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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
NVDANvidia Corporation
Recent Activity
1.43%
$2.02M
15,045 shares@ $134.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
1.24%
$1.744M
7,277 shares@ $239.73 avg price
COSTCostco Whsl Corp New
Recent Activity
1.21%
$1.709M
1,865 shares@ $916.28 avg price
IDEVIshares Tr
Recent Activity
Increased 7.58%
1.18%
$1.658M
25,712 shares@ $64.48 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -0.2%
1.15%
$1.613M
48,563 shares@ $33.21 avg price
IWDIshares Tr
Recent Activity
Increased 2.37%
1.13%
$1.588M
8,580 shares@ $185.14 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
0.85%
$1.198M
3,500 shares@ $342.16 avg price
ABTAbbott Labs
Recent Activity
0.81%
$1.133M
10,014 shares@ $113.11 avg price
OHIOmega Healthcare Invs Inc
Recent Activity
0.78%
$1.101M
29,091 shares@ $37.85 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -0.09%
0.76%
$1.073M
43,163 shares@ $24.86 avg price