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Kendra Means

@Brass Tax Wealth Management, Inc

Latest period2024 - Q3ReportedManaged Assets$260.835MTotal holdings162
Assets growth rate-6.58%Assets growth rate (2-Q avg)19.46%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brass Tax Wealth Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Brass Tax Wealth Management, 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 - Q3, they manage 260.835M in assets, with a quarterly growth rate of -6.58% and a 2-quarter average growth rate of 19.46%. The portfolio is managed by Kendra Means, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FBNDFidelity Merrimack Str Tr
Recent Activity
Exited
0%
$24.027M
534,759 shares@ $44.93 avg price
IUSVIshares Tr
Recent Activity
Exited
0%
$21.279M
241,447 shares@ $88.13 avg price
SPYGSpdr Ser Tr
Recent Activity
Exited
0%
$20.865M
260,383 shares@ $80.14 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$20.729M
481,518 shares@ $43.05 avg price
MOATVaneck Etf Trust
Recent Activity
Exited
0%
$20.145M
232,592 shares@ $86.61 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Exited
0%
$20.055M
394,167 shares@ $50.88 avg price
ACWIIshares Tr
Recent Activity
Exited
0%
$17.701M
157,485 shares@ $112.41 avg price
SRLNSsga Active Etf Tr
Recent Activity
Exited
0%
$15.469M
370,069 shares@ $41.8 avg price
IOOIshares Tr
Recent Activity
Exited
0%
$15.163M
157,002 shares@ $96.59 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Exited
0%
$10.113M
112,712 shares@ $89.72 avg price