KEYVANTAGE WEALTH, LLC
Q1 2025 13F Holdings
- Locationbethlehem, PA
- Num holdings
94
- Value ($000)
$205,508
- Date Filed05/07/2025
- Form type13F-HR
- CIK0002050555
- 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 |
|---|---|---|---|---|---|---|---|
SCHF SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $20.92M | 10 % | 1,057,767 | ||
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 | $15.52M | 8 % | 189,807 | ||
JAVA JPMORGAN ACTIVE VALUE ETF | ETF | 46641Q167 | $12.38M | 6 % | 194,874 | ||
SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $11.73M | 6 % | 531,224 | ||
JGRO JPMORGAN ACTIVE GROWTH ETF | ETF | 46654Q609 | $11.51M | 6 % | 155,999 | ||
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 808524854 | $11.20M | 6 % | 450,566 | ||
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $8.84M | 4 % | 111,930 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $8.72M | 4 % | 348,295 | ||
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R866 | $6.95M | 3 % | 134,893 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $6.74M | 3 % | 26,064 |
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