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Shayne Ruffing

Integrated Wealthcare, Llc

Assets Managed
$119.523M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
0.5%(2Q avg: 0.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrated Wealthcare, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Integrated Wealthcare, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 119.523M in assets, with a quarterly growth rate of 0.5% and a 2-quarter average growth rate of 0.25%. The portfolio is managed by Shayne Ruffing, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.93%
18.09%
$21.62M
49,497 shares@ $436.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.21%
14.4%
$17.203M
268,455 shares@ $64.08 avg price
HMOP
Hartford Municipal Opp Etf
Recent Activity
Decreased -1.08%
8.14%
$9.726M
251,068 shares@ $38.74 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -0.25%
7.41%
$8.856M
194,130 shares@ $45.63 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2.98%
6.91%
$8.253M
102,417 shares@ $80.59 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 4.26%
6.83%
$8.155M
41,566 shares@ $196.2 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 4.43%
5.62%
$6.707M
99,325 shares@ $67.53 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.15%
5.23%
$6.248M
19,476 shares@ $320.82 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.21%
4.46%
$5.327M
69,079 shares@ $77.12 avg price
CGSM
Cap Group Short Muni Income
Recent Activity
Increased 0.22%
4.31%
$5.15M
195,969 shares@ $26.28 avg price

1-10 of 28