StockDriftsStockDriftsTop 45 Keating Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 52.45% | 336.2K | $87.4M | +10.43%(+31.74K) | — | 2024-03-31 | |
| VXUS | VANGUARD STAR FDS | 8.66% | 239.3K | $14.4M | +8.77%(+19.29K) | — | 2024-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.73% | 189.2K | $9.5M | -35.03%(-102.01K) | — | 2024-03-31 | |
| KRC | KILROY RLTY CORP | 3.82% | 174.6K | $6.4M | +0.00%(+0) | — | 2024-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.37% | 186.0K | $5.6M | +22.61%(+34.30K) | — | 2024-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.32% | 11.5K | $5.5M | +26.15%(+2.39K) | — | 2024-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 3.09% | 87.8K | $5.1M | new | — | 2024-03-31 | |
| ITOT | ISHARES TR | 2.32% | 33.5K | $3.9M | +0.27%(+90) | — | 2024-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.9% | 17.4K | $3.2M | +5.51%(+907) | — | 2024-03-31 | |
| AAPL | APPLE INC | 1.66% | 16.2K | $2.8M | +0.00%(+0) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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