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Cdkv Holdings LLC

Portfolio Manager
Cdkv Holdings LLC
Performance
0% (N/A)
AUM (13F)
$113.91M
# of Holdings
275
Performance Rank
N/A
Allocation (Top 20)
62.68%

Cdkv Holdings LLC Holdings Map

Top 50 Cdkv Holdings LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHG
SCHWAB STRATEGIC TR
17.06%667.0K$19.4M
-5.32%(-37.51K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 704.5K shares2026-Q1: 667.0K shares
$32.26(+5.75%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
8.97%334.8K$10.2M
+3.37%(+10.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 323.9K shares2026-Q1: 334.8K shares
$29.38(+17.18%)
2026-03-31
VUG
VANGUARD INDEX FDS
6.07%15.8K$6.9M
+28.89%(+3.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.3K shares2026-Q1: 15.8K shares
$79.82(+7.11%)
2026-03-31
IEI
ISHARES TR
2.88%27.7K$3.3M
-8.99%(-2.74K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.4K shares2026-Q1: 27.7K shares
$119.43(-1.94%)
2026-03-31
IEF
ISHARES TR
2.44%29.1K$2.8M
+3.36%(+947)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 28.2K shares2026-Q1: 29.1K shares
$96.29(-2.26%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
2.36%87.0K$2.7M
+3.85%(+3.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 83.7K shares2026-Q1: 87.0K shares
$29.88(+20.38%)
2026-03-31
ITA
ISHARES TR
2.27%11.8K$2.6M
+3.39%(+388)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.5K shares2026-Q1: 11.8K shares
$212.13(+17.00%)
2026-03-31
VHT
VANGUARD WORLD FD
2.23%9.3K$2.5M
+4.17%(+373)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.9K shares2026-Q1: 9.3K shares
$273.98(+12.57%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
2.15%99.0K$2.4M
+6.11%(+5.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 93.3K shares2026-Q1: 99.0K shares
$23.70(+15.90%)
2026-03-31
AAPL
APPLE INC
2.11%9.5K$2.4M
-15.07%(-1.68K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.1K shares2026-Q1: 9.5K shares
$263.24(+17.24%)
2026-03-31

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