYF, BOX, VIRT, EVH, CC, NTRA, OLLI, RUN, SITE, USFD, VST, YUMC, IIPR, ATH, YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $97.93 and $108.46, with an estimated average price of $104.78. The stock is now traded at around $97.910000. The impact to a portfolio due to this purchase was 0.02%. The holding were 308 shares as of 2021-12-31.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $52.47 and $53.31, with an estimated average price of $52.9. The stock is now traded at around $51.900000. The impact to a portfolio due to this purchase was 0.02%. The holding were 580 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares MBS ETF. The purchase prices were between $107.03 and $108.32, with an estimated average price of $107.64. The stock is now traded at around $105.940000. The impact to a portfolio due to this purchase was 0.01%. The holding were 91 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares Fallen Angels USD Bond ETF. The purchase prices were between $29.31 and $30.2, with an estimated average price of $29.76. The stock is now traded at around $29.050000. The impact to a portfolio due to this purchase was 0.01%. The holding were 704 shares as of 2021-12-31.",
"sentiment": -0.0772,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.19 and $26.72, with an estimated average price of $26.43. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 874 shares as of 2021-12-31.",
"sentiment": 0.4588,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in iShares Core MSCI International Developed Markets by 276.59%. The purchase prices were between $64.32 and $69.11, with an estimated average price of $67.03. The stock is now traded at around $64.380000. The impact to a portfolio due to this purchase was 1.36%. The holding were 46,708 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in iShares Core S&P 500 ETF by 400.00%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $436.440000. The impact to a portfolio due to this purchase was 0.02%. The holding were 75 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
}
],
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"title": "Cordant, Inc. Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, DFIV, IDEV, SCHE, FIS, DFAS, IVV, DFAE, ESGU, IUSB, MBB, FALN, GOVT, UI, ALGN, BLK, VCEL, NUAN, MDXG, ",
"snippet": "New Purchases: DFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE,\n\nDFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, ...",
"url": "https://www.gurufocus.com/news/1625779/read",
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"language": "en",
"published_at": "2022-01-26T02:38:05.000000Z",
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"entities": [
{
"symbol": "SC2.DE",
"name": "Nuance Communications, Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 16.018959,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Cordant, Inc. sold out a holding in Nuance Communications Inc. The sale prices were between $54.68 and $55.49, with an estimated average price of $55.16.\n\nCordant, Inc. sold out a holding in MiMedx Group Inc. The sale prices were between $5.7 and $8.48, with an estimated average price of $6.97.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "BLQA.DE",
"name": "BlackRock, Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Financial Services",
"match_score": 16.83208,
"sentiment_score": 0.113333,
"highlights": [
{
"highlight": "IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. sold out a holding in BlackRock Inc. The sale prices were between $825.56 and $971.49, with an estimated average price of $913.93.\n\nCordant, Inc. sold out a holding in Vericel Corp. The sale prices were between $35.2 and $52.6, with an estimated average price of $43.64.\n\nCordant, Inc. sold out a holding in Nuance Communications Inc.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ZGY.DE",
"name": "Fidelity National Information Services, Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 32.757378,
"sentiment_score": 0.368367,
"highlights": [
{
"highlight": "CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Fidelity National Information Services Inc by 8260.00%. The purchase prices were between $102.36 and $125.04, with an estimated average price of $112.73. The stock is now traded at around $110.200000. The impact to a portfolio due to this purchase was 0.03%. The holding were 418 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "BLK.MX",
"name": "BlackRock, Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
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"match_score": 16.832169,
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"highlights": [
{
"highlight": "IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. sold out a holding in BlackRock Inc. The sale prices were between $825.56 and $971.49, with an estimated average price of $913.93.\n\nCordant, Inc. sold out a holding in Vericel Corp. The sale prices were between $35.2 and $52.6, with an estimated average price of $43.64.\n\nCordant, Inc. sold out a holding in Nuance Communications Inc.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FIS.MX",
"name": "Fidelity National Information Services, Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 32.757698,
"sentiment_score": 0.368367,
"highlights": [
{
"highlight": "CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Fidelity National Information Services Inc by 8260.00%. The purchase prices were between $102.36 and $125.04, with an estimated average price of $112.73. The stock is now traded at around $110.200000. The impact to a portfolio due to this purchase was 0.03%. The holding were 418 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ALGN.MX",
"name": "Align Technology, Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Healthcare",
"match_score": 82.71261,
"sentiment_score": 0.17,
"highlights": [
{
"highlight": ", BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. sold out a holding in Align Technology Inc. The sale prices were between $589.61 and $711.02, with an estimated average price of $642.97.\n\nCordant, Inc. sold out a holding in BlackRock Inc. The sale prices were between $825.56 and $971.49, with an estimated average price of $913.93.\n\nCordant, Inc. sold out a holding in Vericel Corp.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
},
{
"symbol": "MBB.MX",
"name": "iShares MBS ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 23.988655,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Cordant, Inc. initiated holding in iShares MBS ETF. The purchase prices were between $107.03 and $108.32, with an estimated average price of $107.64. The stock is now traded at around $105.940000. The impact to a portfolio due to this purchase was 0.01%. The holding were 91 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0K9K.L",
