KCS Wealth Advisory

Q3 2023 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    133

  • Value ($000)

    $234,549

  • Date Filed
    11/03/2023
  • Form type
    13F-HR
  • CIK
    0001697719
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$29.08M
12 %

169,875

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$12.60M
5 %

250,266

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$11.70M
5 %

203,100

G
GSST

GOLDMAN SACHS ETF TR

ACES ULTRA SHR
381430230
$8.29M
4 %

166,015

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.56M
2 %

12,949

M
MBB

ISHARES TR

MBS ETF
464288588
$5.06M
2 %

56,949

M
META

META PLATFORMS INC

CL A
30303M102
$4.68M
2 %

15,586

M
MSFT

MICROSOFT CORP

COM
594918104
$4.55M
2 %

14,416

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.34M
2 %

12,398

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$4.07M
2 %

53,619

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