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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
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 11.42%
1.81%
$2.341M
36,205 shares@ $64.67 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.02%
1.5%
$1.932M
9,541 shares@ $202.47 avg price
IDEVIshares Tr
Recent Activity
Decreased -4.52%
1.5%
$1.931M
29,800 shares@ $64.81 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
VTIVanguard Index Fds
Recent Activity
New Position
0.72%
$926,840
3,156 shares@ $293.68 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
0.67%
$860,670
17,286 shares@ $49.8 avg price
IJRIshares Tr
Recent Activity
0.64%
$825,296
7,052 shares@ $117.04 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.62%
$793,732
1,339 shares@ $592.78 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Decreased -12.78%
0.61%
$787,104
20,146 shares@ $39.07 avg price