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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
VTIVanguard Index Fds
Recent Activity
Decreased -99.74%
9.37%
$38,722.997
445 shares@ $87.02 avg price
IVWIshares Tr
Recent Activity
Decreased -99.43%
4.56%
$18,813.152
814 shares@ $23.12 avg price
IBTEIshares Tr
Recent Activity
Decreased -99.91%
4.44%
$18,327.368
563 shares@ $32.56 avg price
IVVIshares Tr
Recent Activity
Decreased -98.6%
3.62%
$14,923.894
431 shares@ $34.63 avg price
QUALIshares Tr
Recent Activity
Decreased -98.56%
3.18%
$13,121.711
842 shares@ $15.59 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -99.78%
3.04%
$12,554.366
438 shares@ $28.67 avg price
AAPLApple Inc
Recent Activity
Decreased -99.18%
3.04%
$12,532.701
438 shares@ $28.62 avg price
IBTFIshares Tr
Recent Activity
Decreased -99.87%
2.6%
$10,724.608
510 shares@ $21.03 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -99.61%
2.39%
$9,849.71
809 shares@ $12.18 avg price
IVEIshares Tr
Recent Activity
Decreased -98.3%
2.23%
$9,190.069
810 shares@ $11.35 avg price