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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
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
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 0.23%
1.73%
$2.42M
72,790 shares@ $33.26 avg price
VTIVanguard Index Fds
Recent Activity
1.67%
$2.328M
8,221 shares@ $283.17 avg price
AMZNAmazon Com Inc
Recent Activity
1.57%
$2.191M
11,761 shares@ $186.33 avg price
DFLVDimensional Etf Trust
Recent Activity
Increased 5.26%
1.57%
$2.186M
70,960 shares@ $30.82 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 0.13%
1.38%
$1.918M
29,684 shares@ $64.61 avg price
IVWIshares Tr
Recent Activity
Decreased -0.29%
1.26%
$1.751M
18,287 shares@ $95.75 avg price
EOGEog Res Inc
Recent Activity
1.26%
$1.749M
14,231 shares@ $122.94 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 1.28%
1.17%
$1.627M
33,732 shares@ $48.25 avg price