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Jay Richards

@Investment Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$298.628MTotal holdings168
Assets growth rate3.62%Assets growth rate (2-Q avg)7.5%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Investment Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.628M in assets, with a quarterly growth rate of 3.62% and a 2-quarter average growth rate of 7.5%. The portfolio is managed by Jay Richards, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 3.89%
6.71%
$20.013M
48,760 shares@ $410.44 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.59%
6.61%
$19.713M
154,503 shares@ $127.6 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.24%
6.5%
$19.39M
560,569 shares@ $34.6 avg price
IJRIshares Tr
Recent Activity
Increased 1.04%
4.5%
$13.437M
116,620 shares@ $115.22 avg price
IVVIshares Tr
Recent Activity
Increased 4.95%
4.06%
$12.095M
20,545 shares@ $588.7 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 15.82%
2.86%
$8.517M
133,598 shares@ $63.75 avg price
IVWIshares Tr
Recent Activity
Increased 13.78%
2.54%
$7.566M
74,516 shares@ $101.53 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.6%
2.15%
$6.411M
37,865 shares@ $169.3 avg price
AOMIshares Tr
Recent Activity
Increased 3.02%
1.96%
$5.835M
134,314 shares@ $43.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.79%
1.84%
$5.468M
24,924 shares@ $219.39 avg price