$241 Million is the total value of KFA Private Wealth Group, LLC's 78 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GIB | New | CGI INCcl a sub vtg | $544,256 | – | 5,526 | +100.0% | 0.23% | – |
VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $398,286 | – | 9,109 | +100.0% | 0.17% | – |
CVX | New | CHEVRON CORP NEW | $215,101 | – | 1,275 | +100.0% | 0.09% | – |
CSCO | New | CISCO SYS INC | $207,705 | – | 3,863 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 16 | Q3 2023 | 26.0% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 9.4% |
ISHARES TR | 16 | Q3 2023 | 11.7% |
ISHARES TR | 16 | Q3 2023 | 13.7% |
ISHARES TR | 16 | Q3 2023 | 5.5% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 6.2% |
ISHARES TR | 16 | Q3 2023 | 7.7% |
ISHARES TR | 16 | Q3 2023 | 15.3% |
ISHARES TR | 16 | Q3 2023 | 5.8% |
APPLE INC | 16 | Q3 2023 | 2.4% |
View KFA Private Wealth Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-01 |
13F-HR | 2024-02-02 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-18 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-01 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-18 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-26 |
View KFA Private Wealth Group, 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.