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Hillary Knotts

Cpa Asset Management Group, Llc

Assets Managed
$298.16M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
4.63%(2Q avg: 7.25%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Cpa Asset Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Cpa Asset Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 298.16M in assets, with a quarterly growth rate of 4.63% and a 2-quarter average growth rate of 7.25%. The portfolio is managed by Hillary Knotts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -4.31%
9.96%
$29.691M
650,837 shares@ $45.63 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.95%
7.77%
$23.158M
683,939 shares@ $33.87 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 61.34%
7.34%
$21.867M
456,710 shares@ $47.89 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -4.91%
7.01%
$20.88M
236,845 shares@ $88.17 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 4.42%
5.89%
$17.559M
450,695 shares@ $38.97 avg price
VGVT
Vanguard Govt Sec Active Etf
Recent Activity
Increased 29.96%
5.23%
$15.577M
205,915 shares@ $75.66 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 23.67%
4.42%
$13.166M
45,846 shares@ $287.19 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -17.6%
4%
$11.909M
323,976 shares@ $36.77 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Decreased -6.66%
3.38%
$10.054M
14 shares@ $718140.0 avg price
FLV
American Century Focused Lar
Recent Activity
Increased 37.51%
3.28%
$9.761M
127,283 shares@ $76.69 avg price

1-10 of 99