Instuitional Investor - Keating Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Keating Wealth Management Llc |
Portfolio Value | $145,023,326 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 304,437 | $72,218,587 | 49.79% | |
2. | J P Morgan Exchange Traded F | 291,229 | $14,628,456 | 10.08% | |
3. | Vanguard Star Fds | 219,975 | $12,749,774 | 8.79% | |
4. | NYSE: KRC | 174,586 | $6,955,506 | 4.79% | |
5. | Dimensional Etf Trust | 151,676 | $4,344,012 | 2.99% |