KCS Wealth Advisory
Q3 2023 13F Holdings
- Locationlos angeles, CA
- Num holdings
133
- Value ($000)
$234,549
- Date Filed11/03/2023
- Form type13F-HR
- CIK0001697719
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $29.08M | 12 % | 169,875 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $12.60M | 5 % | 250,266 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $11.70M | 5 % | 203,100 | ||
GSST GOLDMAN SACHS ETF TR | ACES ULTRA SHR | 381430230 | $8.29M | 4 % | 166,015 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.56M | 2 % | 12,949 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $5.06M | 2 % | 56,949 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.68M | 2 % | 15,586 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.55M | 2 % | 14,416 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.34M | 2 % | 12,398 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $4.07M | 2 % | 53,619 |
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