Top 40 Kearns & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 29.97% | 173.6K | $55.7M | -0.66%(-1.16K) | $240.16(+51.86%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 29.16% | 90.7K | $54.2M | -0.26%(-239) | $415.48(+64.24%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.21% | 325.0K | $20.8M | +2.08%(+6.62K) | $49.63(+42.30%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.5% | 39.1K | $10.2M | +0.10%(+38) | $220.47(+29.57%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.36% | 115.4K | $6.2M | +2.71%(+3.04K) | $49.12(+22.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.27% | 9.3K | $6.1M | +0.00%(+0) | $452.05(+64.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.83% | 20.7K | $5.3M | +0.00%(+0) | $140.98(+111.99%) | 2026-03-31 | |
| RPRX | ROYALTY PHARMA PLC | 1.5% | 58.2K | $2.8M | -17.67%(-12.50K) | $27.96(+90.42%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.2% | 90.3K | $2.2M | +2.58%(+2.27K) | $19.19(+42.31%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1% | 4.3K | $1.9M | +0.00%(+0) | $65.97(+32.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.59% | +54.44% |
| Top 20 Holdings Unweighted | +16.68% | +58.86% |
Sign up free to track Kearns & Associates LLC, compare funds side by side, and get alerts the moment positions change.