Sign In
test

DEREK TSCHUDIN

Axos Invest Inc.

Assets Managed
$132.311M
Holdings
19
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-2.74%(2Q avg: -0.41%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Axos Invest Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Axos Invest Inc. 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 132.311M in assets, with a quarterly growth rate of -2.74% and a 2-quarter average growth rate of -0.41%. The portfolio is managed by DEREK TSCHUDIN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.03%
25.34%
$33.523M
523,151 shares@ $64.08 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 28.27%
23.79%
$31.464M
52,656 shares@ $597.55 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -21.68%
19.63%
$25.968M
80,946 shares@ $320.81 avg price
GENT
Genter Capital Taxable
Recent Activity
Increased 6.84%
5.68%
$7.505M
730,733 shares@ $10.27 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -1.97%
5.15%
$6.812M
114,398 shares@ $59.55 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -0.55%
4.43%
$5.852M
53,027 shares@ $110.36 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 25.8%
3.12%
$4.115M
87,731 shares@ $46.91 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 0.43%
2.25%
$2.976M
119,117 shares@ $24.98 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -3.34%
2.18%
$2.88M
36,338 shares@ $79.27 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 2.87%
1.96%
$2.589M
29,187 shares@ $88.7 avg price

1-10 of 19