Keewaydin Investments LLC
19 holdingsFiling period: 2026-06-30Current AUM: $349.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 2.09M | $149.0M | $149.5M | 42.84% | -86,016 | 2026-06-30 |
| 2 | VOO | VANGUARD INDEX FDS | 162.5K | $111.6M | $113.1M | 32.40% | -663 | 2026-06-30 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 546.4K | $32.6M | $32.4M | 9.27% | -50,859 | 2026-06-30 |
| 4 | EWJ | ISHARES INC | 324.7K | $30.3M | $31.5M | 9.02% | -21,399 | 2026-06-30 |
| 5 | QQQ | INVESCO QQQ TR | 6.4K | $4.7M | $4.5M | 1.29% | -- | 2026-06-30 |
| 6 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 692.4K | $4.0M | $3.5M | 1.01% | -- | 2026-06-30 |
| 7 | VNQ | VANGUARD INDEX FDS | 41.0K | $4.0M | $3.9M | 1.10% | +517 | 2026-06-30 |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | $3.0M | 0.86% | -- | 2026-06-30 |
| 9 | VTI | VANGUARD INDEX FDS | 7.5K | $2.8M | $2.8M | 0.81% | -- | 2026-06-30 |
| 10 | AMLP | ALPS ETF TR | 47.2K | $2.4M | $2.6M | 0.75% | +1.2K | 2026-06-30 |
| 11 | VB | VANGUARD INDEX FDS | 3.7K | $1.1M | $1.1M | 0.31% | -- | 2026-06-30 |
| 12 | VGIT | VANGUARD SCOTTSDALE FDS | 5.0K | $293K | $284K | 0.08% | -- | 2026-06-30 |
| 13 | EFA | ISHARES TR | 2.6K | $274K | $278K | 0.08% | -- | 2026-06-30 |
| 14 | RWR | SPDR SERIES TRUST | 1.9K | $220K | $213K | 0.06% | -- | 2026-06-30 |
| 15 | JPM | JPMORGAN CHASE & CO | 462 | $151K | $163K | 0.05% | -- | 2026-06-30 |
| 16 | VGK | VANGUARD INTL EQUITY INDEX F | 1.6K | $139K | $140K | 0.04% | -- | 2026-06-30 |
| 17 | XOM | EXXON MOBIL CORP | 275 | $37K | $46K | 0.01% | -- | 2026-06-30 |
| 18 | XOM | EXXON MOBIL CORP | 275 | $37K | $46K | 0.01% | -- | 2026-06-30 |
| 19 | PEP | PEPSICO INC | 108 | $14K | $14K | 0.00% | -- | 2026-06-30 |
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