RIVERSEDGE 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 66 stocks valued at a total of $309.00Mil. The top holdings were VEA(14.73%), SCHX(10.85%), and SPYG(6.53%).
According to GuruFocus data, these were RIVERSEDGE ADVISORS, LLC’s top five trades of the quarter.
Vanguard FTSE Developed Markets ETF
During the quarter, RIVERSEDGE ADVISORS, LLC bought 136,758 shares of ARCA:VEA for a total holding of 1,083,557. The trade had a 1.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.11.
On 01/21/2023, Vanguard FTSE Developed Markets ETF traded for a price of $45.36 per share and a market cap of $108.54Bil. The stock has returned -6.84% 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 12.03 and a price-book ratio of 1.45.
Vanguard FTSE Emerging Markets ETF
During the quarter, RIVERSEDGE ADVISORS, LLC bought 133,930 shares of ARCA:VWO for a total holding of 426,704. The trade had a 1.69% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.6.
On 01/21/2023, Vanguard FTSE Emerging Markets ETF traded for a price of $42.49 per share and a market cap of $74.84Bil. The stock has returned -12.36% 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 11.22 and a price-book ratio of 1.65.
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
During the quarter, RIVERSEDGE ADVISORS, LLC bought 69,080 shares of ARCA:HYMB for a total holding of 221,174. The trade had a 1.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $24.21.
On 01/21/2023, SPDR Nuveen Bloomberg High Yield Municipal Bond ETF traded for a price of $25.53 per share and a market cap of $2.22Bil. The stock has returned -10.67% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab International Equity ETF
RIVERSEDGE ADVISORS, LLC reduced their investment in ARCA:SCHF by 93,820 shares. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $30.8.
On 01/21/2023, Schwab International Equity ETF traded for a price of $34.84 per share and a market cap of $30.66Bil. The stock has returned -6.47% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab International Equity ETF has a price-earnings ratio of 12.76 and a price-book ratio of 1.53.
SPDR Portfolio Emerging Markets ETF
RIVERSEDGE ADVISORS, LLC reduced their investment in ARCA:SPEM by 74,599 shares. The trade had a 0.84% impact on the equity portfolio. During the quarter, the stock traded for an average price of $31.85.
On 01/21/2023, SPDR Portfolio Emerging Markets ETF traded for a price of $35.87 per share and a market cap of $6.94Bil. The stock has returned -12.34% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio Emerging Markets ETF has a price-earnings ratio of 11.22 and a price-book ratio of 1.65.
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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