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Anthony Blagrove

@Traveka Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$181.352MTotal holdings141
Assets growth rate-7.94%Assets growth rate (2-Q avg)-5.89%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Traveka Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Traveka Wealth, Llc 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 181.352M in assets, with a quarterly growth rate of -7.94% and a 2-quarter average growth rate of -5.89%. The portfolio is managed by Anthony Blagrove, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -53.57%
5.44%
$9.855M
18,289 shares@ $538.83 avg price
MUBIshares Tr
Recent Activity
Decreased -7.33%
3.21%
$5.817M
54,652 shares@ $106.45 avg price
HEFAIshares Tr
Recent Activity
Decreased -6.21%
2.87%
$5.188M
149,308 shares@ $34.76 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -71.14%
2.15%
$3.882M
50,237 shares@ $77.27 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.38%
1.34%
$2.424M
4,140 shares@ $585.56 avg price
IEFAIshares Tr
Recent Activity
Decreased -29.54%
1.17%
$2.121M
30,178 shares@ $70.28 avg price
HYMBSpdr Ser Tr
Recent Activity
Decreased -6.44%
1.16%
$2.1M
82,092 shares@ $25.58 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -24.07%
1.14%
$2.05M
17,905 shares@ $114.48 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -6.09%
1.03%
$1.854M
39,397 shares@ $47.06 avg price
IEMGIshares Inc
Recent Activity
Decreased -39.98%
0.93%
$1.678M
32,134 shares@ $52.23 avg price