Sarah Schmidt

@Scissortail Wealth Management, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$413,295.696

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CATCaterpillar Inc Recent Activity New Position	0.06%	$208.858 7 shares@ $29.84 avg price	New Position
ADPAutomatic Data Processing In Recent Activity New Position	0.06%	$206.994 3 shares@ $69.0 avg price	New Position