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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
SPLGSpdr Ser Tr
Recent Activity
Increased 14.22%
0.62%
$1.914M
27,770 shares@ $68.95 avg price
MUBIshares Tr
Recent Activity
Increased 9.34%
0.6%
$1.847M
17,338 shares@ $106.56 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 107.09%
0.57%
$1.777M
68,701 shares@ $25.86 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.79%
0.47%
$1.456M
2,848 shares@ $511.16 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 101.81%
0.32%
$976,360
52,776 shares@ $18.51 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.57%
0.31%
$953,503
5,007 shares@ $190.44 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 302.84%
0.3%
$925,457
33,206 shares@ $27.88 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.01%
0.26%
$793,204
3,309 shares@ $239.72 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.38%
0.23%
$712,208
777 shares@ $916.62 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 1.59%
0.23%
$706,391
4,031 shares@ $175.24 avg price