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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
IJRIshares Tr
Recent Activity
Increased 5.12%
12.97%
$40.421M
350,813 shares@ $115.23 avg price
AGGIshares Tr
Recent Activity
Increased 7.56%
11.37%
$35.417M
365,499 shares@ $96.9 avg price
IEMGIshares Inc
Recent Activity
Increased 6.66%
11.22%
$34.969M
669,641 shares@ $52.23 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 9.32%
8.14%
$25.362M
530,355 shares@ $47.83 avg price
IVVIshares Tr
Recent Activity
Increased 2.01%
6.62%
$20.624M
35,035 shares@ $588.69 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 198.1%
5.64%
$17.574M
758,165 shares@ $23.19 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.39%
4.36%
$13.578M
25,199 shares@ $538.83 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.94%
3.82%
$11.899M
49,519 shares@ $240.29 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.93%
3.74%
$11.657M
40,222 shares@ $289.82 avg price
AAPLApple Inc
Recent Activity
Decreased -0.36%
2.78%
$8.646M
34,527 shares@ $250.43 avg price