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Scott K Sprinkle

@Sprinkle Financial Consultants Llc

Latest period2024 - Q3ReportedManaged Assets$139.939MTotal holdings70
Assets growth rate10.3%Assets growth rate (2-Q avg)9.31%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sprinkle Financial Consultants Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Sprinkle Financial Consultants Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 139.939M in assets, with a quarterly growth rate of 10.3% and a 2-quarter average growth rate of 9.31%. The portfolio is managed by Scott K Sprinkle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJRIshares Tr
Recent Activity
Increased 1.05%
7.75%
$10.832M
92,615 shares@ $116.96 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.43%
7.09%
$9.915M
237,824 shares@ $41.7 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 1.14%
6.33%
$8.858M
306,935 shares@ $28.86 avg price
OKEOneok Inc New
Recent Activity
Increased 25.43%
5.89%
$8.24M
90,416 shares@ $91.13 avg price
JGROJ P Morgan Exchange Traded F
Recent Activity
Increased 7.44%
3.7%
$5.17M
67,251 shares@ $76.89 avg price
JPSEJ P Morgan Exchange Traded F
Recent Activity
Increased 6.3%
3.42%
$4.774M
99,387 shares@ $48.04 avg price
IVVIshares Tr
Recent Activity
Increased 1.2%
2.97%
$4.145M
7,186 shares@ $576.78 avg price
AVGEAmerican Centy Etf Tr
Recent Activity
Increased 1.01%
2.95%
$4.115M
55,708 shares@ $73.87 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.21%
2.29%
$3.204M
30,752 shares@ $104.19 avg price
AAPLApple Inc
Recent Activity
Increased 0.06%
1.79%
$2.501M
10,734 shares@ $233.0 avg price