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Home > Institutional Investor > Keudellrrison Wealth Management > Profile

Instuitional Investor - Keudellrrison Wealth Management

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Keudellrrison Wealth Management
Portfolio Value	$475,919,389

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Tcw Etf Trust		1,184,988	$46,925,527	9.86%
2.	Schwab Strategic Trust	FNDF	1,595,818	$43,773,287	9.2%
3.	Vanguard Whitehall Funds		293,514	$19,791,656	4.16%
4.	Schwab Strategic Trust	FNDF	433,575	$19,601,941	4.12%
5.	Dimensional Etf Trust		452,125	$17,899,630	3.76%