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Christine Gravelle

@Pbmares Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$478.787MTotal holdings199
Assets growth rate17.51%Assets growth rate (2-Q avg)11.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pbmares Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Pbmares Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 478.787M in assets, with a quarterly growth rate of 17.51% and a 2-quarter average growth rate of 11.8%. The portfolio is managed by Christine Gravelle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFUSDimensional Etf Trust
Recent Activity
Increased 182.1%
8.93%
$42.715M
686,734 shares@ $62.2 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -22.5%
7.58%
$36.279M
1.058M shares@ $34.29 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 12.77%
7.09%
$33.914M
854,471 shares@ $39.69 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 79.5%
5.66%
$27.08M
852,115 shares@ $31.79 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 6.19%
4.83%
$23.1M
415,250 shares@ $55.64 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 24.85%
4.35%
$20.796M
481,497 shares@ $43.2 avg price
DFNMDimensional Etf Trust
Recent Activity
Increased 12.96%
4.08%
$19.526M
402,263 shares@ $48.55 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 0.85%
3.56%
$17.028M
447,156 shares@ $38.09 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 30.11%
3.47%
$16.576M
486,517 shares@ $34.07 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.47%
3.35%
$16.019M
384,238 shares@ $41.69 avg price