| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 19.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 15.0% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 8.5% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 7.4% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 7.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 9.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 6.6% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 10.7% |
| APPLE INC | 3 | Q2 2024 | 2.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.1% |
View Keyes, Stange & Wooten Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-14 |
View Keyes, Stange & Wooten Wealth Management, 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.