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Lupe Fungalei

@Diversify Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.283BTotal holdings514
Assets growth rate23.55%Assets growth rate (2-Q avg)26.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversify Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 514 positions.

Assets under management

The assets under management (AUM) of Diversify Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.283B in assets, with a quarterly growth rate of 23.55% and a 2-quarter average growth rate of 26.33%. The portfolio is managed by Lupe Fungalei, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Increased 4.72%
1.43%
$18.288M
532,854 shares@ $34.32 avg price
VOOVanguard Index Fds
Recent Activity
Increased 203.82%
1.41%
$17.972M
33,663 shares@ $533.89 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 2.49%
1.35%
$17.241M
595,335 shares@ $28.97 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 12.19%
1.21%
$15.512M
644,446 shares@ $24.07 avg price
METAMeta Platforms Inc
Recent Activity
Increased 90.47%
1.21%
$15.421M
25,040 shares@ $615.85 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
Increased 50.29%
1.13%
$14.465M
657,490 shares@ $22.0 avg price
BKMCBny Mellon Etf Trust
Recent Activity
Decreased -11.72%
1.07%
$13.667M
135,078 shares@ $101.19 avg price
SCHOSchwab Strategic Tr
Recent Activity
Decreased -13.33%
0.9%
$11.529M
478,389 shares@ $24.11 avg price
DFCFDimensional Etf Trust
Recent Activity
Decreased -2.07%
0.9%
$11.441M
279,994 shares@ $40.87 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -3.26%
0.85%
$10.815M
151,813 shares@ $71.25 avg price