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Bo Hanson

@Abound Wealth Management

Latest period2024 - Q4ReportedManaged Assets$311.747MTotal holdings1225
Assets growth rate3.53%Assets growth rate (2-Q avg)7.28%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Abound Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1225 positions.

Assets under management

The assets under management (AUM) of Abound Wealth Management 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 311.747M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 7.28%. The portfolio is managed by Bo Hanson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.88%
2.29%
$7.133M
161,958 shares@ $44.05 avg price
IEFAIshares Tr
Recent Activity
Increased 2.19%
2.27%
$7.068M
100,569 shares@ $70.29 avg price
TSLATesla Inc
Recent Activity
Decreased -3.32%
2.27%
$7.066M
17,497 shares@ $403.85 avg price
VNQVanguard Index Fds
Recent Activity
Increased 4.12%
1.25%
$3.873M
43,474 shares@ $89.08 avg price
VVVanguard Index Fds
Recent Activity
Increased 0.3%
1.19%
$3.681M
13,649 shares@ $269.71 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 5.27%
1.12%
$3.47M
5,920 shares@ $586.1 avg price
OKEOneok Inc New
Recent Activity
Increased 0.01%
1%
$3.088M
30,757 shares@ $100.4 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.31%
0.93%
$2.875M
12,400 shares@ $231.85 avg price
ITOTIshares Tr
Recent Activity
Increased 41.69%
0.77%
$2.397M
18,633 shares@ $128.62 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.29%
0.77%
$2.379M
5,644 shares@ $421.51 avg price