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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 $489,018,002
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,530,634 $46,959,862 9.6%
2.
Tcw Etf Trust
 1,100,368 $43,211,465 8.84%
3.
Dimensional Etf Trust
 698,277 $27,135,047 5.55%
4.
Vanguard Whitehall Funds
 362,872 $23,837,044 4.87%
5.
Schwab Strategic Trust
 FNDF 436,651 $21,365,317 4.37%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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