Cassandra Kirby

@Braun-bostich & Associates Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$138.764M

Total holdings108

Assets growth rate-3.27%

Assets growth rate (2-Q avg)1.69%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Braun-bostich & Associates Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Braun-bostich & Associates Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 138.764M in assets, with a quarterly growth rate of -3.27% and a 2-quarter average growth rate of 1.69%. The portfolio is managed by Cassandra Kirby, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EMBIshares Tr Recent Activity Increased 1.5%	1.29%	$1.78M 19,989 shares@ $89.05 avg price	Increased 1.5%
SCHPSchwab Strategic Tr Recent Activity Increased 87.77%	1.18%	$1.635M 63,297 shares@ $25.84 avg price	Increased 87.77%
USHYIshares Tr Recent Activity Increased 0.72%	1.17%	$1.622M 44,093 shares@ $36.79 avg price	Increased 0.72%
SCHHSchwab Strategic Tr Recent Activity Increased 0.83%	1.12%	$1.543M 73,288 shares@ $21.06 avg price	Increased 0.83%
VGITVanguard Scottsdale Fds Recent Activity Increased 1.96%	0.9%	$1.243M 21,433 shares@ $58.0 avg price	Increased 1.96%
AMZNAmazon Com Inc Recent Activity Increased 0.63%	0.89%	$1.227M 5,592 shares@ $219.4 avg price	Increased 0.63%
VEAVanguard Tax-managed Fds Recent Activity Increased 2.32%	0.8%	$1.098M 22,954 shares@ $47.82 avg price	Increased 2.32%
TLHIshares Tr Recent Activity Increased 10.78%	0.61%	$838,824 8,427 shares@ $99.55 avg price	Increased 10.78%
VONGVanguard Scottsdale Fds Recent Activity Increased 0.26%	0.56%	$774,337 7,496 shares@ $103.31 avg price	Increased 0.26%
VGSHVanguard Scottsdale Fds Recent Activity Increased 0.75%	0.51%	$700,894 12,047 shares@ $58.18 avg price	Increased 0.75%