Global Strategic Investment Solutions, 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 124 stocks valued at a total of $1.50Bil. The top holdings were SCHF(22.44%), IEFA(17.97%), and GNR(9.58%).
According to GuruFocus data, these were Global Strategic Investment Solutions, LLC’s top five trades of the quarter.
Schwab International Equity ETF
Global Strategic Investment Solutions, LLC reduced their investment in ARCA:SCHF by 10,369,668 shares. The trade had a 14.03% 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.
iShares Core MSCI EAFE ETF
Global Strategic Investment Solutions, LLC reduced their investment in BATS:IEFA by 3,016,264 shares. The trade had a 7.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.61.
On 01/21/2023, iShares Core MSCI EAFE ETF traded for a price of $66.61 per share and a market cap of $95.99Bil. The stock has returned -6.51% 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 12.79 and a price-book ratio of 1.53.
SPDR S&P Global Natural Resources ETF
Global Strategic Investment Solutions, LLC reduced their investment in ARCA:GNR by 2,482,054 shares. The trade had a 5.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $55.19.
On 01/21/2023, SPDR S&P Global Natural Resources ETF traded for a price of $60.83 per share and a market cap of $3.84Bil. The stock has returned 10.78% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR S&P Global Natural Resources ETF has a price-earnings ratio of 7.51 and a price-book ratio of 760.41.
iShares Core MSCI International Developed Markets ETF
Global Strategic Investment Solutions, LLC reduced their investment in ARCA:IDEV by 1,410,239 shares. The trade had a 3.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $53.49.
On 01/21/2023, iShares Core MSCI International Developed Markets ETF traded for a price of $60.41 per share and a market cap of $9.53Bil. The stock has returned -6.54% 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 12.81 and a price-book ratio of 1.55.
Schwab U.S. Large-Cap Growth ETF
Global Strategic Investment Solutions, LLC reduced their investment in ARCA:SCHG by 847,725 shares. The trade had a 2.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.44.
On 01/21/2023, Schwab U.S. Large-Cap Growth ETF traded for a price of $58.82 per share and a market cap of $14.40Bil. The stock has returned -19.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab U.S. Large-Cap Growth ETF has a price-earnings ratio of 27.73 and a price-book ratio of 6.93.
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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