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Dane Crunk

Eight 31 Financial, Llc

Assets Managed
$165.589M
Holdings
72
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-9.19%(2Q avg: -3.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Eight 31 Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Eight 31 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 2026 - Q1, they manage 165.589M in assets, with a quarterly growth rate of -9.19% and a 2-quarter average growth rate of -3.2%. The portfolio is managed by Dane Crunk, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.49%
7.93%
$13.126M
21,966 shares@ $597.54 avg price
IBTK
Ishares Ibonds Dec 2030 Trea
Recent Activity
Decreased -1.55%
6%
$9.921M
503,072 shares@ $19.73 avg price
IBTI
Ishares Ibonds Dec 2028 Term
Recent Activity
Decreased -1.82%
5.62%
$9.296M
417,173 shares@ $22.29 avg price
IBTJ
Ishares Ibonds Dec 2029 Term
Recent Activity
Decreased -1.79%
5.61%
$9.282M
424,929 shares@ $21.85 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.88%
5.57%
$9.209M
54,281 shares@ $169.66 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Decreased -2.36%
4.82%
$7.978M
329,125 shares@ $24.24 avg price
IBTH
Ishares Ibonds Dec 2027 Term
Recent Activity
Decreased -2.37%
4.82%
$7.977M
355,656 shares@ $22.44 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Decreased -2.35%
4.8%
$7.946M
313,680 shares@ $25.34 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Decreased -2.3%
4.78%
$7.907M
361,225 shares@ $21.9 avg price
AOR
Ishares Core Growth Allocati
Recent Activity
Increased 0.52%
4.28%
$7.086M
110,112 shares@ $64.36 avg price

1-10 of 72