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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BSJPInvesco Exch Trd Slf Idx Fd
| 0.31% | $8.704M 377,301 shares@ $23.07 avg price | Increased 10.34% |
IJHIshares Tr
| 0.29% | $7.981M 128,083 shares@ $62.32 avg price | Increased 0.05% |
VTIVanguard Index Fds
| 0.28% | $7.725M 26,653 shares@ $289.82 avg price | Increased 3.54% |
JPSTJ P Morgan Exchange Traded F
| 0.27% | $7.568M 150,256 shares@ $50.38 avg price | Increased 43.64% |
SHYGIshares Tr
| 0.26% | $7.033M 165,062 shares@ $42.62 avg price | Increased 11.27% |
BSJQInvesco Exch Trd Slf Idx Fd
| 0.25% | $6.95M 298,590 shares@ $23.28 avg price | Increased 13.04% |
TSLATesla Inc
| 0.24% | $6.611M 16,369 shares@ $403.86 avg price | Increased 9.25% |
DFISDimensional Etf Trust
| 0.2% | $5.571M 226,886 shares@ $24.56 avg price | Increased 4.29% |
DEDeere & Co
| 0.2% | $5.525M 13,040 shares@ $423.73 avg price | Increased 2.24% |
DFAEDimensional Etf Trust
| 0.19% | $5.216M 205,604 shares@ $25.38 avg price | Increased 3.08% |