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Jennifer Scott

@Scott Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$347.894MTotal holdings48
Assets growth rate-1.33%Assets growth rate (2-Q avg)1.42%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Scott Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Scott Capital Advisors, Llc 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 347.894M in assets, with a quarterly growth rate of -1.33% and a 2-quarter average growth rate of 1.42%. The portfolio is managed by Jennifer Scott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHDSchwab Strategic Tr
Recent Activity
Increased 203.27%
13.24%
$46.034M
1.686M shares@ $27.31 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 4.59%
6.6%
$22.948M
311,032 shares@ $73.79 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 5.95%
4.84%
$16.838M
370,138 shares@ $45.49 avg price
DGROIshares Tr
Recent Activity
Increased 5.27%
4.47%
$15.528M
254,804 shares@ $60.94 avg price
VOVanguard Index Fds
Recent Activity
Increased 1.43%
3.7%
$12.872M
48,737 shares@ $264.11 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 0.25%
3.45%
$12.002M
237,997 shares@ $50.43 avg price
VOEVanguard Index Fds
Recent Activity
Increased 1%
2.75%
$9.55M
59,437 shares@ $160.68 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 13.64%
0.97%
$3.346M
70,596 shares@ $47.4 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 3.67%
0.8%
$2.768M
48,337 shares@ $57.27 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 303.9%
0.71%
$2.455M
88,864 shares@ $27.63 avg price