Bo Hanson

@Abound Wealth Management

Latest period2024 - Q4

Reported6d ago

Managed Assets$311.747M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPEMSpdr Index Shs Fds Recent Activity Increased 420.25%	0.05%	$131,136 3,418 shares@ $38.37 avg price	Increased 420.25%
GLDSpdr Gold Tr Recent Activity Increased 5.55%	0.05%	$129,056 533 shares@ $242.14 avg price	Increased 5.55%
SCHDSchwab Strategic Tr Recent Activity Increased 205.42%	0.05%	$126,417 4,627 shares@ $27.33 avg price	Increased 205.42%
LLYEli Lilly & Co Recent Activity Increased 1.28%	0.04%	$122,980 159 shares@ $773.46 avg price	Increased 1.28%
ESGUIshares Tr Recent Activity Increased 0.56%	0.04%	$116,585 905 shares@ $128.83 avg price	Increased 0.56%
EMXCIshares Inc Recent Activity Increased 2.14%	0.04%	$114,116 2,058 shares@ $55.45 avg price	Increased 2.14%
VSGXVanguard World Fd Recent Activity Increased 6.64%	0.04%	$113,991 2,010 shares@ $56.72 avg price	Increased 6.64%
FITBFifth Third Bancorp Recent Activity Increased 3.53%	0.04%	$106,842 2,527 shares@ $42.29 avg price	Increased 3.53%
DIASpdr Dow Jones Indl Average Recent Activity Increased 3.3%	0.04%	$106,688 251 shares@ $425.06 avg price	Increased 3.3%
VOVanguard Index Fds Recent Activity Increased 22.61%	0.04%	$104,724 396 shares@ $264.46 avg price	Increased 22.61%