Lisa Atchison
Vpr Management Llc
Assets Managed
$250.217M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
11.47%(2Q avg: 6.74%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Vpr Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.
Assets under management
The assets under management (AUM) of Vpr Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 250.217M in assets, with a quarterly growth rate of 11.47% and a 2-quarter average growth rate of 6.74%. The portfolio is managed by Lisa Atchison, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IAU Ishares Gold Trust
| 13.94% | $34.861M 395,430 shares@ $88.17 avg price | |
VEA Vanguard Ftse Developed Etf
| 13.47% | $33.68M 525,600 shares@ $64.08 avg price | |
GUNR Flexshares Global Upstream N
| 10.97% | $27.448M 497,600 shares@ $55.16 avg price | |
EWC Ishares Msci Canada Etf
| 6.83% | $17.084M 311,800 shares@ $54.79 avg price | |
EWZ Ishares Msci Brazil Etf
| 6.04% | $15.103M 393,400 shares@ $38.39 avg price | Decreased -20.26% |
VTI Vanguard Total Stock Mkt Etf
| 5.8% | $14.501M 45,200 shares@ $320.81 avg price | Increased 10.79% |
VIG Vanguard Dividend Apprec Etf
| 4.53% | $11.319M 52,630 shares@ $215.07 avg price | |
IEMG Ishares Core Msci Emerging
| 3.54% | $8.844M 126,800 shares@ $69.75 avg price | |
EMLC Vaneck Jpm Em Local Curr Bnd
| 3.18% | $7.94M 316,200 shares@ $25.11 avg price | |
ACWI Ishares Msci Acwi Etf
| 2.42% | $6.047M 43,700 shares@ $138.37 avg price |
1-10 of 65