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Hayley A. Snell

Lri Investments, Llc

Assets Managed
$1.244B
Holdings
1954
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.16%(2Q avg: 0.68%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lri Investments, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1954 positions.

Assets under management

The assets under management (AUM) of Lri Investments, 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 - Q2, they manage 1.244B in assets, with a quarterly growth rate of 10.16% and a 2-quarter average growth rate of 0.68%. The portfolio is managed by Hayley A. Snell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ARES
Ares Management Corp - A
Recent Activity
Decreased -0.29%
18.57%
$230.936M
2.335M shares@ $98.9 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.53%
8.2%
$101.957M
2.298M shares@ $44.37 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 8.34%
7.07%
$87.875M
1.072M shares@ $81.99 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 13.33%
5.29%
$65.692M
1.783M shares@ $36.84 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.95%
3.54%
$43.994M
525,305 shares@ $83.75 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.8%
2.78%
$34.549M
837,560 shares@ $41.25 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Decreased -0.67%
2.57%
$31.841M
330,573 shares@ $96.32 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.35%
2.4%
$29.839M
542,430 shares@ $55.02 avg price
DWM
Wisdomtree International Equ
Recent Activity
Decreased -0.03%
2.28%
$28.291M
386,413 shares@ $73.22 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.36%
1.68%
$20.788M
384,826 shares@ $54.03 avg price

1-10 of 1954