Instuitional Investor - Keudellrrison Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Keudellrrison Wealth Management |
| Portfolio Value | $450,664,922 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Etf Trust | 1,609,862 | $41,051,493 | 9.11% | |
| 2. | Franklin Templeton Etf Tr - SENIOR LOAN ETF | 1,539,692 | $37,306,725 | 8.28% | |
| 3. | FNDF | 1,172,084 | $31,060,228 | 6.89% | |
| 4. | FNDF | 631,963 | $25,291,174 | 5.61% | |
| 5. | Vanguard Whitehall Funds | 150,324 | $20,039,704 | 4.45% |
