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Cassandra Kirby

@Braun-bostich & Associates Inc.

Latest period2024 - Q4ReportedManaged Assets$138.764MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EMBIshares Tr
Recent Activity
Increased 1.5%
1.29%
$1.78M
19,989 shares@ $89.05 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -9.89%
1.19%
$1.637M
7,063 shares@ $231.85 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 87.77%
1.18%
$1.635M
63,297 shares@ $25.84 avg price
USHYIshares Tr
Recent Activity
Increased 0.72%
1.17%
$1.622M
44,093 shares@ $36.79 avg price
SCHHSchwab Strategic Tr
Recent Activity
Increased 0.83%
1.12%
$1.543M
73,288 shares@ $21.06 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -8.3%
1.1%
$1.521M
44,291 shares@ $34.33 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -6.31%
1.1%
$1.519M
34,489 shares@ $44.05 avg price
IUSBIshares Tr
Recent Activity
Decreased -47.77%
1.07%
$1.48M
32,743 shares@ $45.21 avg price
MTUMIshares Tr
Recent Activity
New Position
0.93%
$1.284M
6,204 shares@ $206.93 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 1.96%
0.9%
$1.243M
21,433 shares@ $58.0 avg price