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Janine Osterink

@Advisory Alpha, Llc

Latest period2024 - Q4ReportedManaged Assets$2.809BTotal holdings437
Assets growth rate-0.2%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisory Alpha, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 437 positions.

Assets under management

The assets under management (AUM) of Advisory Alpha, Llc 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 2.809B in assets, with a quarterly growth rate of -0.2% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Janine Osterink, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ICVTIshares Tr
Recent Activity
Decreased -3.48%
1.35%
$37.675M
443,338 shares@ $84.99 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Decreased -0.14%
1.32%
$36.935M
493,859 shares@ $74.79 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -2.28%
1.15%
$32.062M
788,274 shares@ $40.68 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 5.47%
1.07%
$29.962M
739,980 shares@ $40.5 avg price
AAPLApple Inc
Recent Activity
Increased 4.77%
1.07%
$29.796M
118,983 shares@ $250.43 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 0.53%
1.05%
$29.348M
373,335 shares@ $78.62 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.71%
0.98%
$27.255M
139,177 shares@ $195.84 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 1.92%
0.93%
$25.914M
989,377 shares@ $26.2 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 91.46%
0.91%
$25.336M
980,880 shares@ $25.84 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -0.79%
0.87%
$24.173M
382,726 shares@ $63.17 avg price