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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
IVVIshares Tr
Recent Activity
Increased 465.66%
2.03%
$5.273M
9,141 shares@ $576.86 avg price
DNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.76%
$4.587M
108,764 shares@ $42.18 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
1.71%
$4.449M
42,706 shares@ $104.18 avg price
FDNFirst Tr Exchange Traded Fd
Recent Activity
New Position
1.71%
$4.443M
20,975 shares@ $211.83 avg price
FXLFirst Tr Exchange Traded Fd
Recent Activity
New Position
1.7%
$4.421M
31,886 shares@ $138.65 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 181.76%
1.62%
$4.225M
9,819 shares@ $430.3 avg price
FVFirst Tr Exchange Traded Fd
Recent Activity
New Position
1.49%
$3.866M
66,348 shares@ $58.28 avg price
USMVIshares Tr
Recent Activity
New Position
1.34%
$3.476M
38,068 shares@ $91.31 avg price
DBEFDbx Etf Tr
Recent Activity
New Position
1.26%
$3.269M
77,808 shares@ $42.02 avg price
SCHXSchwab Strategic Tr
Recent Activity
New Position
1.17%
$3.04M
44,805 shares@ $67.85 avg price