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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
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
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
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 11.42%
1.81%
$2.341M
36,205 shares@ $64.67 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 47.49%
1.06%
$1.372M
28,209 shares@ $48.65 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 211.42%
0.77%
$994,486
21,195 shares@ $46.93 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 0.04%
0.54%
$693,165
2,731 shares@ $253.82 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 25.06%
0.49%
$622,682
19,718 shares@ $31.58 avg price