Kearns & Associates LLC
Q1 2025 13F Holdings
- Locationpalos verdes estates, CA
- Num holdings
42
- Value ($000)
$154,168
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001908695
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $47.00M | 31 % | 91,459 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $45.01M | 29 % | 163,764 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $15.15M | 10 % | 298,099 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.63M | 6 % | 38,905 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.38M | 4 % | 9,610 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.80M | 3 % | 105,982 | ||
AAPL APPLE INC | COM | 037833100 | $4.60M | 3 % | 20,728 | ||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | $2.20M | 1 % | 70,740 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.61M | 1 % | 4,300 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $1.61M | 1 % | 81,596 |
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