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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
IEFAIshares Tr
Recent Activity
0.17%
$402,423
5,726 shares@ $70.28 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 0.22%
0.16%
$392,955
4,238 shares@ $92.73 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 0.08%
0.16%
$391,844
1,351 shares@ $290.04 avg price
DVYIshares Tr
Recent Activity
Decreased -2.57%
0.16%
$372,763
2,839 shares@ $131.31 avg price
DFSEDimensional Etf Trust
Recent Activity
Increased 4.47%
0.15%
$364,511
11,002 shares@ $33.14 avg price
URAGlobal X Fds
Recent Activity
0.14%
$344,444
12,862 shares@ $26.78 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
New Position
0.14%
$340,509
4,600 shares@ $74.03 avg price
TRVTravelers Companies Inc
Recent Activity
0.14%
$333,385
1,384 shares@ $240.89 avg price
EWLIshares Inc
Recent Activity
0.14%
$329,909
7,178 shares@ $45.97 avg price
GOOGAlphabet Inc
Recent Activity
Increased 6.04%
0.14%
$327,747
1,721 shares@ $190.44 avg price