"name": "Nuance Communications, Inc.",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 16.02,
"sentiment_score": 0,
"highlights": [
{
"highlight": "Cordant, Inc. sold out a holding in Nuance Communications Inc. The sale prices were between $54.68 and $55.49, with an estimated average price of $55.16.\n\nCordant, Inc. sold out a holding in MiMedx Group Inc. The sale prices were between $5.7 and $8.48, with an estimated average price of $6.97.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0LI9.L",
"name": "Ubiquiti Inc.",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 58.90357,
"sentiment_score": 0.17,
"highlights": [
{
"highlight": "CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. sold out a holding in Ubiquiti Inc. The sale prices were between $269.7 and $327.95, with an estimated average price of $304.65.\n\nCordant, Inc. sold out a holding in Align Technology Inc. The sale prices were between $589.61 and $711.02, with an estimated average price of $642.97.\n\nCordant, Inc. sold out a holding in BlackRock Inc.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
},
{
"symbol": "0QZZ.L",
"name": "BlackRock, Inc.",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 16.833782,
"sentiment_score": 0.113333,
"highlights": [
{
"highlight": "IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. sold out a holding in BlackRock Inc. The sale prices were between $825.56 and $971.49, with an estimated average price of $913.93.\n\nCordant, Inc. sold out a holding in Vericel Corp. The sale prices were between $35.2 and $52.6, with an estimated average price of $43.64.\n\nCordant, Inc. sold out a holding in Nuance Communications Inc.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0HCK.L",
"name": "Align Technology, Inc.",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 82.76833,
"sentiment_score": 0.17,
"highlights": [
{
"highlight": ", BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. sold out a holding in Align Technology Inc. The sale prices were between $589.61 and $711.02, with an estimated average price of $642.97.\n\nCordant, Inc. sold out a holding in BlackRock Inc. The sale prices were between $825.56 and $971.49, with an estimated average price of $913.93.\n\nCordant, Inc. sold out a holding in Vericel Corp.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
},
{
"symbol": "0ILW.L",
"name": "Fidelity National Information Services, Inc.",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 32.758278,
"sentiment_score": 0.368367,
"highlights": [
{
"highlight": "CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Fidelity National Information Services Inc by 8260.00%. The purchase prices were between $102.36 and $125.04, with an estimated average price of $112.73. The stock is now traded at around $110.200000. The impact to a portfolio due to this purchase was 0.03%. The holding were 418 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "F1NI34.SA",
"name": "Fidelity National Information Services, Inc.",
"exchange": "BVMF",
"exchange_long": "The B3 S.A. - Brasil, Bolsa, Balcão",
"country": "br",
"type": "equity",
"industry": "Technology",
"match_score": 32.758778,
"sentiment_score": 0.368367,
"highlights": [
{
"highlight": "CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "National Information Services Inc, sells Ubiquiti Inc, Align Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in Fidelity National Information Services Inc by 8260.00%. The purchase prices were between $102.36 and $125.04, with an estimated average price of $112.73. The stock is now traded at around $110.200000. The impact to a portfolio due to this purchase was 0.03%. The holding were 418 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "A1LG34.SA",
"name": "Align Technology, Inc.",
"exchange": "BVMF",
"exchange_long": "The B3 S.A. - Brasil, Bolsa, Balcão",
"country": "br",
"type": "equity",
"industry": "Healthcare",
"match_score": 82.75598,
"sentiment_score": 0.17,
"highlights": [
{
"highlight": ", BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Schwab Emerging Markets Equity ETF, Fidelity National Information Services Inc, sells Ubiquiti Inc, Align",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Technology Inc, The Walt Disney Co, BlackRock Inc, Vericel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cordant, Inc..",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. sold out a holding in Align Technology Inc. The sale prices were between $589.61 and $711.02, with an estimated average price of $642.97.\n\nCordant, Inc. sold out a holding in BlackRock Inc. The sale prices were between $825.56 and $971.49, with an estimated average price of $913.93.\n\nCordant, Inc. sold out a holding in Vericel Corp.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
},
{
"symbol": "^ESGE",
"name": "ISHARES INC",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 28.800772,
"sentiment_score": 0.26847,
"highlights": [
{
"highlight": "New Purchases: DFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE,\n\nDFAE, ESGU, IUSB, FALN, GOVT, MBB, KD, COMT, ESGE, IXG, IXN, IYE, USMV, VLUE, Added Positions: VTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR,\n\nVTI, DFIV, IDEV, VGSH, SCHE, VCIT, VCSH, FIS, DFAS, TIP, IVV, SHY, IJR, Reduced Positions",
"sentiment": -0.6669,
"highlighted_in": "main_text"
},
{
"highlight": "JD, GPRO, BABA, FWONK, SYF, BOX, VIRT, EVH, CC, NTRA, OLLI, RUN, SITE, USFD, VST, YUMC, IIPR, ATH, YEXT, CADE, CADE, FND, AM, BHF, CARG, EYE, AQUA, WHD, LOVE, ELAN, MRNA, BYND, AMCR, CARR, OTIS, DCT, BSY, VMEO, EWU, FEZ, FIXD, IEUR, IJK, IVE, KBA, KWEB, PGJ, TLT, VOO,\n\nInvestment company Current Portfolio ) buys Dimensional International Value ETF, iShares",
"sentiment": 0.8091,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $97.93 and $108.46, with an estimated average price of $104.78. The stock is now traded at around $97.910000. The impact to a portfolio due to this purchase was 0.02%. The holding were 308 shares as of 2021-12-31.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $52.47 and $53.31, with an estimated average price of $52.9. The stock is now traded at around $51.900000. The impact to a portfolio due to this purchase was 0.02%. The holding were 580 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares MBS ETF. The purchase prices were between $107.03 and $108.32, with an estimated average price of $107.64. The stock is now traded at around $105.940000. The impact to a portfolio due to this purchase was 0.01%. The holding were 91 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in iShares Fallen Angels USD Bond ETF. The purchase prices were between $29.31 and $30.2, with an estimated average price of $29.76. The stock is now traded at around $29.050000. The impact to a portfolio due to this purchase was 0.01%. The holding were 704 shares as of 2021-12-31.",
