Eric Malden

@Shearwater Capital Llc

Latest period2024 - Q4

Reported10d ago

Managed Assets$147.354M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHVSchwab Strategic Tr Recent Activity Increased 199.97%	0.18%	$260,491 9,992 shares@ $26.07 avg price	Increased 199.97%
SCHFSchwab Strategic Tr Recent Activity Increased 99.97%	0.17%	$246,560 13,328 shares@ $18.5 avg price	Increased 99.97%