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Ruth Thortvedt

@Dynamic Wealth Strategies, Llc

Latest period2024 - Q3ReportedManaged Assets$122.615MTotal holdings234
Assets growth rate5.38%Assets growth rate (2-Q avg)2.41%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Wealth Strategies, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Dynamic Wealth Strategies, 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 122.615M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Decreased -1.16%
9.6%
$11.77M
67,422 shares@ $174.58 avg price
EFAIshares Tr
Recent Activity
Increased 0.29%
7.48%
$9.169M
109,632 shares@ $83.64 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 1.86%
6.92%
$8.482M
112,933 shares@ $75.11 avg price
IEFIshares Tr
Recent Activity
Increased 6.05%
6.77%
$8.291M
84,501 shares@ $98.12 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.66%
6.6%
$8.081M
120,122 shares@ $67.28 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 3.96%
6.06%
$7.427M
122,916 shares@ $60.43 avg price
IGMIshares Tr
Recent Activity
Decreased -0.79%
5.12%
$6.274M
65,396 shares@ $95.94 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -0.4%
3.95%
$4.833M
159,621 shares@ $30.28 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.71%
3.68%
$4.508M
54,354 shares@ $82.94 avg price
EMXCIshares Inc
Recent Activity
Increased 0.71%
2.91%
$3.559M
58,242 shares@ $61.11 avg price