"sentiment": -0.0772,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.19 and $26.72, with an estimated average price of $26.43. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 874 shares as of 2021-12-31.",
"sentiment": 0.4588,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in iShares Core MSCI International Developed Markets by 276.59%. The purchase prices were between $64.32 and $69.11, with an estimated average price of $67.03. The stock is now traded at around $64.380000. The impact to a portfolio due to this purchase was 1.36%. The holding were 46,708 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Cordant, Inc. added to a holding in iShares Core S&P 500 ETF by 400.00%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $436.440000. The impact to a portfolio due to this purchase was 0.02%. The holding were 75 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Dimensional International Value ETF, iShares Core MSCI International Developed Markets , Dimensional Emerging Core Equity Market ETF, Sells Ubiquiti Inc, Align Technology Inc, The W",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
}
]
},
{
"uuid": "51c7dce8-86b0-45a6-9389-80257bbe0e2f",
"title": "JMG Financial Group, Ltd. Buys Royal Gold Inc, iShares Core U.S. Aggregate Bond ETF, Sells Exxon Mobil Corp, iShares MSCI EM ESG Select ETF, Invesco FTSE RAFI US 1000 ETF",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, AGG, RGLD, PRF, ",
"snippet": "New Purchases: RGLD,\n\nRGLD, Added Positions: VOO, VO, VEA, VWO, SCHF, AGG, VTIP, VNQ, IWB, IVV, EFA, BNDX, SCHA, SCHP, SCHR, TIP, VIG, ESGD, MSFT,\n\nVOO, VO, VEA...",
"url": "https://www.gurufocus.com/news/1625778/jmg-financial-group-ltd-buys-royal-gold-inc-ishares-core-us-aggregate-bond-etf-sells-exxon-mobil-corp-ishares-msci-em-esg-select-etf-invesco-ftse-rafi-us-1000-etf",
"image_url": "https://www.gurufocus.com/favicon.ico",
"language": "en",
"published_at": "2022-01-26T02:38:03.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "AGG",
"name": "iShares Core U.S. Aggregate Bond ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 181.77304,
"sentiment_score": 0.1272,
"highlights": [
{
"highlight": "TIP, VIG, ESGD, MSFT, Reduced Positions: IWR, VTI, IWF, VNQI, VV, VEU, VUG, XOM, SCHG, SCHB, IWV, IWP, ESGE, MDY, SCHH, SCHZ, IWD, IEI, BND, AAPL,\n\nIWR, VTI, IWF, VNQI, VV, VEU, VUG, XOM, SCHG, SCHB, IWV, IWP, ESGE, MDY, SCHH, SCHZ, IWD, IEI, BND, AAPL, Sold Out: PRF,\n\nOak Brook, IL, based Investment company Current Portfolio ) buys Royal Gold Inc, iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Core U.S.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Aggregate Bond ETF, sells Exxon Mobil Corp, iShares MSCI EM ESG Select ETF, Invesco FTSE RAFI US 1000 ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, JMG Financial Group, Ltd.. As of 2021Q4, JMG Financial Group, Ltd. owns 82 stocks with a total value of $2 billion.",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "JMG Financial Group, Ltd. added to a holding in iShares Core U.S. Aggregate Bond ETF by 21.44%. The purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now traded at around $111.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 11,278 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Buys Royal Gold Inc, iShares Core U.S. Aggregate Bond ETF, Sells Exxon Mobil Corp, iShares MSCI EM ESG Select ETF, Invesco FTSE RAFI US 1000 ETF",
"sentiment": 0,
"highlighted_in": "title"
}
]
},
{
"symbol": "IWR",
"name": "iShares Russell Mid-Cap ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 61.32685,
"sentiment_score": 0.6808,
"highlights": [
{
"highlight": "Shares reduced by 0.69% iShares Russell Mid-Cap ETF (IWR) - 1,187,725 shares, 5.04% of the total portfolio. Shares reduced by 2.54%\n\nJMG Financial Group, Ltd. initiated holding in Royal Gold Inc. The purchase prices were between $92.27 and $107.67, with an estimated average price of $100.97. The stock is now traded at around $103.200000.",
"sentiment": 0.6808,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "VOO",
"name": "Vanguard S&P 500 ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 49.32786,
"sentiment_score": 0.8402,
"highlights": [
{
"highlight": "/current-portfolio/portfolio\n\nVanguard S&P 500 ETF (VOO) - 1,083,249 shares, 24.20% of the total portfolio. Shares added by 3.68% Vanguard Mid-Cap ETF (VO) - 1,415,179 shares, 18.45% of the total portfolio. Shares added by 3.71% Vanguard FTSE Developed Markets ETF (VEA) - 4,681,345 shares, 12.23% of the total portfolio.",
"sentiment": 0.8402,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "PRF",
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"title": "JMG Financial Group, Ltd. Buys Royal Gold Inc, iShares Core U.S. Aggregate Bond ETF, Sells Exxon Mobil Corp, iShares MSCI EM ESG Select ETF, Invesco FTSE RAFI US 1000 ETF",
"description": "GuruFocus Article or News written by insider and the topic is about:",
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"title": "Brickley Wealth Management Buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, IEFA, VBR, BNDX, SCZ, VBK, SCHF, IUSV, GOOG, BAC, LRCX, ",
"snippet": "New Purchases: SCHF, IUSV, GOOG, BAC, LRCX,\n\nSCHF, IUSV, GOOG, BAC, LRCX, Added Positions: IEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSL...",
"url": "https://www.gurufocus.com/news/1625634/brickley-wealth-management-buys-btc-ishares-core-msci-eafe-etf-vanguard-small-cap-value-etf-vanguard-total-international-bond-etf",
"image_url": "https://www.gurufocus.com/favicon.ico",
"language": "en",
"published_at": "2022-01-25T22:38:04.000000Z",
"source": "gurufocus.com",
"relevance_score": null,
"entities": [
{
"symbol": "APC.DE",
"name": "Apple Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 9.916166,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ABEA.DE",
"name": "Alphabet Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Communication Services",
"match_score": 14.020451,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ABEC.DE",
"name": "Alphabet Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Communication Services",
"match_score": 14.019811,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPL.MX",
"name": "Apple Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 9.915867,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOGL.MX",
"name": "Alphabet Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Communication Services",
"match_score": 14.017437,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOG.MX",
"name": "Alphabet Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Communication Services",
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"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IEFA.MX",
