Instuitional Investor - Keating Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Keating Wealth Management Llc |
| Portfolio Value | $166,568,851 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 336,180 | $87,373,247 | 52.45% | |
| 2. | Vanguard Star Fds | 239,262 | $14,427,497 | 8.66% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT INC | 189,217 | $9,545,985 | 5.73% | |
| 4. | NYSE: KRC | 174,586 | $6,360,168 | 3.82% | |
| 5. | Dimensional Etf Trust | 185,971 | $5,620,039 | 3.37% |
