test

Ashleigh Swayze

@Chb Investment Group, Llc

Latest period2024 - Q4ReportedManaged Assets$184.162MTotal holdings74
Assets growth rate-2.3%Assets growth rate (2-Q avg)-1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chb Investment Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Chb Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 184.162M in assets, with a quarterly growth rate of -2.3% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIVVanguard Bd Index Fds
Recent Activity
Increased 3.96%
6.91%
$12.71M
170,085 shares@ $74.73 avg price
LQDIshares Tr
Recent Activity
Increased 3.94%
6.8%
$12.517M
117,153 shares@ $106.85 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 2.21%
4.74%
$8.712M
303,871 shares@ $28.68 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 2.33%
3.44%
$6.33M
78,863 shares@ $80.27 avg price
STIPIshares Tr
Recent Activity
Increased 4.47%
1.75%
$3.219M
32,001 shares@ $100.6 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 182.34%
1.68%
$3.083M
135,798 shares@ $22.71 avg price
AGZIshares Tr
Recent Activity
Increased 3.88%
1.67%
$3.063M
28,370 shares@ $107.97 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.07%
1.43%
$2.631M
13,039 shares@ $201.78 avg price
MCKMckesson Corp
Recent Activity
Increased 0.57%
1.43%
$2.626M
4,607 shares@ $570.01 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 190.37%
1.41%
$2.588M
94,728 shares@ $27.33 avg price