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Joseph L VanDam

@All Terrain Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$272.828MTotal holdings91
Assets growth rate8.17%Assets growth rate (2-Q avg)3.66%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in All Terrain Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of All Terrain Financial Advisors, 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 272.828M in assets, with a quarterly growth rate of 8.17% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Joseph L VanDam, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -9.43%
0.14%
$359,020
4,444 shares@ $80.79 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -13.04%
0.1%
$258,899
2,820 shares@ $91.81 avg price
TIPIshares Tr
Recent Activity
Decreased -7.58%
0.1%
$248,999
2,254 shares@ $110.47 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -5.19%
0.08%
$210,394
548 shares@ $383.94 avg price