"name": "iShares Core MSCI EAFE ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 216.18652,
"sentiment_score": 0.60464,
"highlights": [
{
"highlight": "VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT,\n\nIEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares MSCI EAFE Small-Cap ETF, Vanguard Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.802,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 20.98% BTC iShares Core MSCI EAFE ETF (IEFA) - 583,176 shares, 9.28% of the total portfolio. Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in BTC iShares Core MSCI EAFE ETF by 65.88%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $70.970000. The impact to a portfolio due to this purchase was 3.69%. The holding were 583,176 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management Buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF",
"sentiment": 0.6808,
"highlighted_in": "title"
}
]
},
{
"symbol": "SCZ.MX",
"name": "iShares MSCI EAFE Small-Cap ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 90.19551,
"sentiment_score": 0.566667,
"highlights": [
{
"highlight": "VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "MSCI EAFE Small-Cap ETF, Vanguard Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.7003,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in iShares MSCI EAFE Small-Cap ETF by 27.34%. The purchase prices were between $69.99 and $75.86, with an estimated average price of $73.08. The stock is now traded at around $67.640000. The impact to a portfolio due to this purchase was 1.14%. The holding were 340,221 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^IMCV",
"name": "ISHARES TRUST",
"exchange": "INDEXNASDAQ",
"exchange_long": "Nasdaq Index",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 19.765224,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPL.BA",
"name": "Apple Inc.",
"exchange": "BCBA",
"exchange_long": "Buenos Aires Stock Exchange",
"country": "ar",
"type": "equity",
"industry": "Technology",
"match_score": 9.915151,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOGL.BA",
"name": "Alphabet Inc.",
"exchange": "BCBA",
"exchange_long": "Buenos Aires Stock Exchange",
"country": "ar",
"type": "equity",
"industry": "Communication Services",
"match_score": 14.012297,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPLD.BA",
"name": "APPLE INC",
"exchange": "BCBA",
"exchange_long": "Buenos Aires Stock Exchange",
"country": "ar",
"type": "equity",
"industry": "N/A",
"match_score": 9.915146,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOGLD.BA",
"name": "ALPHABET INC",
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"exchange_long": "Buenos Aires Stock Exchange",
"country": "ar",
"type": "equity",
"industry": "N/A",
"match_score": 14.012327,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPLC.BA",
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"type": "equity",
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"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IBB.SN",
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"exchange": "SSE",
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"country": "cl",
"type": "equity",
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"match_score": 19.762482,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "INDA-CL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.762482,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IBB-CL.SN",
"name": "ISHARES TRUST",
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"country": "cl",
"type": "equity",
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"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "EMB-CL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
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"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOGL.SN",
"name": "Alphabet Inc.",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "Communication Services",
"match_score": 14.00876,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPLCL.SN",
"name": "APPLE INC",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 9.914633,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPL.SN",
"name": "Apple Inc.",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "Technology",
"match_score": 9.914633,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOG.SN",
"name": "Alphabet Inc.",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "Communication Services",
"match_score": 14.00876,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IYG.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.759464,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOGCL.SN",
"name": "Alphabet Inc.",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 14.00876,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IYH-CL.SN",
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"country": "cl",
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"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "EUFN.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
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"country": "cl",
"type": "equity",
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"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IYG-CL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.759464,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ITBCL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
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"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "TLT-CL.SN",
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"country": "cl",
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"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "HDV-CL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.759464,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IYMCL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.759464,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IGE.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.759464,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "EFACL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.759464,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FLOT.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.759464,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IEI.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.756676,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "IWS.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.756676,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "FXICL.SN",
"name": "ISHARES TRUST",
"exchange": "SSE",
"exchange_long": "Santiago Stock Exchange",
"country": "cl",
"type": "equity",
"industry": "N/A",
