Kane Co Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationjohnston, IA
- Num holdings
50
- Value ($000)
$113,395
- Date Filed02/05/2026
- Form type13F-HR
- CIK0002109915
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $19.14M | 17 % | 483,347 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $11.53M | 10 % | 270,870 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.69M | 6 % | 194,120 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $6.52M | 6 % | 136,041 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.89M | 4 % | 47,944 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $4.68M | 4 % | 143,101 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $4.52M | 4 % | 137,524 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $4.31M | 4 % | 61,890 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $3.78M | 3 % | 75,181 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $3.4M | 3 % | 89,488 |
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