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David Childs

@Spartan Planning & Wealth Management

Latest period2024 - Q4ReportedManaged Assets$109.475MTotal holdings71
Assets growth rate16.68%Assets growth rate (2-Q avg)13.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Spartan Planning & Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Spartan Planning & Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 109.475M in assets, with a quarterly growth rate of 16.68% and a 2-quarter average growth rate of 13.32%. The portfolio is managed by David Childs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HEGDListed Fd Tr
Recent Activity
New Position
4.11%
$4.49M
200,468 shares@ $22.4 avg price
USFRWisdomtree Tr
Recent Activity
New Position
1.12%
$1.222M
24,287 shares@ $50.33 avg price
SGOVIshares Tr
Recent Activity
New Position
0.72%
$783,299
7,808 shares@ $100.33 avg price
IEMGIshares Inc
Recent Activity
New Position
0.52%
$560,060
10,725 shares@ $52.23 avg price