test

Ernest J. C'DeBaca

@Foundations Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$4.759BTotal holdings816
Assets growth rate15.5%Assets growth rate (2-Q avg)11.69%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundations Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 816 positions.

Assets under management

The assets under management (AUM) of Foundations Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.759B in assets, with a quarterly growth rate of 15.5% and a 2-quarter average growth rate of 11.69%. The portfolio is managed by Ernest J. C'DeBaca, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -14.54%
0.56%
$26.384M
68,720 shares@ $383.93 avg price
ICFIshares Tr
Recent Activity
Decreased -1.32%
0.54%
$25.506M
386,985 shares@ $65.92 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -34.65%
0.53%
$25.054M
424,500 shares@ $59.02 avg price
IEMGIshares Inc
Recent Activity
Decreased -7.21%
0.46%
$21.555M
375,457 shares@ $57.42 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
Decreased -21.98%
0.43%
$20.268M
168,436 shares@ $120.33 avg price
MGKVanguard World Fd
Recent Activity
Decreased -20.83%
0.41%
$19.496M
60,556 shares@ $321.95 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.08%
0.39%
$18.317M
124,376 shares@ $147.28 avg price
DXJWisdomtree Tr
Recent Activity
Decreased -0.49%
0.28%
$13.238M
124,891 shares@ $106.01 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -6.29%
0.23%
$10.611M
164,262 shares@ $64.6 avg price
PDECInnovator Etfs Trust
Recent Activity
Decreased -0.34%
0.2%
$9.326M
243,424 shares@ $38.31 avg price