Kearns & Associates LLC

Q2 2025 13F Holdings

  • Location
    palos verdes estates, CA
  • Num holdings

    44

  • Value ($000)

    $174,444

  • Date Filed
    07/09/2025
  • Form type
    13F-HR
  • CIK
    0001908695
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$52.84M
30 %

173,841

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$51.95M
30 %

91,459

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$17.66M
10 %

309,717

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$9.23M
5 %

38,954

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$5.94M
3 %

9,610

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$5.28M
3 %

106,700

AAPL
AAPL

APPLE INC

COM
$4.25M
2 %

20,728

---

ROYALTY PHARMA PLC

SHS CLASS A
$2.55M
2 %

70,740

MSFT
MSFT

MICROSOFT CORP

COM
$2.14M
1 %

4,300

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$1.86M
1 %

83,971

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 44