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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
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
VGITVanguard Scottsdale Fds
Recent Activity
Increased 3.96%
6.06%
$7.427M
122,916 shares@ $60.43 avg price
EMXCIshares Inc
Recent Activity
Increased 0.71%
2.91%
$3.559M
58,242 shares@ $61.11 avg price
EFVIshares Tr
Recent Activity
Increased 1.86%
2.48%
$3.033M
52,722 shares@ $57.53 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 0.94%
2.23%
$2.734M
81,098 shares@ $33.72 avg price
EMBIshares Tr
Recent Activity
Increased 0.36%
1.83%
$2.233M
23,863 shares@ $93.58 avg price
PFFIshares Tr
Recent Activity
Increased 4.35%
1.49%
$1.822M
54,815 shares@ $33.24 avg price
COPXGlobal X Fds
Recent Activity
Increased 3.36%
0.92%
$1.119M
23,664 shares@ $47.29 avg price