test

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
BSVVanguard Bd Index Fds
Recent Activity
Increased 2.87%
5.44%
$7.681M
99,401 shares@ $77.28 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.35%
2.98%
$4.207M
7,808 shares@ $538.85 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 4.91%
2.94%
$4.155M
117,112 shares@ $35.49 avg price
VBRVanguard Index Fds
Recent Activity
Increased 1.42%
2.93%
$4.138M
20,879 shares@ $198.19 avg price
FNDCSchwab Strategic Tr
Recent Activity
Increased 3.5%
2.61%
$3.684M
107,915 shares@ $34.14 avg price
ITOTIshares Tr
Recent Activity
Increased 4.71%
2.02%
$2.848M
22,144 shares@ $128.62 avg price
IEMGIshares Inc
Recent Activity
Increased 4.95%
1.81%
$2.546M
48,759 shares@ $52.23 avg price
IDEVIshares Tr
Recent Activity
Increased 7.58%
1.18%
$1.658M
25,712 shares@ $64.48 avg price
IWDIshares Tr
Recent Activity
Increased 2.37%
1.13%
$1.588M
8,580 shares@ $185.14 avg price