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Andrew Hass

@Rf&l Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$141.416MTotal holdings57
Assets growth rate0.08%Assets growth rate (2-Q avg)3.8%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rf&l Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Rf&l Wealth Management, 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 141.416M in assets, with a quarterly growth rate of 0.08% and a 2-quarter average growth rate of 3.8%. The portfolio is managed by Andrew Hass, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFATDimensional Etf Trust
Recent Activity
Increased 0.38%
11.59%
$16.388M
294,438 shares@ $55.66 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.19%
7.04%
$9.945M
287,508 shares@ $34.6 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -0.05%
6.61%
$9.335M
146,431 shares@ $63.75 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -1.19%
6.06%
$8.563M
209,256 shares@ $40.93 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 2.87%
5.44%
$7.681M
99,401 shares@ $77.28 avg price
AAPLApple Inc
Recent Activity
5.01%
$7.084M
28,289 shares@ $250.42 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -0.1%
4.34%
$6.132M
94,222 shares@ $65.09 avg price
AMZNAmazon Com Inc
Recent Activity
3.98%
$5.621M
25,622 shares@ $219.4 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.52%
3.23%
$4.557M
15,724 shares@ $289.82 avg price
MSFTMicrosoft Corp
Recent Activity
3.09%
$4.363M
10,350 shares@ $421.5 avg price