test

Michael C Loch

@Grant Street Asset Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$341.441MTotal holdings75
Assets growth rate7.09%Assets growth rate (2-Q avg)5.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Grant Street Asset Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Grant Street Asset Management, Inc. 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 341.441M in assets, with a quarterly growth rate of 7.09% and a 2-quarter average growth rate of 5.34%. The portfolio is managed by Michael C Loch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 0.57%
0.7%
$2.376M
5,521 shares@ $430.31 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 4.16%
0.59%
$1.987M
48,334 shares@ $41.12 avg price
IWFIshares Tr
Recent Activity
Increased 25.32%
0.49%
$1.652M
4,401 shares@ $375.42 avg price
VHTVanguard World Fd
Recent Activity
Increased 0.44%
0.45%
$1.504M
5,330 shares@ $282.21 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Increased 57.04%
0.34%
$1.135M
10,490 shares@ $108.18 avg price
VXFVanguard Index Fds
Recent Activity
Increased 0.51%
0.34%
$1.133M
6,226 shares@ $181.98 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.27%
0.34%
$1.13M
5,358 shares@ $210.87 avg price
IEFAIshares Tr
Recent Activity
Increased 2.72%
0.28%
$929,769
11,912 shares@ $78.06 avg price
GDOCGoldman Sachs Etf Tr
Recent Activity
Increased 8.61%
0.27%
$898,045
25,013 shares@ $35.91 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 30.86%
0.21%
$707,799
1,234 shares@ $573.59 avg price