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Sarah Schmidt

@Scissortail Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$413,295.696Total holdings125
Assets growth rate-99.89%Assets growth rate (2-Q avg)-48.1%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Scissortail Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Scissortail Wealth Management, 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 - Q3, they manage 413,295.696 in assets, with a quarterly growth rate of -99.89% and a 2-quarter average growth rate of -48.1%. The portfolio is managed by Sarah Schmidt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
New Position
2.16%
$8,918.689
820 shares@ $10.88 avg price
WMTWalmart Inc
Recent Activity
Decreased -99.61%
2.01%
$8,277.36
404 shares@ $20.49 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -97.52%
1.83%
$7,558.121
429 shares@ $17.62 avg price
IBDPIshares Tr
Recent Activity
Decreased -99.83%
1.83%
$7,535.654
426 shares@ $17.69 avg price
IBHEIshares Tr
Recent Activity
Decreased -99.85%
1.82%
$7,504.844
426 shares@ $17.62 avg price
COPConocophillips
Recent Activity
Decreased -99.97%
1.79%
$7,375.405
19 shares@ $388.18 avg price
IBTIIshares Tr
Recent Activity
Decreased -99.85%
1.76%
$7,268.797
422 shares@ $17.23 avg price
IBDQIshares Tr
Recent Activity
Decreased -99.83%
1.75%
$7,215.355
418 shares@ $17.27 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -91.06%
1.61%
$6,633.316
391 shares@ $16.97 avg price
PSXPhillips 66
Recent Activity
Decreased -99.95%
1.54%
$6,356.491
20 shares@ $317.83 avg price