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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
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
METAMeta Platforms Inc
Recent Activity
2.74%
$3.864M
6,600 shares@ $585.51 avg price
FNDCSchwab Strategic Tr
Recent Activity
Increased 3.5%
2.61%
$3.684M
107,915 shares@ $34.14 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.37%
2.26%
$3.186M
17,930 shares@ $177.7 avg price
LLYEli Lilly & Co
Recent Activity
2.03%
$2.859M
3,704 shares@ $772.0 avg price
ITOTIshares Tr
Recent Activity
Increased 4.71%
2.02%
$2.848M
22,144 shares@ $128.62 avg price
WMTWalmart Inc
Recent Activity
1.88%
$2.656M
29,400 shares@ $90.35 avg price
IEMGIshares Inc
Recent Activity
Increased 4.95%
1.81%
$2.546M
48,759 shares@ $52.23 avg price