KEYVANTAGE WEALTH, LLC
Q4 2024 13F Holdings
- Locationbethlehem, PA
- Num holdings
95
- Value ($000)
$139,859
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002050555
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $14.45M | 10 % | 623,295 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $11.26M | 8 % | 403,929 | ||
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $10.88M | 8 % | 588,102 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $6.78M | 5 % | 40,037 | ||
FBND FIDELITY TOTAL BOND ETF | ETF | 316188309 | $6.18M | 4 % | 137,793 | ||
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $5.68M | 4 % | 125,602 | ||
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $5.61M | 4 % | 62,059 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $5.40M | 4 % | 21,555 | ||
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | ETF | 808524888 | $3.54M | 3 % | 103,238 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $3.51M | 3 % | 8,332 |
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