Keudell/Morrison Wealth Management
Q2 2025 13F Holdings
- Locationsalem, OR
- Num holdings
228
- Value ($000)
$450,665
- Date Filed 07/22/2025
- Form type13F-HR
- CIK 0001785498
- 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 |
|---|---|---|---|---|---|---|---|
F VANECK ETF TRUST | IG FLOATING RATE | 92189F486 | $41.05M | 9 % | 1,609,862 | ||
F FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | $37.31M | 8 % | 1,539,692 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $31.06M | 7 % | 1,172,084 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $25.29M | 6 % | 631,963 | ||
V VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $20.04M | 4 % | 150,324 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $15.69M | 4 % | 437,749 | ||
H SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 | $14.72M | 3 % | 489,872 | ||
A APPLE INC | COM | 037833100 | $13.68M | 3 % | 66,697 | ||
V VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $13.32M | 3 % | 203,772 | ||
DIMENSIONAL ETF TRUST | EMERGING MRKTETS | 25434V534 | $10.59M | 2 % | 194,051 |
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