Keyes, Stange & Wooten Wealth Management, LLC
Q4 2024 13F Holdings
- Locationdaytona beach, FL
- Num holdings
70
- Value ($000)
$169,706
- Date Filed02/13/2025
- Form type13F-HR
- CIK0002011352
- 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 |
|---|---|---|---|---|---|---|---|
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $22.02M | 13 % | 469,764 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $19.80M | 12 % | 677,990 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $17.91M | 11 % | 279,094 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $15.55M | 9 % | 279,453 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $12.05M | 7 % | 161,291 | ||
DFAW DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $10.77M | 6 % | 172,437 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $9.27M | 6 % | 365,391 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.06M | 5 % | 135,618 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $7.68M | 5 % | 288,909 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.99M | 4 % | 24,131 |
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