Keyes, Stange & Wooten Wealth Management, LLC
Q1 2025 13F Holdings
- Locationdaytona beach, FL
- Num holdings
66
- Value ($000)
$175,910
- Date Filed05/05/2025
- Form type13F-HR
- CIK0002011352
- 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 |
|---|---|---|---|---|---|---|---|
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $24.15M | 14 % | 508,190 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $22.88M | 13 % | 732,665 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $20.05M | 11 % | 326,955 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $14.54M | 8 % | 282,363 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $13.69M | 8 % | 178,797 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $9.94M | 6 % | 384,010 | ||
DFAW DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $9.87M | 6 % | 161,064 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $8.89M | 5 % | 136,363 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $8.68M | 5 % | 298,206 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.53M | 4 % | 23,773 |
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