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Cortney Cost

@Kraft Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$129.468MTotal holdings52
Assets growth rate1.37%Assets growth rate (2-Q avg)4.37%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kraft Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Kraft Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 129.468M in assets, with a quarterly growth rate of 1.37% and a 2-quarter average growth rate of 4.37%. The portfolio is managed by Cortney Cost, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFATDimensional Etf Trust
Recent Activity
Decreased -1.3%
20.55%
$26.593M
466,135 shares@ $57.05 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -8.03%
16.89%
$21.863M
621,110 shares@ $35.2 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -2.86%
10.14%
$13.123M
311,790 shares@ $42.1 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 0.14%
8.79%
$11.368M
315,244 shares@ $36.06 avg price
BSVOEa Series Trust
Recent Activity
Increased 2.12%
5.44%
$7.036M
319,404 shares@ $22.03 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -1.29%
5.4%
$6.981M
107,962 shares@ $64.67 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 23.67%
4.67%
$6.037M
104,290 shares@ $57.9 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 1.04%
3.33%
$4.3M
64,544 shares@ $66.63 avg price
ITOTIshares Tr
Recent Activity
Increased 0.01%
3.23%
$4.174M
32,010 shares@ $130.39 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -11.77%
1.91%
$2.461M
99,048 shares@ $24.86 avg price