| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INC | $0 | – | -10,292 | -100.0% | -0.06% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -3,863 | -100.0% | -0.09% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,614 | -100.0% | -0.09% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,275 | -100.0% | -0.09% | – |
| IRDM | Exit | IRIDIUM COMMUNICATIONS INC | $0 | – | -4,711 | -100.0% | -0.09% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,512 | -100.0% | -0.09% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -587 | -100.0% | -0.10% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -423 | -100.0% | -0.10% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -855 | -100.0% | -0.11% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,900 | -100.0% | -0.12% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,727 | -100.0% | -0.12% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -3,106 | -100.0% | -0.12% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -3,613 | -100.0% | -0.12% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -891 | -100.0% | -0.12% | – |
| V | Exit | VISA INC | $0 | – | -1,372 | -100.0% | -0.13% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -9,613 | -100.0% | -0.13% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,144 | -100.0% | -0.13% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,213 | -100.0% | -0.13% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -4,627 | -100.0% | -0.13% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -945 | -100.0% | -0.14% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,603 | -100.0% | -0.14% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -940 | -100.0% | -0.15% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,332 | -100.0% | -0.15% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -8,849 | -100.0% | -0.15% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -3,620 | -100.0% | -0.16% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -9,109 | -100.0% | -0.17% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -4,599 | -100.0% | -0.17% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,410 | -100.0% | -0.18% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,709 | -100.0% | -0.18% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -9,346 | -100.0% | -0.18% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,054 | -100.0% | -0.18% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -4,331 | -100.0% | -0.19% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -2,507 | -100.0% | -0.19% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -7,253 | -100.0% | -0.19% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -8,344 | -100.0% | -0.20% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3,625 | -100.0% | -0.20% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.22% | – |
| GIB | Exit | CGI INCcl a sub vtg | $0 | – | -5,526 | -100.0% | -0.23% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -5,424 | -100.0% | -0.23% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -1,500 | -100.0% | -0.23% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -9,029 | -100.0% | -0.26% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -5,121 | -100.0% | -0.27% | – |
| WMT | Exit | WALMART INC | $0 | – | -4,563 | -100.0% | -0.30% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -5,853 | -100.0% | -0.32% | – |
| KO | Exit | COCA COLA CO | $0 | – | -14,186 | -100.0% | -0.33% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -7,123 | -100.0% | -0.35% | – |
| DSU | Exit | BLACKROCK DEBT STRATEGIES FD | $0 | – | -91,280 | -100.0% | -0.39% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -6,085 | -100.0% | -0.39% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -5,741 | -100.0% | -0.41% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,465 | -100.0% | -0.45% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,457 | -100.0% | -0.50% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -4,707 | -100.0% | -0.53% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,694 | -100.0% | -0.56% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -9,251 | -100.0% | -0.63% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -29,135 | -100.0% | -0.65% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -7,404 | -100.0% | -0.65% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -25,320 | -100.0% | -0.72% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -15,083 | -100.0% | -0.80% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -4,585 | -100.0% | -0.82% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -22,921 | -100.0% | -0.90% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -7,042 | -100.0% | -0.92% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -52,156 | -100.0% | -0.95% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -6,551 | -100.0% | -1.07% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -14,616 | -100.0% | -1.15% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -56,119 | -100.0% | -1.40% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -21,556 | -100.0% | -1.58% | – |
| AAPL | Exit | APPLE INC | $0 | – | -26,824 | -100.0% | -1.91% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -26,732 | -100.0% | -2.77% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -48,568 | -100.0% | -3.10% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -97,944 | -100.0% | -4.02% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -113,097 | -100.0% | -4.43% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -83,832 | -100.0% | -4.81% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -128,047 | -100.0% | -5.02% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -203,984 | -100.0% | -6.86% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -86,373 | -100.0% | -7.48% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -167,952 | -100.0% | -7.71% | – |
| FLTR | Exit | VANECK ETF TRUSTig floating rate | $0 | – | -877,565 | -100.0% | -9.22% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -108,977 | -100.0% | -19.45% | – |
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.