test

Stephen Cheifetz

@Kades & Cheifetz Llc

Latest period2024 - Q4ReportedManaged Assets$195.377MTotal holdings108
Assets growth rate11.91%Assets growth rate (2-Q avg)10.85%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kades & Cheifetz Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Kades & Cheifetz Llc 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 195.377M in assets, with a quarterly growth rate of 11.91% and a 2-quarter average growth rate of 10.85%. The portfolio is managed by Stephen Cheifetz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
New Position
2.59%
$5.059M
52,214 shares@ $96.9 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
New Position
1.95%
$3.795M
65,231 shares@ $58.18 avg price
MTUMIshares Tr
Recent Activity
New Position
1.26%
$2.46M
11,891 shares@ $206.92 avg price
DFACDimensional Etf Trust
Recent Activity
New Position
0.51%
$988,069
28,565 shares@ $34.6 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.45%
$872,880
18,253 shares@ $47.83 avg price
SHYGIshares Tr
Recent Activity
New Position
0.45%
$861,006
20,207 shares@ $42.61 avg price
BNDXVanguard Charlotte Fds
Recent Activity
New Position
0.43%
$831,623
16,955 shares@ $49.05 avg price
IBDTIshares Tr
Recent Activity
New Position
0.23%
$432,515
17,370 shares@ $24.91 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.22%
$426,999
792 shares@ $539.15 avg price
IBDSIshares Tr
Recent Activity
New Position
0.22%
$421,265
17,582 shares@ $23.97 avg price