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DALE R HAJOST

@Builder Investment Group Inc Adv

Latest period2024 - Q4ReportedManaged Assets$368.297MTotal holdings100
Assets growth rate-1.09%Assets growth rate (2-Q avg)0.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Builder Investment Group Inc Adv's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Builder Investment Group Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 368.297M in assets, with a quarterly growth rate of -1.09% and a 2-quarter average growth rate of 0.25%. The portfolio is managed by DALE R HAJOST, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFCFDimensional Etf Trust
Recent Activity
Increased 9.94%
0.23%
$836,212
20,262 shares@ $41.27 avg price
WMTWalmart Inc
Recent Activity
0.23%
$818,648
9,061 shares@ $90.35 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.07%
0.23%
$815,152
8,194 shares@ $99.49 avg price
PGProcter And Gamble Co
Recent Activity
0.22%
$782,087
4,665 shares@ $167.65 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -3.97%
0.22%
$774,705
3,139 shares@ $246.8 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 200.39%
0.2%
$711,075
26,028 shares@ $27.32 avg price
IWFIshares Tr
Recent Activity
0.2%
$704,773
1,755 shares@ $401.59 avg price
TSLATesla Inc
Recent Activity
0.19%
$689,759
1,708 shares@ $403.85 avg price
GOOGLAlphabet Inc
Recent Activity
0.18%
$662,929
3,502 shares@ $189.31 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 198.03%
0.18%
$646,746
28,491 shares@ $22.71 avg price