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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
TIPIshares Tr
Recent Activity
New Position
0.75%
$1.953M
17,681 shares@ $110.47 avg price
XJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.72%
$1.856M
48,790 shares@ $38.04 avg price
AGGIshares Tr
Recent Activity
New Position
0.64%
$1.659M
16,384 shares@ $101.28 avg price
SECTNorthern Lts Fd Tr Iv
Recent Activity
New Position
0.58%
$1.498M
27,852 shares@ $53.78 avg price
ANGLVaneck Etf Trust
Recent Activity
New Position
0.55%
$1.42M
48,276 shares@ $29.41 avg price
IVWIshares Tr
Recent Activity
New Position
0.51%
$1.306M
13,641 shares@ $95.76 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.49%
$1.257M
2,558 shares@ $491.28 avg price
EFAIshares Tr
Recent Activity
New Position
0.39%
$1.012M
12,104 shares@ $83.64 avg price
DAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.37%
$950,559
26,057 shares@ $36.48 avg price
TJULInnovator Etfs Trust
Recent Activity
New Position
0.35%
$903,325
32,920 shares@ $27.45 avg price