Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEATING WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 45 | 166,568,851 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $87,373,247 | 336,180 | 0.05 | 0.05 | 31,743 | 10.43 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 2 | $14,427,497 | 239,262 | 0.01 | 0.01 | 19,287 | 8.77 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $9,545,985 | 189,217 | 0.01 | 0.01 | -102,012 | -35.03 | 03-31-2024 |
| KILROY RLTY CORP | COM | 4 | $6,360,168 | 174,586 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
