test

Taylor Faw

@Strathmore Capital Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$137.427MTotal holdings37
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strathmore Capital Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Strathmore Capital Advisors, Inc. 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 137.427M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Taylor Faw, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
New Position
20.65%
$28.371M
820,214 shares@ $34.6 avg price
DFAXDimensional Etf Trust
Recent Activity
New Position
18.76%
$25.768M
1.037M shares@ $24.87 avg price
DFCFDimensional Etf Trust
Recent Activity
New Position
15.19%
$20.865M
505,584 shares@ $41.28 avg price
DFNMDimensional Etf Trust
Recent Activity
New Position
12.78%
$17.561M
367,620 shares@ $47.77 avg price
DFGXDimensional Etf Trust
Recent Activity
New Position
6.34%
$8.702M
166,314 shares@ $52.32 avg price
DFUVDimensional Etf Trust
Recent Activity
New Position
5.68%
$7.793M
190,437 shares@ $40.92 avg price
DFSVDimensional Etf Trust
Recent Activity
New Position
2.51%
$3.442M
111,811 shares@ $30.78 avg price
DFASDimensional Etf Trust
Recent Activity
New Position
2.17%
$2.972M
45,669 shares@ $65.09 avg price
LOWLowes Cos Inc
Recent Activity
New Position
2.09%
$2.863M
11,602 shares@ $246.81 avg price
DFARDimensional Etf Trust
Recent Activity
New Position
1.8%
$2.465M
105,946 shares@ $23.28 avg price