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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
SPGPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.58%
1.43%
$2.624M
25,017 shares@ $104.89 avg price
LDOSLeidos Holdings Inc
Recent Activity
Decreased -1.17%
1.42%
$2.614M
18,144 shares@ $144.07 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -6.67%
1.41%
$2.592M
25,095 shares@ $103.29 avg price
MLMMartin Marietta Matls Inc
Recent Activity
Decreased -0.1%
1.35%
$2.478M
4,798 shares@ $516.47 avg price
ACGLArch Cap Group Ltd
Recent Activity
Decreased -0.03%
1.33%
$2.434M
26,358 shares@ $92.35 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.12%
1.31%
$2.406M
3,116 shares@ $772.15 avg price
NDSNNordson Corp
Recent Activity
Decreased -0.43%
1.3%
$2.39M
11,421 shares@ $209.27 avg price
EQWLInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.44%
1.3%
$2.387M
23,338 shares@ $102.28 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -5.81%
1.23%
$2.257M
22,921 shares@ $98.47 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -7.96%
1.22%
$2.241M
4,160 shares@ $538.71 avg price