Dena Soule

@Integrated Investment Consultants, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$498.78M

Total holdings360

Assets growth rate8.6%

Assets growth rate (2-Q avg)17.5%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrated Investment Consultants, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Integrated Investment Consultants, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 498.78M in assets, with a quarterly growth rate of 8.6% and a 2-quarter average growth rate of 17.5%. The portfolio is managed by Dena Soule, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHDSchwab Us Dividend Equity Etf Recent Activity Increased 208.67%	3.08%	$15.354M 561,993 shares@ $27.33 avg price	Increased 208.67%
IEFAIshares Core Msci Eafe Etf Recent Activity Increased 1.07%	2.4%	$11.959M 193,968 shares@ $61.66 avg price	Increased 1.07%
MSFTMicrosoft Corp Com Recent Activity Increased 16.61%	2.3%	$11.438M 27,137 shares@ $421.51 avg price	Increased 16.61%
VONGVanguard Russell 1000 Growth Etf Recent Activity Increased 2.52%	2.17%	$10.793M 104,486 shares@ $103.3 avg price	Increased 2.52%
NEARIshares Short Duration Bond Active Etf Recent Activity Increased 75.19%	1.78%	$8.833M 174,905 shares@ $50.51 avg price	Increased 75.19%
VEAVanguard Ftse Developed Markets Etf Recent Activity Increased 0.15%	1.74%	$8.631M 180,498 shares@ $47.82 avg price	Increased 0.15%
IMCGIshares Morningstar Mid-cap Growth Etf Recent Activity Increased 0.89%	1.68%	$8.368M 113,762 shares@ $73.57 avg price	Increased 0.89%
METAMeta Platforms Inc Cl A Recent Activity Increased 0.01%	1.59%	$7.93M 4.133M shares@ $1.92 avg price	Increased 0.01%
SCHGSchwab U.s. Large-cap Growth Etf Recent Activity Increased 296.75%	1.54%	$7.657M 274,756 shares@ $27.88 avg price	Increased 296.75%
SPEMSpdr Portfolio Emerging Markets Etf Recent Activity Increased 16.5%	1.29%	$6.432M 189,758 shares@ $33.9 avg price	Increased 16.5%