VERITY Wealth Advisors recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
1505 BRIDGEWAY SAUSALITO, X1 94965
As of the latest 13F report, the guru’s equity portfolio contained 73 stocks valued at a total of $102.00Mil. The top holdings were VTI(21.86%), IVV(14.45%), and VEU(6.89%).
According to GuruFocus data, these were VERITY Wealth Advisors’s top five trades of the quarter.
iShares 0-5 Year TIPS Bond ETF
During the quarter, VERITY Wealth Advisors bought 10,607 shares of ARCA:STIP for a total holding of 14,458. The trade had a 1.05% impact on the equity portfolio. During the quarter, the stock traded for an average price of $99.03.
On 01/11/2023, iShares 0-5 Year TIPS Bond ETF traded for a price of $97.26 per share and a market cap of $13.04Bil. The stock has returned -2.42% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares TIPS Bond ETF
VERITY Wealth Advisors reduced their investment in ARCA:TIP by 5,172 shares. The trade had a 0.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $111.92.
On 01/11/2023, iShares TIPS Bond ETF traded for a price of $108.17 per share and a market cap of $23.39Bil. The stock has returned -9.64% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Dimensional US Marketwide Value ETF
The guru established a new position worth 12,775 shares in ARCA:DFUV, giving the stock a 0.39% weight in the equity portfolio. Shares traded for an average price of $32.52 during the quarter.
On 01/11/2023, Dimensional US Marketwide Value ETF traded for a price of $34.67 per share and a market cap of $8.36Bil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Dimensional US Marketwide Value ETF has a price-earnings ratio of 12.41 and a price-book ratio of 2.02.
Vanguard Short-Term Government Bond ETF
During the quarter, VERITY Wealth Advisors bought 5,673 shares of NAS:VGSH for a total holding of 11,556. The trade had a 0.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.41.
On 01/11/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.13 per share and a market cap of $18.40Bil. The stock has returned -3.04% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core S&P Small-Cap ETF
The guru established a new position worth 2,314 shares in ARCA:IJR, giving the stock a 0.21% weight in the equity portfolio. Shares traded for an average price of $96.67 during the quarter.
On 01/11/2023, iShares Core S&P Small-Cap ETF traded for a price of $99.39 per share and a market cap of $68.05Bil. The stock has returned -11.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Small-Cap ETF has a price-earnings ratio of 12.35 and a price-book ratio of 1.79.
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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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