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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
VOOVanguard Index Fds
Recent Activity
Increased 0.78%
9.74%
$13.504M
25,063 shares@ $538.82 avg price
TLTIshares Tr
Recent Activity
Decreased -7.16%
6.04%
$8.371M
95,855 shares@ $87.33 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -2.97%
4.66%
$6.458M
126,017 shares@ $51.25 avg price
QUALIshares Tr
Recent Activity
Decreased -0.62%
4.6%
$6.378M
35,813 shares@ $178.08 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -4.19%
4.45%
$6.164M
70,128 shares@ $87.9 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 0.97%
3.18%
$4.399M
89,693 shares@ $49.06 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 1.82%
3.09%
$4.282M
53,347 shares@ $80.28 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 4.7%
2.96%
$4.101M
84,257 shares@ $48.67 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 5.36%
2.77%
$3.843M
73,869 shares@ $52.02 avg price
EFGIshares Tr
Recent Activity
Increased 15.29%
2.65%
$3.668M
37,876 shares@ $96.83 avg price