"match_score": 19.756676,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $70.77 and $76.45, with an estimated average price of $73.91. The stock is now traded at around $73.730000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,931 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPL.NE",
"name": "Apple Inc.",
"exchange": "NEO",
"exchange_long": "NEO Exchange",
"country": "ca",
"type": "equity",
"industry": "Technology",
"match_score": 9.916814,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPL",
"name": "Apple Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 9.916805,
"sentiment_score": 0.9042,
"highlights": [
{
"highlight": "Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio. Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF.",
"sentiment": 0.9042,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOG",
"name": "Alphabet Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Communication Services",
"match_score": 9.041874,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "GOOGL",
"name": "Alphabet Inc.",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "equity",
"industry": "Communication Services",
"match_score": 23.283451,
"sentiment_score": 0.32985,
"highlights": [
{
"highlight": "New Purchases: SCHF, IUSV, GOOG, BAC, LRCX,\n\nSCHF, IUSV, GOOG, BAC, LRCX, Added Positions: IEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT,\n\nIEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2534.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 85 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SCZ",
"name": "iShares MSCI EAFE Small-Cap ETF",
"exchange": "NASDAQ",
"exchange_long": "NASDAQ Stock Exchange",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 90.23808,
"sentiment_score": 0.566667,
"highlights": [
{
"highlight": "VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "MSCI EAFE Small-Cap ETF, Vanguard Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.7003,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in iShares MSCI EAFE Small-Cap ETF by 27.34%. The purchase prices were between $69.99 and $75.86, with an estimated average price of $73.08. The stock is now traded at around $67.640000. The impact to a portfolio due to this purchase was 1.14%. The holding were 340,221 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SCHF",
"name": "Schwab International Equity ETF",
"exchange": "NYSEARCA",
"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 34.40084,
"sentiment_score": 0.6597,
"highlights": [
{
"highlight": "Shares added by 4.04%\n\nBrickley Wealth Management initiated holding in Schwab International Equity ETF. The purchase prices were between $37.11 and $39.68, with an estimated average price of $38.6. The stock is now traded at around $37.200000. The impact to a portfolio due to this purchase was 0.09%.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^VBK-IV",
"name": "Vanguard Small Cap Growth ETF (",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 29.468462,
"sentiment_score": 0.497867,
"highlights": [
{
"highlight": ", BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares MSCI EAFE Small-Cap ETF, Vanguard",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.4939,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in Vanguard Small Cap Growth ETF by 23.08%. The purchase prices were between $268.86 and $305.38, with an estimated average price of $286.47. The stock is now traded at around $237.930000. The impact to a portfolio due to this purchase was 0.73%. The holding were 64,967 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^VBK-TC",
"name": "Vanguard Small Cap Growth ETF (",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 29.467865,
"sentiment_score": 0.497867,
"highlights": [
{
"highlight": ", BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares MSCI EAFE Small-Cap ETF, Vanguard",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.4939,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in Vanguard Small Cap Growth ETF by 23.08%. The purchase prices were between $268.86 and $305.38, with an estimated average price of $286.47. The stock is now traded at around $237.930000. The impact to a portfolio due to this purchase was 0.73%. The holding were 64,967 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "^IEFA-IV",
"name": "iShares Core MSCI EAFE ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 216.06055,
"sentiment_score": 0.60464,
"highlights": [
{
"highlight": "VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT,\n\nIEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares MSCI EAFE Small-Cap ETF, Vanguard Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.802,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 20.98% BTC iShares Core MSCI EAFE ETF (IEFA) - 583,176 shares, 9.28% of the total portfolio. Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in BTC iShares Core MSCI EAFE ETF by 65.88%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $70.970000. The impact to a portfolio due to this purchase was 3.69%. The holding were 583,176 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management Buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF",
"sentiment": 0.6808,
"highlighted_in": "title"
}
]
},
{
"symbol": "^IEFA-TC",
"name": "iShares Core MSCI EAFE ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 216.06055,
"sentiment_score": 0.60464,
"highlights": [
{
"highlight": "VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT,\n\nIEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares MSCI EAFE Small-Cap ETF, Vanguard Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.802,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 20.98% BTC iShares Core MSCI EAFE ETF (IEFA) - 583,176 shares, 9.28% of the total portfolio. Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in BTC iShares Core MSCI EAFE ETF by 65.88%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $70.970000. The impact to a portfolio due to this purchase was 3.69%. The holding were 583,176 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management Buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF",
"sentiment": 0.6808,
"highlighted_in": "title"
}
]
},
{
"symbol": "^IEFA-EU",
"name": "iShares Core MSCI EAFE ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 216.06055,
"sentiment_score": 0.60464,
"highlights": [
{
"highlight": "VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT,\n\nIEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares MSCI EAFE Small-Cap ETF, Vanguard Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.802,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 20.98% BTC iShares Core MSCI EAFE ETF (IEFA) - 583,176 shares, 9.28% of the total portfolio. Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in BTC iShares Core MSCI EAFE ETF by 65.88%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $70.970000. The impact to a portfolio due to this purchase was 3.69%. The holding were 583,176 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management Buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF",
