Litman Gregory Wealth Management LLC 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.
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As of the latest 13F report, the guru’s equity portfolio contained 76 stocks valued at a total of $705.00Mil. The top holdings were IVV(12.82%), VWO(9.97%), and VOO(9.52%).
According to GuruFocus data, these were Litman Gregory Wealth Management LLC’s top five trades of the quarter.
SPDR Portfolio Short Term Corporate Bond ETF
During the quarter, Litman Gregory Wealth Management LLC bought 919,378 shares of ARCA:SPSB for a total holding of 1,870,572. The trade had a 4.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.58.
On 01/18/2023, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.6 per share and a market cap of $7.86Bil. The stock has returned -2.12% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Total Bond Market ETF
Litman Gregory Wealth Management LLC reduced their investment in NAS:BND by 216,624 shares. The trade had a 2.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.52.
On 01/18/2023, Vanguard Total Bond Market ETF traded for a price of $73.87 per share and a market cap of $87.74Bil. The stock has returned -9.12% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core MSCI Emerging Markets ETF
During the quarter, Litman Gregory Wealth Management LLC bought 290,912 shares of ARCA:IEMG for a total holding of 776,665. The trade had a 2.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.93.
On 01/18/2023, iShares Core MSCI Emerging Markets ETF traded for a price of $50.44 per share and a market cap of $70.67Bil. The stock has returned -15.44% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI Emerging Markets ETF has a price-earnings ratio of 10.75 and a price-book ratio of 1.56.
Vanguard FTSE Emerging Markets ETF
Litman Gregory Wealth Management LLC reduced their investment in ARCA:VWO by 310,475 shares. The trade had a 1.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.14.
On 01/18/2023, Vanguard FTSE Emerging Markets ETF traded for a price of $41.92 per share and a market cap of $73.84Bil. The stock has returned -13.94% 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 11.35 and a price-book ratio of 1.69.
iShares Core MSCI International Developed Markets ETF
During the quarter, Litman Gregory Wealth Management LLC bought 216,219 shares of ARCA:IDEV for a total holding of 460,098. The trade had a 1.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $53.79.
On 01/18/2023, iShares Core MSCI International Developed Markets ETF traded for a price of $60.14 per share and a market cap of $9.49Bil. The stock has returned -8.89% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI International Developed Markets ETF has a price-earnings ratio of 12.76 and a price-book ratio of 1.55.
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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