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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
SCHPSchwab Strategic Tr
Recent Activity
Decreased -41.22%
1.35%
$2.05M
38,227 shares@ $53.64 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -47.38%
1.14%
$1.73M
17,021 shares@ $101.66 avg price
CMFIshares Tr
Recent Activity
Decreased -41.57%
1.11%
$1.689M
29,066 shares@ $58.12 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -50%
0.85%
$1.298M
23,334 shares@ $55.64 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -49.88%
0.83%
$1.261M
20,019 shares@ $63.0 avg price
ESGDIshares Tr
Recent Activity
Decreased -50%
0.79%
$1.207M
14,337 shares@ $84.18 avg price
VVVanguard Index Fds
Recent Activity
Decreased -51.3%
0.78%
$1.187M
4,508 shares@ $263.3 avg price
SNAPSnap Inc
Recent Activity
Decreased -48.35%
0.72%
$1.098M
102,586 shares@ $10.71 avg price
VSGXVanguard World Fd
Recent Activity
Decreased -41.05%
0.71%
$1.082M
17,583 shares@ $61.52 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 956.95%
0.66%
$998,920↑ Call
6,088 shares@ $164.09 avg price