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Tyler Dritz

@Lindbrook Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$1.129BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Total Stk Mkt
Recent Activity
Increased 2.15%
11.91%
$134.366M
474,523 shares@ $283.16 avg price
VXUSVanguard Total Intl Stock Idex Etf
Recent Activity
Increased 0.23%
7.08%
$79.854M
1.233M shares@ $64.75 avg price
AAPLApple Inc
Recent Activity
Increased 1.39%
5.46%
$61.587M
264,322 shares@ $233.0 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 0.94%
4.14%
$46.668M
81,337 shares@ $573.77 avg price
MSFTMicrosoft
Recent Activity
Increased 0.49%
2.33%
$26.298M
61,115 shares@ $430.31 avg price
RPARRpar Risk Parity Etf
Recent Activity
Increased 6.9%
2.01%
$22.678M
1.1M shares@ $20.62 avg price
VRTXVertex Pharmaceuticals In
Recent Activity
Increased 36.18%
1.23%
$13.781M
29,632 shares@ $465.09 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 903.7%
1.06%
$11.948M
69,265 shares@ $172.51 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 23.29%
0.89%
$10.035M
21,802 shares@ $460.27 avg price
XBXMXNuveen S&p 500 Buy-write Incom Com
Recent Activity
Increased 45.55%
0.84%
$9.462M
689,638 shares@ $13.72 avg price