Human Investing 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.
525 3RD ST, SUITE 331 LAKE OSWEGO, OR 97034
As of the latest 13F report, the guru’s equity portfolio contained 101 stocks valued at a total of $393.00Mil. The top holdings were
According to GuruFocus data, these were Human Investing LLC’s top five trades of the quarter.
Vanguard Short-Term Bond ETF
Human Investing LLC reduced their investment in ARCA:BSV by 77,599 shares. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.8.
On 01/27/2023, Vanguard Short-Term Bond ETF traded for a price of $76.13 per share and a market cap of $37.57Bil. The stock has returned -3.36% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Short-Term National Muni Bond ETF
Human Investing LLC reduced their investment in ARCA:SUB by 48,103 shares. The trade had a 1.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $103.31.
On 01/27/2023, iShares Short-Term National Muni Bond ETF traded for a price of $105.01 per share and a market cap of $11.33Bil. The stock has returned -0.07% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Tax-Exempt Bond ETF
Human Investing LLC reduced their investment in ARCA:VTEB by 94,449 shares. The trade had a 1.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.69.
On 01/27/2023, Vanguard Tax-Exempt Bond ETF traded for a price of $50.76 per share and a market cap of $25.28Bil. The stock has returned -3.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Total International Bond ETF
Human Investing LLC reduced their investment in NAS:BNDX by 88,299 shares. The trade had a 1.07% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.9.
On 01/27/2023, Vanguard Total International Bond ETF traded for a price of $48.61 per share and a market cap of $47.07Bil. The stock has returned -9.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total International Bond ETF has a price-earnings ratio of 5.38 and a price-book ratio of 1.74.
Vanguard S&P 500 ETF
During the quarter, Human Investing LLC bought 10,677 shares of ARCA:VOO for a total holding of 249,966. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $351.8.
On 01/27/2023, Vanguard S&P 500 ETF traded for a price of $372.82 per share and a market cap of $278.92Bil. The stock has returned -4.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P 500 ETF has a price-earnings ratio of 19.05 and a price-book ratio of 3.57.
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.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
