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Clint Dunn

@Beaird Harris Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.145BTotal holdings511
Assets growth rate7.76%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 511 positions.

Assets under management

The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.145B in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -12.81%
1.03%
$11.735M
93,167 shares@ $125.97 avg price
IVVIshares Tr
Recent Activity
Increased 2.53%
0.97%
$11.02M
19,105 shares@ $576.82 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -1.49%
0.79%
$8.975M
142,462 shares@ $63.0 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -3.5%
0.68%
$7.724M
281,790 shares@ $27.42 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
Increased 135.69%
0.65%
$7.333M
211,994 shares@ $34.6 avg price
AVIVAmerican Centy Etf Tr
Recent Activity
Decreased -0.46%
0.64%
$7.237M
128,919 shares@ $56.14 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
Decreased -0.74%
0.6%
$6.799M
125,864 shares@ $54.03 avg price
TSLATesla Inc
Recent Activity
Increased 1089.78%
0.6%
$6.789M
25,949 shares@ $261.64 avg price
VTIVanguard Index Fds
Recent Activity
Increased 13.37%
0.59%
$6.679M
23,589 shares@ $283.16 avg price
SCMBSchwab Strategic Tr
Recent Activity
0.56%
$6.308M
120,091 shares@ $52.54 avg price