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
SWSmurfit Westrock Plc Shs Recent Activity New Position	0.01%	$15,864 321 shares@ $49.43 avg price	New Position
EFVIshares Msci Eafe Value Etf Recent Activity New Position	0.01%	$14,555 253 shares@ $57.53 avg price	New Position
EMXCIshares Msci Emerging Markets Ex China Etf Recent Activity New Position	0.01%	$14,239 233 shares@ $61.12 avg price	New Position
SSOProshares Ultra S&p 500 Recent Activity New Position	0.01%	$13,526 150 shares@ $90.18 avg price	New Position
BEPCBrookfield Renewable Corp Cl A Sub Vtg Recent Activity New Position	0.01%	$13,423 411 shares@ $32.66 avg price	New Position
VDEVanguard Energy Etf Recent Activity New Position	0.01%	$12,247 100 shares@ $122.47 avg price	New Position
UWMProshares Tr Ultra Russell 2000 Proshares Recent Activity New Position	0.01%	$11,806 275 shares@ $42.94 avg price	New Position
3899⤦Grayscale Bitcoin Mini Trust (btc) Recent Activity New Position	0.01%	$11,418 2,028 shares@ $5.64 avg price	New Position
VHTVanguard Health Care Etf Recent Activity New Position	0.01%	$11,288 40 shares@ $282.2 avg price	New Position
RWXSpdr Dow Jones International Real Estate Etf Recent Activity New Position	0.01%	$11,028 400 shares@ $27.57 avg price	New Position