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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.09%
0.6%
$845,629
19,201 shares@ $44.05 avg price
SCZIshares Tr
Recent Activity
Increased 0.04%
0.41%
$571,247
9,403 shares@ $60.76 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 14.05%
0.4%
$560,893
21,110 shares@ $26.58 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 5.07%
0.36%
$502,455
19,185 shares@ $26.19 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.29%
$404,027
17,430 shares@ $23.18 avg price