RESOURCE CONSULTING GROUP INC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
301 E. PINE STREET ORLANDO, FL 32801
As of the latest 13F report, the guru’s equity portfolio contained 61 stocks valued at a total of $232.00Mil. The top holdings were DFAS(29.46%), DFAT(27.69%), and DFIV(27.58%).
According to GuruFocus data, these were RESOURCE CONSULTING GROUP INC’s top five trades of the quarter.
iRadimed Corp
The guru sold out of their 128,000-share investment in NAS:IRMD. Previously, the stock had a 1.99% weight in the equity portfolio. Shares traded for an average price of $35.99 during the quarter.
On 07/11/2022, iRadimed Corp traded for a price of $34.57 per share and a market cap of $434.23Mil. The stock has returned 19.67% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, iRadimed Corp has a price-earnings ratio of 40.81, a price-book ratio of 6.81, a EV-to-Ebitda ratio of 29.85 and a price-sales ratio of 9.52.
The price-to-GF Value ratio is 1.06, earning the stock a GF Value rank of 3.
Dimensional U.S. Small Cap ETF
During the quarter, RESOURCE CONSULTING GROUP INC bought 37,305 shares of ARCA:DFAS for a total holding of 1,425,644. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $51.92.
On 07/11/2022, Dimensional U.S. Small Cap ETF traded for a price of $48.54 per share and a market cap of $4.06Bil. The stock has returned -10.77% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional U.S. Small Cap ETF has a price-earnings ratio of 11.18 and a price-book ratio of 1.79.
iShares S&P 500 Growth ETF
The guru sold out of their 25,182-share investment in ARCA:IVW. Previously, the stock had a 0.67% weight in the equity portfolio. Shares traded for an average price of $66.26 during the quarter.
On 07/11/2022, iShares S&P 500 Growth ETF traded for a price of $62.27 per share and a market cap of $29.36Bil. The stock has returned -13.96% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P 500 Growth ETF has a price-earnings ratio of 21.40 and a price-book ratio of 6.28.
Dimensional U.S. Targeted Value ETF
During the quarter, RESOURCE CONSULTING GROUP INC bought 30,300 shares of ARCA:DFAT for a total holding of 1,598,975. The trade had a 0.52% impact on the equity portfolio. During the quarter, the stock traded for an average price of $43.9.
On 07/11/2022, Dimensional U.S. Targeted Value ETF traded for a price of $40.17 per share and a market cap of $6.27Bil. The stock has returned -5.32% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional U.S. Targeted Value ETF has a price-earnings ratio of 8.66 and a price-book ratio of 1.28.
Vanguard FTSE Emerging Markets ETF
The guru sold out of their 31,499-share investment in ARCA:VWO. Previously, the stock had a 0.5% weight in the equity portfolio. Shares traded for an average price of $42.94 during the quarter.
On 07/11/2022, Vanguard FTSE Emerging Markets ETF traded for a price of $40.4497 per share and a market cap of $71.13Bil. The stock has returned -17.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 11.60 and a price-book ratio of 1.73.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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