Andrew Hass

@Rf&l Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$141.416M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XOMExxon Mobil Corp Recent Activity Decreased -35.56%	0.26%	$366,276 3,405 shares@ $107.58 avg price	Decreased -35.56%
SQBlock Inc Recent Activity Decreased -45.01%	0.25%	$339,960 4,000 shares@ $84.99 avg price	Decreased -45.01%
BIVVanguard Bd Index Fds Recent Activity Decreased -4.56%	0.19%	$265,665 3,555 shares@ $74.73 avg price	Decreased -4.56%
MRKMerck & Co Inc Recent Activity Decreased -21.72%	0.16%	$225,820 2,270 shares@ $99.49 avg price	Decreased -21.72%