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Home > Institutional Investor > Keel Point, Llc > 13F Holdings

Instuitional Investor - Keel Point, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 557,683 $383,022,127 22.62%
2.
Vanguard Tax-Managed Fds
 1,321,242 $94,138,496 5.56%
3.
Ishares Trust
 IEF 535,197 $52,973,842 3.13%
4.
Ishares Trust
 IEF 122,452 $50,144,029 2.96%
5.
Netflix Inc
 NFLX 643,275 $45,929,852 2.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.