test

Jeffery Nauta

@Henrickson Nauta Wealth Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$246.067MTotal holdings82
Assets growth rate-2.3%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Henrickson Nauta Wealth Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Henrickson Nauta Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.067M in assets, with a quarterly growth rate of -2.3% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Jeffery Nauta, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFAXDimensional Etf Trust
Recent Activity
Decreased -0.42%
2.75%
$6.751M
271,561 shares@ $24.86 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 18.94%
2.63%
$6.45M
242,766 shares@ $26.57 avg price
ITWIllinois Tool Wks Inc
Recent Activity
1.86%
$4.567M
18,012 shares@ $253.57 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.98%
1.47%
$3.608M
6,156 shares@ $586.04 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 3%
1.4%
$3.439M
73,364 shares@ $46.88 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 13.37%
0.91%
$2.236M
87,531 shares@ $25.54 avg price
DFIPDimensional Etf Trust
Recent Activity
Increased 24.8%
0.7%
$1.722M
42,530 shares@ $40.5 avg price
IVVIshares Tr
Recent Activity
Decreased -1.84%
0.54%
$1.318M
2,239 shares@ $588.72 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.68%
0.5%
$1.225M
2,907 shares@ $421.52 avg price
ACWIIshares Tr
Recent Activity
0.49%
$1.197M
10,185 shares@ $117.51 avg price