KC Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KI KC Investment Advisors, LLC | Institutional Filer | ▲ 4.50% | $428.3M | 180 |
Current Portfolio Holdings
Showing all 180 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 139K | $82.9M | 19.35% |
| 2 | IVV | ISHARES TR | — | 47K | $30.9M | 7.22% |
| 3 | BOXX | EA SERIES TRUST | — | 134K | $15.6M | 3.64% |
| 4 | VUG | VANGUARD INDEX FDS | — | 34K | $14.7M | 3.43% |
| 5 | SGOV | ISHARES TR | — | 129K | $13.0M | 3.04% |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 263K | $12.1M | 2.83% |
| 7 | IEFA | ISHARES TR | — | 113K | $10.3M | 2.39% |
| 8 | SPIB | SPDR SERIES TRUST | — | 300K | $10.1M | 2.35% |
| 9 | CAIE | CALAMOS ETF TR | — | 327K | $8.2M | 1.92% |
| 10 | DYNF | BLACKROCK ETF TRUST | — | 137K | $8.0M | 1.87% |
| 11 | IUSB | ISHARES TR | — | 170K | $7.9M | 1.83% |
| 12 | IEMG | ISHARES INC | — | 111K | $7.7M | 1.81% |
| 13 | EVTR | MORGAN STANLEY ETF TRUST | — | 152K | $7.7M | 1.80% |
| 14 | GMUB | GOLDMAN SACHS ETF TR | — | 142K | $7.2M | 1.69% |
| 15 | VCRB | VANGUARD MALVERN FDS | — | 85K | $6.6M | 1.53% |
Showing 1 to 15 of 180 holdings