Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard S&P 500 ETF | 35 | Q3 2023 | 26.3% |
SPDR S&P 500 ETF TR | 35 | Q3 2023 | 10.6% |
VANGUARD TAX-MANAGED INTL FD | 35 | Q3 2023 | 9.0% |
Vanguard REIT Index ETF | 35 | Q3 2023 | 9.6% |
ISHARES TR | 35 | Q3 2023 | 9.1% |
VANGUARD SCOTTSDALE FDS | 35 | Q3 2023 | 5.7% |
ISHARES TR | 35 | Q3 2023 | 4.0% |
ISHARES TR | 35 | Q3 2023 | 7.4% |
Home Depot Incorporated | 35 | Q3 2023 | 1.9% |
VANGUARD SPECIALIZED FUNDS | 35 | Q3 2023 | 3.8% |
View Keel Point, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-03 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-05 |
13F-HR | 2022-08-11 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-31 |
View Keel Point, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.