Instuitional Investor - Keudellrrison Wealth Management

Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 1,690,577 $53,608,187 10.13%
2.
Tcw Etf Trust
1,011,488 $39,660,429 7.49%
3. DFAC 666,074 $29,547,040 5.58%
4. VYM 375,202 $25,228,564 4.77%
5. AAPL 66,958 $19,374,849 3.66%