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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
EFAIshares Tr
Recent Activity
0.45%
$1.106M
14,632 shares@ $75.62 avg price
IVWIshares Tr
Recent Activity
0.45%
$1.106M
10,896 shares@ $101.54 avg price
IVEIshares Tr
Recent Activity
0.43%
$1.058M
5,543 shares@ $190.89 avg price
AAPLApple Inc
Recent Activity
Decreased -14.86%
0.4%
$966,365
3,859 shares@ $250.42 avg price
IWBIshares Tr
Recent Activity
0.39%
$952,627
2,957 shares@ $322.16 avg price
AVSDAmerican Centy Etf Tr
Recent Activity
0.39%
$947,117
17,010 shares@ $55.69 avg price
DFSIDimensional Etf Trust
Recent Activity
Increased 15.92%
0.38%
$912,216
27,769 shares@ $32.86 avg price
IJRIshares Tr
Recent Activity
0.35%
$837,073
7,265 shares@ $115.22 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.34%
$823,760
3,436 shares@ $239.75 avg price
SHYIshares Tr
Recent Activity
Decreased -1.45%
0.32%
$778,724
9,499 shares@ $81.98 avg price