"sentiment": 0.6808,
"highlighted_in": "title"
}
]
},
{
"symbol": "^IEFA-NV",
"name": "iShares Core MSCI EAFE ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 216.06055,
"sentiment_score": 0.60464,
"highlights": [
{
"highlight": "VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT,\n\nIEFA, VBR, BNDX, SCZ, VBK, VTV, VUG, BSV, BIV, VMBS, MSFT, GOOGL, TSLA, FB, BRK.B, AMZN, JPM, JNJ, ACWX, SHV, HD, VTI, VT, Reduced Positions: IWF, VOE, IWP, USMV, MTUM, EFAV, VB, INTC, IMTM, VSS, DIS, IWV, AGG,\n\nInvestment company Current Portfolio ) buys BTC iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF, iShares MSCI EAFE Small-Cap ETF, Vanguard Small Cap Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brickley Wealth Management.",
"sentiment": 0.802,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 20.98% BTC iShares Core MSCI EAFE ETF (IEFA) - 583,176 shares, 9.28% of the total portfolio. Shares added by 65.88% Apple Inc (AAPL) - 229,973 shares, 8.70% of the total portfolio. Shares added by 0.31% Vanguard Short-Term Bond ETF (BSV) - 423,987 shares, 7.31% of the total portfolio.",
"sentiment": 0.8807,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management added to a holding in BTC iShares Core MSCI EAFE ETF by 65.88%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $70.970000. The impact to a portfolio due to this purchase was 3.69%. The holding were 583,176 shares as of 2021-12-31.",
"sentiment": 0.6597,
"highlighted_in": "main_text"
},
{
"highlight": "Brickley Wealth Management Buys BTC iShares Core MSCI EAFE ETF, Vanguard Small Cap Value ETF, Vanguard Total International Bond ETF",
"sentiment": 0.6808,
"highlighted_in": "title"
}
]
},
{
"symbol": "^VBK-NV",
"name": "Vanguard Small Cap Growth ETF (",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 29.467209,
"sentiment_score": 0.497867,
"highlights": [
{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
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]
}
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{
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"title": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"description": "GuruFocus Article or News written by insider and the topic is about:",
"keywords": "GuruFocus, Article, News, insider, EFG, VBR, BSV, ESML, SCHD, VOO, AMAT, KO, LOW, AVGO, DIA, VZ, ",
"snippet": "New Purchases: SCHD, VOO, AMAT, KO, NEE, LOW, AVGO,\n\nSCHD, VOO, AMAT, KO, NEE, LOW, AVGO, Added Positions: EFG, BND, VEA, VBR, SCZ, BSV, VTEB, VWO, VB, ESML, VX...",
"url": "https://www.gurufocus.com/news/1625397/trellis-advisors-llc-buys-btc-ishares-msci-eafe-growth-etf-vanguard-small-cap-value-etf-schwab-us-dividend-equity-etf-sells-spdr-dow-jones-industrial-average-etf-verizon-communications-inc",
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"language": "en",
"published_at": "2022-01-25T18:38:08.000000Z",
"source": "gurufocus.com",
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{
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{
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{
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{
"highlight": "Trellis Advisors, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $49.77 and $54.53, with an estimated average price of $52.14.",
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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"highlighted_in": "title"
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{
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{
"symbol": "AVGO34.SA",
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{
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{
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{
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{
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{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
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"highlighted_in": "title"
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{
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"name": "Applied Materials, Inc.",
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{
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{
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{
"highlight": "Trellis Advisors, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $227.860000. The impact to a portfolio due to this purchase was 0.1%. The holding were 812 shares as of 2021-12-31.",
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{
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{
"highlight": "MSFT, IWV, AAPL, AMZN, DSI, GOOG, UNH, DIS, MA, V, JNJ, FB, GOOGL, CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied",
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{
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{
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{
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{
"highlight": "Trellis Advisors, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $227.860000. The impact to a portfolio due to this purchase was 0.1%. The holding were 812 shares as of 2021-12-31.",
"sentiment": 0.296,
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},
{
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{
"highlight": "BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon",
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{
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"highlighted_in": "main_text"
},
{
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"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.6124,
"highlighted_in": "title"
}
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{
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"type": "index",
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"sentiment_score": 0.3062,
"highlights": [
{
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"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
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"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.6124,
"highlighted_in": "title"
}
]
},
{
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"country": "us",
"type": "etf",
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"sentiment_score": 0.6808,
"highlights": [
{
"highlight": "Shares reduced by 5.82% iShares MSCI EAFE Small-Cap ETF (SCZ) - 119,900 shares, 4.15% of the total portfolio. Shares added by 2.77%\n\nTrellis Advisors, LLC initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $77.290000.",
