Keewaydin Investments LLC
17 holdingsFiling period: 2026-03-31Current AUM: $352.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 2.18M | $139.5M | $153.7M | 43.62% | -170,760 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 163.1K | $97.5M | $112.0M | 31.78% | -40,665 | 2026-03-31 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 597.2K | $32.3M | $35.1M | 9.96% | -79,059 | 2026-03-31 |
| 4 | EWJ | ISHARES INC | 346.1K | $29.2M | $32.0M | 9.07% | -193,944 | 2026-03-31 |
| 5 | EVLV | EVOLV TECHNOLOGIES HOLDINGS | 692.4K | $4.2M | $3.8M | 1.09% | +52.9K | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 6.4K | $3.7M | $4.4M | 1.24% | +277 | 2026-03-31 |
| 7 | VNQ | VANGUARD INDEX FDS | 40.5K | $3.6M | $4.0M | 1.14% | -29,997 | 2026-03-31 |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 4 | $2.9M | $2.9M | 0.81% | -- | 2026-03-31 |
| 9 | AMLP | ALPS ETF TR | 46.0K | $2.4M | $2.5M | 0.72% | +513 | 2026-03-31 |
| 10 | VB | VANGUARD INDEX FDS | 3.7K | $974K | $1.1M | 0.31% | +115 | 2026-03-31 |
| 11 | EFA | ISHARES TR | 2.6K | $256K | $278K | 0.08% | -- | 2026-03-31 |
| 12 | RWR | SPDR SERIES TRUST | 1.9K | $196K | $225K | 0.06% | -- | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 462 | $135K | $161K | 0.05% | -- | 2026-03-31 |
| 14 | VGK | VANGUARD INTL EQUITY INDEX F | 1.6K | $129K | $142K | 0.04% | -- | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 275 | $46K | $42K | 0.01% | -- | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 275 | $46K | $42K | 0.01% | -- | 2026-03-31 |
| 17 | PEP | PEPSICO INC | 108 | $16K | $14K | 0.00% | -- | 2026-03-31 |
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