Rita Rhodes

@Envision Financial Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$124.753M

Total 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 Envision Financial Llc'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 Envision Financial 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 124.753M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EMXCIshares Inc Recent Activity New Position	2.99%	$3.722M 67,116 shares@ $55.45 avg price	New Position
RDVYFirst Tr Exchange-traded Fd Recent Activity New Position	2.81%	$3.498M 59,154 shares@ $59.15 avg price	New Position
VCITVanguard Scottsdale Fds Recent Activity New Position	2.74%	$3.407M 42,443 shares@ $80.28 avg price	New Position
VONVVanguard Scottsdale Fds Recent Activity New Position	2.71%	$3.372M 41,507 shares@ $81.25 avg price	New Position
VBRVanguard Index Fds Recent Activity New Position	2.6%	$3.235M 16,321 shares@ $198.19 avg price	New Position
DWMWisdomtree Tr Recent Activity New Position	2.23%	$2.776M 52,680 shares@ $52.7 avg price	New Position
FTCSFirst Tr Exchange-traded Fd Recent Activity New Position	1.86%	$2.318M 26,395 shares@ $87.83 avg price	New Position
IVVIshares Tr Recent Activity New Position	1.81%	$2.256M 3,832 shares@ $588.67 avg price	New Position
DONWisdomtree Tr Recent Activity New Position	1.7%	$2.116M 41,520 shares@ $50.97 avg price	New Position
AGGIshares Tr Recent Activity New Position	1.7%	$2.114M 21,817 shares@ $96.9 avg price	New Position