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"highlighted_in": "main_text"
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},
{
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"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 37.078033,
"sentiment_score": 0.8402,
"highlights": [
{
"highlight": "Shares added by 4.93% Schwab U.S. Broad Market ETF (SCHB) - 77,835 shares, 4.17% of the total portfolio. Shares reduced by 5.82% iShares MSCI EAFE Small-Cap ETF (SCZ) - 119,900 shares, 4.15% of the total portfolio. Shares added by 2.77%\n\nTrellis Advisors, LLC initiated holding in Schwab US Dividend Equity ETF.",
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"highlighted_in": "main_text"
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},
{
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"exchange_long": "NYSE Arca",
"country": "us",
"type": "etf",
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"match_score": 50.285187,
"sentiment_score": 0.3028,
"highlights": [
{
"highlight": "AMGN, ADBE,\n\nSCHB, MSFT, IWV, AAPL, AMZN, DSI, GOOG, UNH, DIS, MA, V, JNJ, FB, GOOGL, CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard",
"sentiment": 0.6124,
"highlighted_in": "main_text"
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{
"highlight": "S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"highlight": "Trellis Advisors, LLC 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 $396.330000. The impact to a portfolio due to this purchase was 0.12%. The holding were 603 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
},
{
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"country": "us",
"type": "index",
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"sentiment_score": 0.437875,
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{
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"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 2.77%\n\nTrellis Advisors, LLC initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $77.290000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,879 shares as of 2021-12-31.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.6124,
"highlighted_in": "title"
}
]
},
{
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"name": "Vanguard Total Stock Market ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 33.07312,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "For the details of Trellis Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/trellis+advisors%2C+llc/current-portfolio/portfolio\n\nVanguard Total Stock Market ETF (VTI) - 352,271 shares, 40.29% of the total portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
},
{
"symbol": "^SCHD-TC",
"name": "Schwab US Dividend Equity ETF",
"exchange": "NYSEAMERICAN",
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"country": "us",
"type": "index",
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"match_score": 143.78052,
"sentiment_score": 0.437875,
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{
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"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 2.77%\n\nTrellis Advisors, LLC initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $77.290000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,879 shares as of 2021-12-31.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.6124,
"highlighted_in": "title"
}
]
},
{
"symbol": "^VTI-NV",
"name": "Vanguard Total Stock Market ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
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"highlights": [
{
"highlight": "For the details of Trellis Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/trellis+advisors%2C+llc/current-portfolio/portfolio\n\nVanguard Total Stock Market ETF (VTI) - 352,271 shares, 40.29% of the total portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
},
{
"symbol": "^VTI-IV",
"name": "Vanguard Total Stock Market ETF",
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"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 33.070732,
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"highlights": [
{
"highlight": "For the details of Trellis Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/trellis+advisors%2C+llc/current-portfolio/portfolio\n\nVanguard Total Stock Market ETF (VTI) - 352,271 shares, 40.29% of the total portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
},
{
"symbol": "^VTI-EU",
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"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 33.070732,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "For the details of Trellis Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/trellis+advisors%2C+llc/current-portfolio/portfolio\n\nVanguard Total Stock Market ETF (VTI) - 352,271 shares, 40.29% of the total portfolio.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
},
{
"symbol": "^SCHD-EU",
"name": "Schwab US Dividend Equity ETF",
"exchange": "NYSEAMERICAN",
"exchange_long": "NYSE American",
"country": "us",
"type": "index",
"industry": "N/A",
"match_score": 143.74832,
"sentiment_score": 0.437875,
"highlights": [
{
"highlight": "ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE,\n\nSCHB, MSFT, IWV, AAPL, AMZN, DSI, GOOG, UNH, DIS, MA, V, JNJ, FB, GOOGL, CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab",
"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Shares added by 2.77%\n\nTrellis Advisors, LLC initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $77.290000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,879 shares as of 2021-12-31.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.6124,
"highlighted_in": "title"
}
]
},
{
"symbol": "ESML",
"name": "iShares ESG Aware MSCI USA Small-Cap ETF",
"exchange": "BATS",
"exchange_long": "CBOE BZX",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 62.740067,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Trellis Advisors, LLC added to a holding in iShares ESG Aware MSCI USA Small-Cap ETF by 37.60%. The purchase prices were between $38.2 and $42.72, with an estimated average price of $40.43. The stock is now traded at around $36.226200. The impact to a portfolio due to this purchase was 0.04%. The holding were 8,516 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "EFG",
"name": "iShares MSCI EAFE Growth ETF",
"exchange": "BATS",
"exchange_long": "CBOE BZX",
"country": "us",
"type": "etf",
"industry": "N/A",
"match_score": 166.45786,
"sentiment_score": 0.244,
"highlights": [
{
"highlight": "CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE,\n\nSCHB, MSFT, IWV, AAPL, AMZN, DSI, GOOG, UNH, DIS, MA, V, JNJ, FB, GOOGL, CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC added to a holding in BTC iShares MSCI EAFE Growth ETF by 236.28%. The purchase prices were between $104.29 and $112.61, with an estimated average price of $108.92. The stock is now traded at around $97.980000. The impact to a portfolio due to this purchase was 0.63%. The holding were 17,053 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
