Chandler te Velde
@Maia Wealth Llc
Latest period2024 - Q3ReportedManaged Assets$404.76MTotal holdings274
Assets growth rate21.84%Assets growth rate (2-Q avg)27.98%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Maia Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 274 positions.
Assets under management
The assets under management (AUM) of Maia Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 404.76M in assets, with a quarterly growth rate of 21.84% and a 2-quarter average growth rate of 27.98%. The portfolio is managed by Chandler te Velde, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IYWIshares Tr
| 1.17% | $4.71M 30,507 shares@ $154.39 avg price | Decreased -8.63% |
GOOGLAlphabet Inc
| 1.16% | $4.662M 28,650 shares@ $162.72 avg price | Decreased -2.36% |
IEMGIshares Inc
| 1.1% | $4.448M 78,879 shares@ $56.4 avg price | Decreased -20.24% |
SCHXSchwab Strategic Tr
| 1.06% | $4.284M 187,387 shares@ $22.87 avg price | Increased 114.63% |
VOOVanguard Index Fds
| 1.02% | $4.123M 7,743 shares@ $532.5 avg price | Increased 4.91% |
VUGVanguard Index Fds
| 0.98% | $3.953M 10,120 shares@ $390.65 avg price | Increased 11.08% |
EMXCIshares Inc
| 0.95% | $3.809M 63,448 shares@ $60.04 avg price | Increased 39.11% |
BKNGBooking Holdings Inc
| 0.94% | $3.803M 877 shares@ $4336.47 avg price | Increased 16.63% |
GSUSGoldman Sachs Etf Tr
| 0.94% | $3.781M 47,501 shares@ $79.6 avg price | Decreased -4.53% |
TSMTaiwan Semiconductor Mfg Ltd
| 0.93% | $3.764M 19,018 shares@ $197.93 avg price | Increased 15.3% |