Kearns & Associates LLC
Q4 2024 13F Holdings
- Locationpalos verdes estates, CA
- Num holdings
43
- Value ($000)
$154,744
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001908695
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $49.86M | 32 % | 92,529 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $44.97M | 29 % | 155,166 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $12.64M | 8 % | 264,383 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $9.49M | 6 % | 39,477 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.66M | 4 % | 9,650 | ||
AAPL APPLE INC | COM | 037833100 | $5.19M | 3 % | 20,728 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.62M | 3 % | 104,940 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.81M | 1 % | 4,300 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $1.51M | 1 % | 81,596 | ||
PJUL INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 | $1.06M | 1 % | 25,755 |
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