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James S. Riswold

@Corundum Trust Company, Inc

Latest period2024 - Q4ReportedManaged Assets$33.308MTotal holdings49
Assets growth rate-8.22%Assets growth rate (2-Q avg)-1.34%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Corundum Trust Company, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Corundum Trust Company, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 33.308M in assets, with a quarterly growth rate of -8.22% and a 2-quarter average growth rate of -1.34%. The portfolio is managed by James S. Riswold, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MMM3m Company
Recent Activity
Decreased -0.4%
15.7%
$5.229M
40,503 shares@ $129.09 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Decreased -5.4%
10.9%
$3.628M
31,490 shares@ $115.23 avg price
DVYIshares Select Dividend Etf
Recent Activity
7.5%
$2.496M
19,014 shares@ $131.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.68%
7.21%
$2.399M
5,692 shares@ $421.5 avg price
IJKIshares S&p Mid Cap 400 Growth
Recent Activity
Decreased -1.98%
5.94%
$1.977M
21,744 shares@ $90.94 avg price
AAPLApple Inc
Recent Activity
Decreased -7.28%
5.82%
$1.939M
7,741 shares@ $250.42 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
5.23%
$1.741M
2,957 shares@ $588.69 avg price
IJJIshares S&p Mid Cap 400 Value
Recent Activity
Decreased -3.07%
4.94%
$1.645M
13,166 shares@ $124.96 avg price
GOOGAlphabet Inc Class C Capital S
Recent Activity
Decreased -0.75%
3.62%
$1.202M
6,314 shares@ $190.44 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -7.85%
2.87%
$954,047
12,618 shares@ $75.62 avg price