Keudell/Morrison Wealth Management
Q4 2024 13F Holdings
- Locationsalem, OR
- Num holdings
220
- Value ($000)
$383,661
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001785498
- 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 |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.90M | 6 % | 801,757 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $21.01M | 6 % | 632,771 | ||
FLBL FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | $20.37M | 5 % | 839,508 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $20.18M | 5 % | 158,149 | ||
AAPL APPLE INC | COM | 037833100 | $17.63M | 5 % | 70,383 | ||
HEQT SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 | $15.23M | 4 % | 516,588 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $14.19M | 4 % | 410,208 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $13.69M | 4 % | 183,132 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $12.53M | 3 % | 198,361 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $12.47M | 3 % | 239,947 |
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