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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIVVanguard Bd Index Fds
Recent Activity
Decreased -48.47%
2.9%
$4.416M
56,349 shares@ $78.38 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -51.31%
2.71%
$4.127M
80,724 shares@ $51.13 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -50.78%
2.32%
$3.54M
53,210 shares@ $66.52 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -54.13%
2.07%
$3.154M
16,928 shares@ $186.34 avg price
AAPLApple Inc
Recent Activity
Decreased -50.27%
1.95%
$2.968M
12,739 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -53.11%
1.82%
$2.775M
6,449 shares@ $430.32 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -47.4%
1.81%
$2.758M
42,695 shares@ $64.6 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -50%
1.75%
$2.665M
77,732 shares@ $34.3 avg price
TIPIshares Tr
Recent Activity
Decreased -51.06%
1.51%
$2.294M
20,770 shares@ $110.48 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -50%
1.36%
$2.066M
3,915 shares@ $527.71 avg price