Manuela Diaz

@Roundangle Advisors Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$105.005M

Total holdings58

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 Roundangle Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Roundangle Advisors 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 - Q4, they manage 105.005M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Manuela Diaz, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MTUMIshares Tr Recent Activity New Position	2.56%	$2.681M 12,959 shares@ $206.92 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	2.55%	$2.675M 6,347 shares@ $421.48 avg price	New Position
IJRIshares Tr Recent Activity New Position	2.25%	$2.359M 20,476 shares@ $115.23 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	2.2%	$2.308M 17,185 shares@ $134.3 avg price	New Position
SLVIshares Silver Tr Recent Activity New Position	2.18%	$2.28M 86,596 shares@ $26.34 avg price	New Position
WMTWalmart Inc Recent Activity New Position	2.11%	$2.211M 24,468 shares@ $90.36 avg price	New Position
VBRVanguard Index Fds Recent Activity New Position	2.02%	$2.118M 10,687 shares@ $198.18 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	1.97%	$2.06M 5,019 shares@ $410.44 avg price	New Position
VCITVanguard Scottsdale Fds Recent Activity New Position	1.89%	$1.981M 24,683 shares@ $80.27 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	1.86%	$1.953M 10,317 shares@ $189.3 avg price	New Position