Teresa Douberly
@Wealthcollab, Llc
Latest period2024 - Q3ReportedManaged Assets$152.789MTotal holdings881
Assets growth rate-44.39%Assets growth rate (2-Q avg)29.18%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Wealthcollab, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 881 positions.
Assets under management
The assets under management (AUM) of Wealthcollab, 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 - Q3, they manage 152.789M in assets, with a quarterly growth rate of -44.39% and a 2-quarter average growth rate of 29.18%. The portfolio is managed by Teresa Douberly, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BIVVanguard Bd Index Fds
| 2.9% | $4.416M 56,349 shares@ $78.38 avg price | Decreased -48.47% |
VTEBVanguard Mun Bd Fds
| 2.71% | $4.127M 80,724 shares@ $51.13 avg price | Decreased -51.31% |
SCHBSchwab Strategic Tr
| 2.32% | $3.54M 53,210 shares@ $66.52 avg price | Decreased -50.78% |
AMZNAmazon Com Inc
| 2.07% | $3.154M 16,928 shares@ $186.34 avg price | Decreased -54.13% |
AAPLApple Inc
| 1.95% | $2.968M 12,739 shares@ $233.0 avg price | Decreased -50.27% |
MSFTMicrosoft Corp
| 1.82% | $2.775M 6,449 shares@ $430.32 avg price | Decreased -53.11% |
AVEMAmerican Centy Etf Tr
| 1.81% | $2.758M 42,695 shares@ $64.6 avg price | Decreased -47.4% |
DFACDimensional Etf Trust
| 1.75% | $2.665M 77,732 shares@ $34.3 avg price | Decreased -50% |
TIPIshares Tr
| 1.51% | $2.294M 20,770 shares@ $110.48 avg price | Decreased -51.06% |
VOOVanguard Index Fds
| 1.36% | $2.066M 3,915 shares@ $527.71 avg price | Decreased -50% |