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Angela J. Martin

@Stephens Group Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.201BTotal holdings34
Assets growth rate0.32%Assets growth rate (2-Q avg)4.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Stephens Group Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Stephens Group Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.201B in assets, with a quarterly growth rate of 0.32% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Angela J. Martin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEMGIshares Inc
Recent Activity
Increased 0.28%
0.83%
$9.931M
190,185 shares@ $52.23 avg price
IEFAIshares Tr
Recent Activity
Increased 0.02%
0.67%
$7.967M
113,358 shares@ $70.28 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 992.74%
0.21%
$2.432M
100,105 shares@ $24.29 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 202.24%
0.09%
$997,836
12,431 shares@ $80.27 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 0.14%
0.08%
$958,392
16,524 shares@ $58.0 avg price
FLOTIshares Tr
Recent Activity
Increased 5.38%
0.08%
$952,016
18,711 shares@ $50.89 avg price
SHYIshares Tr
Recent Activity
Increased 173.74%
0.07%
$787,008
9,600 shares@ $81.98 avg price
SCHJSchwab Strategic Tr
Recent Activity
Increased 341.96%
0.06%
$675,236
27,702 shares@ $24.38 avg price
IEFIshares Tr
Recent Activity
Increased 0.34%
0.06%
$630,786
6,823 shares@ $92.45 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 0.09%
0.04%
$463,547
15,524 shares@ $29.87 avg price