Keel Point Advisors, LLC
Q4 2014 13F Holdings
- Locationvienna, VA
- Num holdings
70
- Value ($000)
$124,363
- Date Filed02/06/2015
- Form type13F-HR
- CIK0001633038
- 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 2014 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | COM | 922908363 | $50.94M | 41 % | 270,388 | ||
VNQ Vanguard REIT Index ETF | COM | 922908553 | $18.36M | 15 % | 226,732 | ||
VIG Vanguard Dividend Appreciation | COM | 921908844 | $7.89M | 6 % | 97,238 | ||
VEA Vanguard FTSE Developed Market | COM | 921943858 | $4.95M | 4 % | 130,570 | ||
Vanguard Russell 2000 Index ET | COM | 92206C664 | $4.89M | 4 % | 51,132 | ||
EFA iShares MSCI EAFE Index Fund E | COM | 464287465 | $4.72M | 4 % | 77,546 | ||
EPD Enterprise Products Partners L | COM | 293792107 | $2.78M | 2 % | 76,893 | ||
IWM iShares Russell 2000 Index | COM | 464287655 | $1.60M | 1 % | 13,343 | ||
DVY iShares Dow Jones Select Divid | COM | 464287168 | $1.60M | 1 % | 20,104 | ||
BPL Buckeye Partners LP | COM | 118230101 | $1.36M | 1 % | 18,000 |
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