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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
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
PKGPackaging Corp Amer
Recent Activity
Increased 0.06%
0.82%
$10.503M
46,058 shares@ $228.05 avg price
TSLATesla Inc
Recent Activity
Increased 3.63%
0.77%
$9.849M
24,950 shares@ $394.74 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 27.73%
0.74%
$9.376M
10,007 shares@ $936.94 avg price
VBVanguard Index Fds
Recent Activity
Increased 3.34%
0.73%
$9.284M
38,988 shares@ $238.12 avg price
GOOGAlphabet Inc
Recent Activity
Increased 55.69%
0.72%
$9.11M
47,158 shares@ $193.18 avg price