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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
GOOGAlphabet Inc
Recent Activity
Decreased -7.41%
0.6%
$1.161M
6,096 shares@ $190.43 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -0.29%
0.59%
$1.142M
14,657 shares@ $77.89 avg price
IWBIshares Tr
Recent Activity
Increased 0.32%
0.58%
$1.118M
3,471 shares@ $322.2 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 2.31%
0.54%
$1.048M
39,353 shares@ $26.63 avg price
DFACDimensional Etf Trust
Recent Activity
New Position
0.51%
$988,069
28,565 shares@ $34.6 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 80.96%
0.5%
$964,118
37,282 shares@ $25.87 avg price
XFRAXBlackrock Floating Rate Inco
Recent Activity
Decreased -7.59%
0.48%
$937,425
68,176 shares@ $13.76 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -3.28%
0.47%
$913,946
43,397 shares@ $21.07 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.4%
0.46%
$882,292
43,830 shares@ $20.13 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.45%
$872,880
18,253 shares@ $47.83 avg price