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Joshua Ryder Taff

New Perspectives, Inc

Assets Managed
$288.753M
Holdings
44
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
0.13%(2Q avg: 14.62%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in New Perspectives, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of New Perspectives, Inc 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 288.753M in assets, with a quarterly growth rate of 0.13% and a 2-quarter average growth rate of 14.62%. The portfolio is managed by Joshua Ryder Taff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WCPB
Weitz Core Plus Bond Etf
Recent Activity
Increased 3.16%
25.11%
$72.505M
2.867M shares@ $25.3 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.62%
19.37%
$55.921M
730,608 shares@ $76.54 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.71%
10.26%
$29.623M
327,219 shares@ $90.53 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.34%
8.9%
$25.683M
44,498 shares@ $577.18 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -0.05%
7.26%
$20.957M
416,317 shares@ $50.35 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 3.46%
6%
$17.317M
292,424 shares@ $59.22 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 3.7%
5.38%
$15.521M
62,586 shares@ $248.01 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased 0%
5.13%
$14.785M
159,510 shares@ $92.69 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.49%
2.91%
$8.376M
38,946 shares@ $215.06 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 16.24%
2.52%
$7.275M
30,617 shares@ $237.63 avg price

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