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Ryan Vliek

@Pps&v Asset Management Consultants, Inc.

Latest period2024 - Q4ReportedManaged Assets$148.021MTotal holdings40
Assets growth rate1.53%Assets growth rate (2-Q avg)2.98%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pps&v Asset Management Consultants, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Pps&v Asset Management Consultants, Inc. 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 148.021M in assets, with a quarterly growth rate of 1.53% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Ryan Vliek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Us Large Cap Growth
Recent Activity
Increased 288.51%
10.83%
$16.019M
574,771 shares@ $27.87 avg price
SCHDSchwab Us Dividend Equity
Recent Activity
Increased 205.86%
4.97%
$7.344M
268,819 shares@ $27.32 avg price
SCHMSchwab Us Mid Cap
Recent Activity
Increased 198.13%
4.42%
$6.541M
236,055 shares@ $27.72 avg price
VTIVanguard Total Stock Market
Recent Activity
Increased 0.12%
3.04%
$4.497M
15,518 shares@ $289.81 avg price
SDYSpdr S&p Dividend
Recent Activity
Increased 3.57%
0.77%
$1.133M
8,573 shares@ $132.11 avg price
AMZNAmazon.com Inc.
Recent Activity
Increased 0.17%
0.72%
$1.062M
4,842 shares@ $219.39 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.08%
0.4%
$588,253
1,396 shares@ $421.39 avg price
PFEPfizer Incorporated
Recent Activity
Increased 5.61%
0.28%
$403,290
15,201 shares@ $26.54 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.76%
0.25%
$360,678
2,494 shares@ $144.62 avg price
JPMJ.p. Morgan Chase & Co.
Recent Activity
Increased 0.08%
0.23%
$333,445
1,391 shares@ $239.72 avg price