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Eric Malden

@Shearwater Capital Llc

Latest period2024 - Q4ReportedManaged Assets$147.354MTotal holdings45
Assets growth rate1.64%Assets growth rate (2-Q avg)4.07%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shearwater Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Shearwater Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 147.354M in assets, with a quarterly growth rate of 1.64% and a 2-quarter average growth rate of 4.07%. The portfolio is managed by Eric Malden, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVWIshares Tr
Recent Activity
Decreased -5.29%
0.28%
$401,551
3,955 shares@ $101.53 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -0.62%
0.27%
$384,897
9,506 shares@ $40.49 avg price