Tammy Trenta
@Ff Advisors,llc
Latest period2024 - Q4ReportedManaged Assets$147.704MTotal holdings88
Assets growth rate-4.91%Assets growth rate (2-Q avg)2.2%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Ff Advisors,llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.
Assets under management
The assets under management (AUM) of Ff Advisors,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 147.704M in assets, with a quarterly growth rate of -4.91% and a 2-quarter average growth rate of 2.2%. The portfolio is managed by Tammy Trenta, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VTIVanguard Index Fds
| 2.17% | $3.193M 10,646 shares@ $299.93 avg price | Increased 5.74% |
BRK.BBerkshire Hathaway Inc Del
| 1.67% | $2.465M 5,384 shares@ $457.91 avg price | Increased 0.43% |
VTEBVanguard Mun Bd Fds
| 0.96% | $1.418M 28,077 shares@ $50.5 avg price | Increased 5.57% |
VVVanguard Index Fds
| 0.67% | $987,981 3,547 shares@ $278.54 avg price | Increased 10.47% |
IJHIshares Tr
| 0.65% | $950,651 14,485 shares@ $65.64 avg price | Increased 10.03% |
SCHBSchwab Strategic Tr
| 0.61% | $894,473 38,209 shares@ $23.42 avg price | Increased 0.43% |
SPYSpdr S&p 500 Etf Tr
| 0.47% | $682,757 1,130 shares@ $604.21 avg price | Increased 51.89% |
IBMRIshares Tr
| 0.46% | $673,911 26,817 shares@ $25.13 avg price | Increased 8.66% |
BSJQInvesco Exch Trd Slf Idx Fd
| 0.37% | $545,571 23,315 shares@ $23.4 avg price | Increased 4.79% |
IBMQIshares Tr
| 0.28% | $413,250 16,334 shares@ $25.3 avg price | Increased 13.46% |