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Size ($ in 1000's)
At 12/31/2023: $94,145
At 09/30/2023: $0
Keyes Stange & Wooten Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keyes Stange & Wooten Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Keyes Stange & Wooten Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Keyes Stange & Wooten Wealth Management LLC.
In the Keyes Stange & Wooten Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Keyes Stange & Wooten Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Keyes Stange & Wooten Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAI) |
631,930 |
+631,930 |
$18,098 | | DFAI | 631,930 | +631,930 | $18,098 | | DIMENSIONAL ETF TRUST (DFAT) |
270,707 |
+270,707 |
$14,166 | | DFAT | 270,707 | +270,707 | $14,166 | | AMERICAN CENTY ETF TR (AVLV) |
138,964 |
+138,964 |
$8,027 | | AVLV | 138,964 | +138,964 | $8,027 | | DIMENSIONAL ETF TRUST (DFAE) |
289,808 |
+289,808 |
$6,987 | | DFAE | 289,808 | +289,808 | $6,987 | | DIMENSIONAL ETF TRUST (DISV) |
262,114 |
+262,114 |
$6,759 | | DISV | 262,114 | +262,114 | $6,759 | | VANGUARD INDEX FDS (VTI) |
26,157 |
+26,157 |
$6,205 | | VTI | 26,157 | +26,157 | $6,205 | | APPLE INC |
13,293 |
+13,293 |
$2,559 | | AAPL | 13,293 | +13,293 | $2,559 | | DIMENSIONAL ETF TRUST (DFEM) |
78,586 |
+78,586 |
$1,962 | | DFEM | 78,586 | +78,586 | $1,962 | | VANGUARD BD INDEX FDS (BIV) |
25,145 |
+25,145 |
$1,921 | | BIV | 25,145 | +25,145 | $1,921 | | MICROSOFT CORP |
4,613 |
+4,613 |
$1,735 | | MSFT | 4,613 | +4,613 | $1,735 | | JPMORGAN CHASE & CO |
8,195 |
+8,195 |
$1,394 | | JPM | 8,195 | +8,195 | $1,394 | | SPDR SER TR (SDY) |
10,998 |
+10,998 |
$1,374 | | SDY | 10,998 | +10,998 | $1,374 | | EATON CORP PLC |
4,465 |
+4,465 |
$1,075 | | ETN | 4,465 | +4,465 | $1,075 | | MARATHON PETE CORP |
7,207 |
+7,207 |
$1,069 | | MPC | 7,207 | +7,207 | $1,069 | | HOME DEPOT INC |
2,975 |
+2,975 |
$1,031 | | HD | 2,975 | +2,975 | $1,031 | | BROADCOM INC |
863 |
+863 |
$963 | | AVGO | 863 | +863 | $963 | | ISHARES INC (IEMG) |
18,927 |
+18,927 |
$957 | | IEMG | 18,927 | +18,927 | $957 | | MOTOROLA SOLUTIONS INC |
2,922 |
+2,922 |
$915 | | MSI | 2,922 | +2,922 | $915 | | MERCK & CO INC |
7,945 |
+7,945 |
$866 | | MRK | 7,945 | +7,945 | $866 | | CHUBB LIMITED |
3,812 |
+3,812 |
$862 | | CB | 3,812 | +3,812 | $862 | | CME GROUP INC |
3,482 |
+3,482 |
$733 | | CME | 3,482 | +3,482 | $733 | | WALMART INC |
4,624 |
+4,624 |
$729 | | WMT | 4,624 | +4,624 | $729 | | UNION PAC CORP |
2,875 |
+2,875 |
$706 | | UNP | 2,875 | +2,875 | $706 | | DEVON ENERGY CORP NEW |
14,597 |
+14,597 |
$661 | | DVN | 14,597 | +14,597 | $661 | | AIR PRODS & CHEMS INC |
2,342 |
+2,342 |
$641 | | APD | 2,342 | +2,342 | $641 | | DARDEN RESTAURANTS INC |
3,902 |
+3,902 |
$641 | | DRI | 3,902 | +3,902 | $641 | | COMCAST CORP NEW |
14,232 |
+14,232 |
$624 | | CMCSA | 14,232 | +14,232 | $624 | | DIMENSIONAL ETF TRUST (DFSD) |
12,308 |
+12,308 |
$579 | | DFSD | 12,308 | +12,308 | $579 | | VERIZON COMMUNICATIONS INC |
15,008 |
+15,008 |
$566 | | VZ | 15,008 | +15,008 | $566 |  BERKSHIRE HATHAWAY INC DEL |
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$562 | | BRK.B | 1,575 | +1,575 | $562 | | MEDTRONIC PLC |
6,774 |
+6,774 |
$558 | | MDT | 6,774 | +6,774 | $558 | | BROWN & BROWN INC |
7,597 |
+7,597 |
$540 | | BRO | 7,597 | +7,597 | $540 | | CISCO SYS INC |
9,324 |
+9,324 |
$471 | | CSCO | 9,324 | +9,324 | $471 | | DISNEY WALT CO |
5,172 |
+5,172 |
$467 | | DIS | 5,172 | +5,172 | $467 | | VANGUARD STAR FDS (VXUS) |
7,709 |
+7,709 |
$447 | | VXUS | 7,709 | +7,709 | $447 | | QUANTA SVCS INC |
2,018 |
+2,018 |
$435 | | PWR | 2,018 | +2,018 | $435 | | META PLATFORMS INC |
1,224 |
+1,224 |
$433 | | META | 1,224 | +1,224 | $433 | | JOHNSON & JOHNSON |
2,707 |
+2,707 |
$424 | | JNJ | 2,707 | +2,707 | $424 | | VANGUARD TAX MANAGED FDS (VEA) |
8,686 |
+8,686 |
$416 | | VEA | 8,686 | +8,686 | $416 | | AMAZON COM INC |
2,665 |
+2,665 |
$405 | | AMZN | 2,665 | +2,665 | $405 | | ALPHABET INC |
2,397 |
+2,397 |
$335 | | GOOGL | 2,397 | +2,397 | $335 | | PEPSICO INC |
1,933 |
+1,933 |
$328 | | PEP | 1,933 | +1,933 | $328 | | BEST BUY INC |
3,538 |
+3,538 |
$277 | | BBY | 3,538 | +3,538 | $277 | | SOUTHSTATE CORPORATION |
3,234 |
+3,234 |
$273 | | SSB | 3,234 | +3,234 | $273 | | TRANE TECHNOLOGIES PLC |
1,094 |
+1,094 |
$267 | | TT | 1,094 | +1,094 | $267 | | NEXTERA ENERGY INC |
4,373 |
+4,373 |
$266 | | NEE | 4,373 | +4,373 | $266 | | SPDR S&P 500 ETF TR (SPY) |
547 |
+547 |
$260 | | SPY | 547 | +547 | $260 | | VISA INC |
976 |
+976 |
$254 | | V | 976 | +976 | $254 | | UNITEDHEALTH GROUP INC |
463 |
+463 |
$244 | | UNH | 463 | +463 | $244 | | COCA COLA CO |
3,963 |
+3,963 |
$234 | | KO | 3,963 | +3,963 | $234 |
See Full List: All Stocks Held By Keyes Stange & Wooten Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Keyes Stange & Wooten Wealth Management LLC
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