Tyler Dritz

@Lindbrook Capital, Llc

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$1.129B

Total holdings2831

Assets growth rate6.04%

Assets growth rate (2-Q avg)2.83%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindbrook Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Lindbrook Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.129B in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Tyler Dritz, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$1.091M 1,386 shares@ $787.33 avg price	Exited
LRCXLam Research Corp Com Recent Activity Exited	0%	$990,311 930 shares@ $1064.86 avg price	Exited
NUSCNuveen Esg Small-cap Etf Recent Activity Exited	0%	$323,217 8,216 shares@ $39.34 avg price	Exited
VOEVanguard Index Fds Mid-cap Value Index Viper Shs Etf Recent Activity Exited	0%	$248,210 1,650 shares@ $150.44 avg price	Exited
NUMVNuveen Esg Mid-cap Value Etf Recent Activity Exited	0%	$181,665 5,500 shares@ $33.03 avg price	Exited
NUEMNuveen Esg Emerging Markets Equity Etf Recent Activity Exited	0%	$178,356 6,221 shares@ $28.67 avg price	Exited
DFSBDimensional Global Sustainability Fixed Income Etf Recent Activity Exited	0%	$139,707 2,734 shares@ $51.1 avg price	Exited
DISVDimensional International Small Cap Value Etf Recent Activity Exited	0%	$131,888 4,902 shares@ $26.91 avg price	Exited
SMCISuper Micro Computer Inc Com Recent Activity Exited	0%	$126,180 154 shares@ $819.36 avg price	Exited
RAAXVaneck Inflation Allocation Etf Recent Activity Exited	0%	$108,435 3,980 shares@ $27.25 avg price	Exited