Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
Fund Holdings Sector Distribution
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
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)