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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
AAPLApple Inc
Recent Activity
Decreased -14.86%
0.4%
$966,365
3,859 shares@ $250.42 avg price
SHYIshares Tr
Recent Activity
Decreased -1.45%
0.32%
$778,724
9,499 shares@ $81.98 avg price
STIPIshares Tr
Recent Activity
Decreased -6.11%
0.29%
$701,385
6,972 shares@ $100.61 avg price
DFSUDimensional Etf Trust
Recent Activity
Decreased -18.35%
0.24%
$573,844
15,141 shares@ $37.91 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Decreased -2.84%
0.2%
$475,876
11,352 shares@ $41.93 avg price
KLACKla Corp
Recent Activity
Decreased -0.28%
0.19%
$445,128
706 shares@ $630.5 avg price
DVYIshares Tr
Recent Activity
Decreased -2.57%
0.16%
$372,763
2,839 shares@ $131.31 avg price
XSDSpdr Ser Tr
Recent Activity
Decreased -0.79%
0.12%
$277,558
1,117 shares@ $248.49 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.06%
0.12%
$272,985
665 shares@ $410.51 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.76%
0.12%
$271,180
1,783 shares@ $152.1 avg price