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Megen Reilly

@Almanack Investment Partners, Llc.

Latest period2024 - Q3ReportedManaged Assets$636.546MTotal holdings180
Assets growth rate5.05%Assets growth rate (2-Q avg)4.11%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Almanack Investment Partners, Llc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Almanack Investment Partners, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 636.546M in assets, with a quarterly growth rate of 5.05% and a 2-quarter average growth rate of 4.11%. The portfolio is managed by Megen Reilly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GDMAEa Series Trust
Recent Activity
Increased 1.76%
18.53%
$117.944M
3.559M shares@ $33.15 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.02%
6.62%
$42.096M
937,330 shares@ $44.92 avg price
SGOVIshares Tr
Recent Activity
Increased 31.75%
4.42%
$28.125M
279,237 shares@ $100.73 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.03%
4.25%
$27.009M
1.286M shares@ $21.02 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -2.67%
4.19%
$26.639M
392,618 shares@ $67.86 avg price
SGOLEtfs Gold Tr
Recent Activity
Increased 21.61%
3.67%
$23.342M
928,849 shares@ $25.13 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.51%
3.26%
$20.727M
39,281 shares@ $527.67 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -3.79%
2.7%
$17.134M
60,510 shares@ $283.17 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 0.66%
2.38%
$15.131M
282,134 shares@ $53.64 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -4.24%
2.35%
$14.945M
224,666 shares@ $66.52 avg price