Polaris reports $10.5 million in new investments

Polaris Financial Partners reported new third-quarter positions in five investments: Walmart ($1.84 million), Alphabet ($2.45 million), Vanguard Small-Cap ETF ($553,000), SPDR S&P MidCap 400 ETF Trust ($1.32 million) and Vanguard S&P 500 ETF ($4.36 million). The S&P 500 ETF was the largest of the reported new holdings, representing about 2% of Polaris’s portfolio; Alphabet accounted for about 1.1%, Walmart 0.9% and the mid-cap ETF 0.6%. The disclosures were reported in the firm’s latest filings with the Securities and Exchange Commission.