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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 $562,477,785
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,611,475 $52,421,276 9.32%
2.
Tcw Etf Trust
 1,025,813 $38,909,086 6.92%
3.
Dimensional Etf Trust
 DFAC 685,337 $30,463,219 5.42%
4.
Vanguard Whitehall Funds
 VYM 385,930 $24,363,785 4.33%
5.
Apple Inc.
 AAPL 68,844 $22,926,299 4.08%
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.