Shore Point 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 47 stocks valued at a total of $122.00Mil. The top holdings were VTV(11.46%), SCZ(10.54%), and EES(8.22%).
According to GuruFocus data, these were Shore Point Advisors, LLC’s top five trades of the quarter.
Fidelity Total Bond ETF
The guru established a new position worth 47,801 shares in ARCA:FBND, giving the stock a 1.77% weight in the equity portfolio. Shares traded for an average price of $44.58 during the quarter.
On 01/19/2023, Fidelity Total Bond ETF traded for a price of $46.64 per share and a market cap of $2.91Bil. The stock has returned -7.50% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Fidelity Total Bond ETF has a price-earnings ratio of 8.68 and a price-book ratio of 2.85.
Vanguard Total International Bond ETF
The guru established a new position worth 34,898 shares in NAS:BNDX, giving the stock a 1.36% weight in the equity portfolio. Shares traded for an average price of $47.9 during the quarter.
On 01/19/2023, Vanguard Total International Bond ETF traded for a price of $48.945 per share and a market cap of $46.06Bil. The stock has returned -8.87% 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 5.40 and a price-book ratio of 1.75.
Schwab Fundamental International Small Company Index ETF
During the quarter, Shore Point Advisors, LLC bought 48,997 shares of ARCA:FNDC for a total holding of 62,293. The trade had a 1.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.42.
On 01/19/2023, Schwab Fundamental International Small Company Index ETF traded for a price of $33.06 per share and a market cap of $2.85Bil. The stock has returned -9.07% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab Fundamental International Small Company Index ETF has a price-earnings ratio of 9.72 and a price-book ratio of 0.94.
Avantis Emerging Markets Equity ETF
The guru established a new position worth 24,385 shares in ARCA:AVEM, giving the stock a 1.01% weight in the equity portfolio. Shares traded for an average price of $48.23 during the quarter.
On 01/19/2023, Avantis Emerging Markets Equity ETF traded for a price of $54.685 per share and a market cap of $2.69Bil. 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, Avantis Emerging Markets Equity ETF has a price-earnings ratio of 8.69 and a price-book ratio of 1.25.
Vanguard International Dividend Appreciation ETF
The guru established a new position worth 17,589 shares in NAS:VIGI, giving the stock a 1.01% weight in the equity portfolio. Shares traded for an average price of $67.05 during the quarter.
On 01/19/2023, Vanguard International Dividend Appreciation ETF traded for a price of $73.81999999999999 per share and a market cap of $4.39Bil. The stock has returned -7.94% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard International Dividend Appreciation ETF has a price-earnings ratio of 18.42 and a price-book ratio of 2.84.
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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