Keyes, Stange & Wooten Wealth Management, LLC
Q2 2025 13F Holdings
- Locationdaytona beach, FL
- Num holdings
72
- Value ($000)
$192,606
- Date Filed08/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $25.08M | 13 % | 725,426 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $24.13M | 13 % | 502,666 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $21.55M | 11 % | 322,413 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $17.08M | 9 % | 220,905 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $15.44M | 8 % | 286,056 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $11.32M | 6 % | 391,008 | ||
DFAW DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $10.68M | 6 % | 159,219 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $9.52M | 5 % | 289,378 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.50M | 5 % | 139,336 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.91M | 4 % | 22,750 |
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