KA

Kearns & Associates LLC

13F
Kearns & Associates LLC
Last update 2024-10-29 43 Stocks (2 new)
Value $152.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(32.24%)VTI(28.86%)VEA(8.88%)VB(6.17%)SPY(3.65%)
Portfolio Report
Summary Stock Picks Current Portfolio
Kearns & Associates LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
92,676
48902.580
-0.22%
32.240
-0.07%
0.010
+12.76%
+25.90%
512010.132
 
VTI 		Vanguard Total Stock Market ETF
154,593
43774.580
+23.30%
28.860
+5.45%
0.010
+13.34%
+25.08%
440602.207
 
VEA 		Vanguard FTSE Developed Markets ETF
254,990
13466.030
+7.33%
8.880
+0.61%
0.010
+3.12%
+4.91%
137683.596
 
VB 		Vanguard Small Cap ETF
39,458
9359.800
+1.02%
6.170
+0.06%
0.020
+15.03%
+18.66%
63030.413
 
SPY 		S&P 500 ETF TRUST ETF
9,650
5536.780
-0.92%
3.650
-0.04%
0.000
+12.73%
+25.85%
618697.219
 
VWO 		Vanguard FTSE Emerging Markets ETF
104,146
4983.390
+0.45%
3.290
+0.01%
0.010
+7.71%
+13.84%
78669.011
 
AAPL 		Apple Inc
20,728
4829.620
0%
3.180
0%
0.000
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
4,300
1850.290
0%
1.220
0%
0.000
+5.12%
+12.98%
3141534.523
Software
SCHF 		Schwab International Equity ETF
77,528
1593.980
+100.00%
1.050
+0.53%
0.000
+3.27%
+5.84%
40489.200
 
PJUL 		Innovator U.S. Equity Power Buffer ETF - July
25,755
1042.560
+300.54%
0.690
+0.52%
0.110
+6.93%
+13.79%
993.468
 

Kearns & Associates LLC's Historical Top Holdings Breakdowns

Kearns & Associates LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+5.45%
●
255.18 ($272.76) 283.2
$296.71
8.78%
Add 23.3%
154,593
29,211
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.61%
●
47.6 ($50.85) 53.31
$50.25
-1.18%
Add 7.33%
254,990
17,424
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.53%
●
18.49 ($19.77) 20.77
$19.56
-1.06%
Add 100%
77,528
19,382
PJUL 		Innovator U.S. Equity Power Buffer ETF - July2024-09-30Add
+0.52%
●
37.89 ($39.4) 40.48
$41.18
4.52%
Add 300.54%
25,755
19,325
VUG 		Vanguard Growth ETF2024-09-30New Buy
+0.24%
●
341.08 ($371.89) 391.94
$408.08
9.73%
New holding
965
965
PGR 		Progressive Corp2024-09-30Sold Out
-0.16%
●
209.46 ($232.5) 259.24
$261.52
12.48%
Sold Out
0
-1,000
UNH 		UnitedHealth Group Inc2024-09-30New Buy
+0.14%
●
488.01 ($565.61) 604.18
$615.81
8.88%
New holding
375
375
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.07%
●
475.2 ($508.3) 527.7
$549.95
8.19%
Reduce -0.22%
92,676
-200
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.06%
●
214.77 ($227.22) 237.72
$253.14
11.41%
Add 1.02%
39,458
398
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-0.04%
●
517.38 ($552.93) 573.76
$598.19
8.19%
Reduce -0.92%
9,650
-90

Kearns & Associates LLC Total Holding History ($B)

To

Kearns & Associates LLC's Asset Allocation

To

Kearns & Associates LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kearns & Associates LLC's Hypothetical Growth since 2024-09-30

Kearns & Associates LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kearns & Associates LLC's Holdings Heat Map

Size field:

Kearns & Associates LLC's Holdings Bubble Chart

Kearns & Associates LLC News

  • 1

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