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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
DFAWDimensional Etf Trust
Recent Activity
Increased 10.79%
1.14%
$1.583M
24,936 shares@ $63.47 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 13.33%
1.11%
$1.55M
55,090 shares@ $28.14 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
Increased 0.64%
0.97%
$1.355M
41,546 shares@ $32.61 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 13.51%
0.97%
$1.348M
50,595 shares@ $26.66 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.7%
0.95%
$1.318M
3,062 shares@ $430.34 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.23%
0.93%
$1.291M
2,805 shares@ $460.27 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 0.7%
0.91%
$1.261M
24,487 shares@ $51.5 avg price
ITOTIshares Tr
Recent Activity
Increased 0.38%
0.88%
$1.222M
9,724 shares@ $125.62 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 0.93%
0.74%
$1.031M
37,614 shares@ $27.41 avg price
IWFIshares Tr
Recent Activity
Increased 0.15%
0.74%
$1.023M
2,726 shares@ $375.33 avg price