KP

KFA Private Wealth Group, LLC

13F
KFA Private Wealth Group, LLC
Last update 2024-10-18 82 Stocks (8 new)
Value $210.00 Mil Turnover 14 %
Countries:
Top Holdings: IVV(18.35%)FBCG(15.11%)FBND(6.06%)SHV(4.91%)ITOT(4.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
KFA Private Wealth Group, 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
IVV 		iShares Core S&P 500 ETF
66,661
38451.280
+2.25%
18.350
+0.40%
0.010
+11.40%
+21.33%
545905.122
 
FBCG 		Fidelity Blue Chip Growth ETF
740,010
31650.230
+66.68%
15.110
+6.04%
1.500
+17.14%
+31.70%
2182.090
 
FBND 		Fidelity Total Bond ETF
271,692
12698.870
+44.43%
6.060
+1.86%
0.100
-1.70%
-0.93%
12517.137
 
SHV 		iShares Short Treasury Bond ETF
92,953
10283.340
-21.58%
4.910
-1.46%
0.050
-0.01%
+0.04%
18146.877
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
71,953
9038.680
-23.84%
4.310
-1.39%
0.010
+11.68%
+20.36%
62339.708
 
VTV 		Vanguard Value ETF
49,063
8564.920
-32.76%
4.090
-1.99%
0.010
+8.51%
+16.10%
122992.043
 
IEMG 		iShares Core MSCI Emerging Markets ETF
122,892
7055.230
+103.10%
3.370
+1.71%
0.010
+11.73%
+12.04%
83741.405
 
VO 		Vanguard Mid-Cap ETF
25,492
6725.690
-35.02%
3.210
-1.72%
0.010
+12.13%
+14.64%
67436.749
 
IJH 		iShares Core S&P Mid-Cap ETF
94,106
5864.660
-2.74%
2.800
-0.08%
0.010
+10.08%
+13.84%
93198.127
 
ISTB 		iShares Core 1-5 Year USD Bond ETF
113,817
5540.620
+124.55%
2.640
+1.46%
0.130
-0.54%
+0.74%
4081.561
 

KFA Private Wealth Group, LLC's Historical Top Holdings Breakdowns

KFA Private Wealth Group, 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
FBCG 		Fidelity Blue Chip Growth ETF2024-09-30Add
+6.04%
●
37.45 ($41.37) 44.25
$43.87
6.04%
Add 66.68%
740,010
296,050
VTV 		Vanguard Value ETF2024-09-30Reduce
-1.99%
●
159.75 ($167.43) 174.57
$173.57
3.67%
Reduce -32.76%
49,063
-23,903
FBND 		Fidelity Total Bond ETF2024-09-30Add
+1.86%
●
44.65 ($46.21) 47.21
$45.61
-1.30%
Add 44.43%
271,692
83,574
VO 		Vanguard Mid-Cap ETF2024-09-30Reduce
-1.72%
●
237.84 ($251.14) 263.83
$266.69
6.19%
Reduce -35.02%
25,492
-13,738
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Add
+1.71%
●
50.72 ($54.13) 58.37
$56.67
4.69%
Add 103.1%
122,892
62,384
ISTB 		iShares Core 1-5 Year USD Bond ETF2024-09-30Add
+1.46%
●
47.18 ($48.13) 48.75
$47.91
-0.46%
Add 124.55%
113,817
63,130
SHV 		iShares Short Treasury Bond ETF2024-09-30Reduce
-1.46%
●
110.05 ($110.36) 110.63
$110.17
-0.17%
Reduce -21.58%
92,953
-25,585
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Reduce
-1.39%
●
113.41 ($121.07) 125.62
$126.66
4.62%
Reduce -23.84%
71,953
-22,522
JNK 		SPDR Bloomberg High Yield Bond ETF2024-09-30Add
+1.09%
●
93.65 ($95.95) 97.79
$96.22
0.28%
Add 112.66%
44,016
23,318
IJR 		iShares Core S&P Small-Cap ETF2024-09-30Reduce
-0.98%
●
105.53 ($112.98) 118.34
$117.37
3.89%
Reduce -27.3%
47,208
-17,729

KFA Private Wealth Group, LLC Total Holding History ($B)

To

KFA Private Wealth Group, LLC's Asset Allocation

To

KFA Private Wealth Group, LLC Past Portfolios

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

Top Ranked Articles

  • 1

KFA Private Wealth Group, LLC's Hypothetical Growth since 2024-09-30

KFA Private Wealth Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KFA Private Wealth Group, LLC's Holdings Heat Map

Size field:

KFA Private Wealth Group, LLC's Holdings Bubble Chart

KFA Private Wealth Group, LLC News

  • 1

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