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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
VOOVanguard Index Fds
Recent Activity
New Position
12.39%
$32.316M
61,242 shares@ $527.68 avg price
VTIVanguard Index Fds
Recent Activity
Increased 6703.25%
9.57%
$24.947M
88,102 shares@ $283.17 avg price
VBVanguard Index Fds
Recent Activity
Increased 7353.42%
6.35%
$16.549M
69,764 shares@ $237.21 avg price
IVEIshares Tr
Recent Activity
New Position
5.67%
$14.773M
74,926 shares@ $197.18 avg price
DGROIshares Tr
Recent Activity
New Position
4.22%
$11.002M
175,495 shares@ $62.69 avg price
AAPLApple Inc
Recent Activity
Increased 258.93%
3.71%
$9.655M
41,438 shares@ $233.0 avg price
BUFDFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
3.45%
$8.992M
359,108 shares@ $25.04 avg price
PGProcter And Gamble Co
Recent Activity
New Position
3.3%
$8.588M
49,582 shares@ $173.21 avg price
QTECFirst Tr Nasdaq 100 Tech Ind
Recent Activity
New Position
2.36%
$6.133M
32,060 shares@ $191.31 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
2.11%
$5.497M
73,192 shares@ $75.12 avg price