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Barbara Olson

@Baker Tilly Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$254.996MTotal holdings237
Assets growth rate12.85%Assets growth rate (2-Q avg)2.64%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Baker Tilly Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Baker Tilly Wealth Management, 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 - Q4, they manage 254.996M in assets, with a quarterly growth rate of 12.85% and a 2-quarter average growth rate of 2.64%. The portfolio is managed by Barbara Olson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
New Position
2.35%
$5.979M
35,318 shares@ $169.3 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
1.02%
$2.583M
13,188 shares@ $195.84 avg price
DFACDimensional Etf Trust
Recent Activity
New Position
0.34%
$842,751
24,364 shares@ $34.6 avg price
CWISpdr Index Shs Fds
Recent Activity
New Position
0.28%
$713,616
25,541 shares@ $27.95 avg price
MUBIshares Tr
Recent Activity
New Position
0.22%
$549,691
5,159 shares@ $106.55 avg price
EFAIshares Tr
Recent Activity
New Position
0.22%
$544,090
7,196 shares@ $75.62 avg price
IVWIshares Tr
Recent Activity
New Position
0.18%
$436,173
4,296 shares@ $101.54 avg price
IEFAIshares Tr
Recent Activity
New Position
0.17%
$424,402
6,039 shares@ $70.28 avg price
DFAXDimensional Etf Trust
Recent Activity
New Position
0.16%
$405,189
16,299 shares@ $24.86 avg price
SGOVIshares Tr
Recent Activity
New Position
0.12%
$299,958
2,990 shares@ $100.33 avg price