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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -10.69%
0.24%
$2.707M
4,718 shares@ $573.78 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.44%
0.18%
$2.024M
10,078 shares@ $200.79 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.61%
0.17%
$1.941M
11,120 shares@ $174.58 avg price
VLUEIshares Tr
Recent Activity
Decreased -4.22%
0.17%
$1.899M
17,412 shares@ $109.04 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.58%
0.16%
$1.812M
52,838 shares@ $34.29 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.6%
0.12%
$1.328M
22,493 shares@ $59.03 avg price
DLSWisdomtree Tr
Recent Activity
Decreased -5.34%
0.11%
$1.186M
17,175 shares@ $69.05 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -16.1%
0.09%
$936,344
4,533 shares@ $206.57 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -5.23%
0.07%
$763,558
18,569 shares@ $41.13 avg price
IWFIshares Tr
Recent Activity
Decreased -2.69%
0.07%
$758,285
2,020 shares@ $375.39 avg price