Jay Richards

@Investment Advisory Group, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$298.628M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VOOVanguard Index Fds Recent Activity Increased 14.52%	0.89%	$2.643M 4,906 shares@ $538.81 avg price	Increased 14.52%
VBVanguard Index Fds Recent Activity Increased 11.98%	0.88%	$2.602M 10,827 shares@ $240.29 avg price	Increased 11.98%
IUSBIshares Tr Recent Activity Increased 0.75%	0.83%	$2.456M 54,346 shares@ $45.2 avg price	Increased 0.75%
SCHDSchwab Strategic Tr Recent Activity Increased 264.06%	0.83%	$2.455M 89,864 shares@ $27.32 avg price	Increased 264.06%
ISTBIshares Tr Recent Activity Increased 4.19%	0.79%	$2.349M 49,176 shares@ $47.78 avg price	Increased 4.19%
DCORDimensional Etf Trust Recent Activity Increased 9.84%	0.71%	$2.096M 32,674 shares@ $64.17 avg price	Increased 9.84%
IWFIshares Tr Recent Activity Increased 4.86%	0.7%	$2.065M 5,142 shares@ $401.6 avg price	Increased 4.86%
BNDVanguard Bd Index Fds Recent Activity Increased 34.46%	0.6%	$1.788M 24,870 shares@ $71.92 avg price	Increased 34.46%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 7.27%	0.56%	$1.66M 3,662 shares@ $453.31 avg price	Increased 7.27%
VTHRVanguard Scottsdale Fds Recent Activity Increased 11.56%	0.52%	$1.55M 5,966 shares@ $259.76 avg price	Increased 11.56%