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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
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.59%
0.84%
$2.508M
43,104 shares@ $58.18 avg price
IUSBIshares Tr
Recent Activity
Increased 0.75%
0.83%
$2.456M
54,346 shares@ $45.2 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 264.06%
0.83%
$2.455M
89,864 shares@ $27.32 avg price
TSLATesla Inc
Recent Activity
Decreased -2.6%
0.82%
$2.433M
6,024 shares@ $403.86 avg price
ISTBIshares Tr
Recent Activity
Increased 4.19%
0.79%
$2.349M
49,176 shares@ $47.78 avg price
DCORDimensional Etf Trust
Recent Activity
Increased 9.84%
0.71%
$2.096M
32,674 shares@ $64.17 avg price
IWFIshares Tr
Recent Activity
Increased 4.86%
0.7%
$2.065M
5,142 shares@ $401.6 avg price
HDVIshares Tr
Recent Activity
Decreased -0.4%
0.69%
$2.034M
18,123 shares@ $112.26 avg price
IEFAIshares Tr
Recent Activity
Decreased -2.61%
0.68%
$2.003M
28,502 shares@ $70.28 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -2.46%
0.65%
$1.913M
3,359 shares@ $569.55 avg price