},
{
"symbol": "BAC.DE",
"name": "Verizon Communications Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Communication Services",
"match_score": 78.47443,
"sentiment_score": 0.3062,
"highlights": [
{
"highlight": "BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon",
"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $49.77 and $54.53, with an estimated average price of $52.14.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.6124,
"highlighted_in": "title"
}
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},
{
"symbol": "1YD.DE",
"name": "Broadcom Inc",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 15.651339,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Trellis Advisors, LLC initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $535.369400. The impact to a portfolio due to this purchase was 0.1%. The holding were 322 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
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]
},
{
"symbol": "AP2.DE",
"name": "Applied Materials, Inc.",
"exchange": "XETRA",
"exchange_long": "Deutsche Börse Xetra",
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 27.083382,
"sentiment_score": 0.3028,
"highlights": [
{
"highlight": "MSFT, IWV, AAPL, AMZN, DSI, GOOG, UNH, DIS, MA, V, JNJ, FB, GOOGL, CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied",
"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC initiated holding in Applied Materials Inc. The purchase prices were between $125.2 and $162.72, with an estimated average price of $145.33. The stock is now traded at around $133.240000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,448 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "VZ.MX",
"name": "Verizon Communications Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Communication Services",
"match_score": 78.523766,
"sentiment_score": 0.3062,
"highlights": [
{
"highlight": "BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon",
"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $49.77 and $54.53, with an estimated average price of $52.14.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.6124,
"highlighted_in": "title"
}
]
},
{
"symbol": "LOW.MX",
"name": "Lowe's Companies, Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Consumer Cyclical",
"match_score": 21.899912,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Trellis Advisors, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $227.860000. The impact to a portfolio due to this purchase was 0.1%. The holding were 812 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AMAT.MX",
"name": "Applied Materials, Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 27.08269,
"sentiment_score": 0.3028,
"highlights": [
{
"highlight": "MSFT, IWV, AAPL, AMZN, DSI, GOOG, UNH, DIS, MA, V, JNJ, FB, GOOGL, CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied",
"sentiment": 0.6124,
"highlighted_in": "main_text"
},
{
"highlight": "Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC initiated holding in Applied Materials Inc. The purchase prices were between $125.2 and $162.72, with an estimated average price of $145.33. The stock is now traded at around $133.240000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,448 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SCZ.MX",
"name": "iShares MSCI EAFE Small-Cap ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 55.885162,
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"highlights": [
{
"highlight": "Shares reduced by 5.82% iShares MSCI EAFE Small-Cap ETF (SCZ) - 119,900 shares, 4.15% of the total portfolio. Shares added by 2.77%\n\nTrellis Advisors, LLC initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $77.290000.",
"sentiment": 0.6808,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "EFG.MX",
"name": "iShares MSCI EAFE Growth ETF",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "etf",
"industry": "N/A",
"match_score": 167.3725,
"sentiment_score": 0.244,
"highlights": [
{
"highlight": "CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE,\n\nSCHB, MSFT, IWV, AAPL, AMZN, DSI, GOOG, UNH, DIS, MA, V, JNJ, FB, GOOGL, CVX, BRK.B, BAC, ABBV, NVDA, PYPL, PG, PFE, PEP, NKE, NFLX, ACN, JPM, COST, CMCSA, CSCO, BA, AMGN, ADBE, Sold Out: DIA, VZ,\n\nInvestment company Current Portfolio ) buys BTC iShares",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Applied Materials Inc, sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Trellis Advisors, LLC.",
"sentiment": 0.34,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC added to a holding in BTC iShares MSCI EAFE Growth ETF by 236.28%. The purchase prices were between $104.29 and $112.61, with an estimated average price of $108.92. The stock is now traded at around $97.980000. The impact to a portfolio due to this purchase was 0.63%. The holding were 17,053 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
},
{
"highlight": "Trellis Advisors, LLC Buys BTC iShares MSCI EAFE Growth ETF, Vanguard Small Cap Value ETF, Schwab US Dividend Equity ETF, Sells SPDR Dow Jones Industrial Average ETF, Verizon Communications Inc",
"sentiment": 0.34,
"highlighted_in": "title"
}
]
},
{
"symbol": "AVGO.MX",
"name": "Broadcom Inc.",
"exchange": "BMV",
"exchange_long": "Mexican Stock Exchange",
"country": "mx",
"type": "equity",
"industry": "N/A",
"match_score": 15.659547,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Trellis Advisors, LLC initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $535.369400. The impact to a portfolio due to this purchase was 0.1%. The holding were 322 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0JVQ.L",
"name": "Lowe's Companies, Inc.",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 21.897085,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Trellis Advisors, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $227.860000. The impact to a portfolio due to this purchase was 0.1%. The holding were 812 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0YXG.L",
"name": "Broadcom Inc.",
"exchange": "LSE",
"exchange_long": "London Stock Exchange",
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 15.65566,
"sentiment_score": 0.296,
"highlights": [
{
"highlight": "Trellis Advisors, LLC initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $535.369400. The impact to a portfolio due to this purchase was 0.1%. The holding were 322 shares as of 2021-12-31.",
"sentiment": 0.296,
"highlighted_in": "main_text"
}
]
}
]
}
]
}
]
}
Example response
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