test

Lon Gerber

@Columbus Macro, Llc

Latest period2024 - Q3ReportedManaged Assets$274.711MTotal holdings180
Assets growth rate6.2%Assets growth rate (2-Q avg)2.15%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Columbus Macro, 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 Columbus Macro, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 274.711M in assets, with a quarterly growth rate of 6.2% and a 2-quarter average growth rate of 2.15%. The portfolio is managed by Lon Gerber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 1.12%
4.92%
$13.496M
23,271 shares@ $579.94 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 16.96%
3.66%
$10.053M
257,525 shares@ $39.04 avg price
SCHJSchwab Strategic Tr
Recent Activity
Increased 29.06%
2.66%
$7.306M
192,677 shares@ $37.92 avg price
VOOVanguard Index Fds
Recent Activity
2.62%
$7.191M
13,628 shares@ $527.68 avg price
HDEFDbx Etf Tr
Recent Activity
Decreased -2.81%
2.45%
$6.721M
251,119 shares@ $26.77 avg price
STIPIshares Tr
Recent Activity
Decreased -5.78%
2.41%
$6.602M
65,199 shares@ $101.26 avg price
IEMGIshares Inc
Recent Activity
Decreased -10.48%
1.66%
$4.537M
78,862 shares@ $57.54 avg price
MBBIshares Tr
Recent Activity
Increased 17.71%
1.61%
$4.409M
46,407 shares@ $95.0 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.85%
1.56%
$4.282M
89,495 shares@ $47.86 avg price
IUSVIshares Tr
Recent Activity
Decreased -3.57%
1.52%
$4.153M
43,329 shares@ $95.84 avg price