Keyes, Stange & Wooten Wealth Management, LLC
CIK Number: 0002011352
168.54M
Market Value
61
# of Holdings
3 months
Avg. Holding Period
74.29%
Win Rate
14.39%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Etf... | 29.48 | +0.77% | 676.22K | +1.78% | 21.49M | 28.75 | 12.75% | |
| 2 | Dimensional Etf... | 53.52 | +0.32% | 422.80K | +51.43% | 20.18M | 47.27 | 11.98% | |
| 3 | Dimensional Etf... | 55.90 | -0.09% | 274.28K | +1.48% | 15.26M | 52.4 | 9.05% | |
| 4 | Vanguard Bd Ind... | 74.56 | -0.12% | 141.07K | +393.18% | 11.06M | 77.91 | 6.56% | |
| 5 | Vanguard Index ... | 294.75 | +0.58% | 24.79K | -0.70% | 7.02M | 237.22 | 4.16% |
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