test

Lejeana Love

@Scarborough Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$618.679MTotal holdings89
Assets growth rate154.37%Assets growth rate (2-Q avg)83.48%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Scarborough Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Scarborough Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 618.679M in assets, with a quarterly growth rate of 154.37% and a 2-quarter average growth rate of 83.48%. The portfolio is managed by Lejeana Love, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHXSchwab Strategic Tr
Recent Activity
New Position
17.26%
$106.75M
1.573M shares@ $67.85 avg price
IGIBIshares Tr
Recent Activity
New Position
5.36%
$33.157M
617,210 shares@ $53.72 avg price
TLTIshares Tr
Recent Activity
New Position
4.98%
$30.807M
314,041 shares@ $98.1 avg price
VOOVanguard Index Fds
Recent Activity
New Position
4.61%
$28.506M
54,023 shares@ $527.67 avg price
EFVIshares Tr
Recent Activity
New Position
2.79%
$17.205M
299,057 shares@ $57.53 avg price
EFGIshares Tr
Recent Activity
New Position
2.38%
$14.724M
136,780 shares@ $107.65 avg price
IVWIshares Tr
Recent Activity
New Position
2.35%
$14.523M
151,673 shares@ $95.75 avg price
VTIVanguard Index Fds
Recent Activity
New Position
2.31%
$14.23M
50,255 shares@ $283.16 avg price
IYWIshares Tr
Recent Activity
New Position
1.62%
$10.017M
66,067 shares@ $151.62 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
1.57%
$9.712M
22,571 shares@ $430.3 avg price