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Home > Institutional Investor > Keudellrrison Wealth Management > Profile

Instuitional Investor - Keudellrrison Wealth Management

Fund Profile
Filing Period:
Fund Name: Keudellrrison Wealth Management
Portfolio Value $303,080,237
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 449,388 $34,324,255 11.32%
2.
Vanguard Whitehall Funds
 165,136 $18,434,159 6.08%
3.
Dimensional Etf Trust
 476,566 $13,930,024 4.59%
4.
Apple Inc.
 AAPL 68,317 $13,153,124 4.33%
5.
Vanguard Whitehall Funds
 192,774 $12,289,343 4.05%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)