Aletheian Wealth Advisors 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 82 stocks valued at a total of $116.00Mil. The top holdings were BND(9.87%), ITOT(8.86%), and VEA(8.02%).
According to GuruFocus data, these were Aletheian Wealth Advisors LLC’s top five trades of the quarter.
Vanguard FTSE Developed Markets ETF
Aletheian Wealth Advisors LLC reduced their investment in ARCA:VEA by 35,814 shares. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.64.
On 01/17/2023, Vanguard FTSE Developed Markets ETF traded for a price of $45.2 per share and a market cap of $108.15Bil. The stock has returned -9.25% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Developed Markets ETF has a price-earnings ratio of 12.44 and a price-book ratio of 1.52.
Vanguard FTSE Emerging Markets ETF
Aletheian Wealth Advisors LLC reduced their investment in ARCA:VWO by 15,533 shares. The trade had a 0.66% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.14.
On 01/17/2023, Vanguard FTSE Emerging Markets ETF traded for a price of $41.925 per share and a market cap of $73.85Bil. The stock has returned -13.99% 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 11.36 and a price-book ratio of 1.68.
iShares Core MSCI EAFE ETF
During the quarter, Aletheian Wealth Advisors LLC bought 7,500 shares of BATS:IEFA for a total holding of 51,746. The trade had a 0.45% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.8.
On 01/17/2023, iShares Core MSCI EAFE ETF traded for a price of $66.4102 per share and a market cap of $95.63Bil. The stock has returned -8.98% 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 EAFE ETF has a price-earnings ratio of 12.73 and a price-book ratio of 1.54.
Vanguard Total Bond Market ETF
During the quarter, Aletheian Wealth Advisors LLC bought 5,458 shares of NAS:BND for a total holding of 154,538. The trade had a 0.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.52.
On 01/17/2023, Vanguard Total Bond Market ETF traded for a price of $73.91 per share and a market cap of $87.74Bil. The stock has returned -9.13% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab US Aggregate Bond ETF
The guru sold out of their 8,482-share investment in ARCA:SCHZ. Previously, the stock had a 0.41% weight in the equity portfolio. Shares traded for an average price of $47.4 during the quarter.
On 01/17/2023, Schwab US Aggregate Bond ETF traded for a price of $47.0286 per share and a market cap of $7.06Bil. The stock has returned -8.96% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
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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