KFA Private Wealth Group

KFA Private Wealth Group as of March 31, 2022

Portfolio Holdings for KFA Private Wealth Group

KFA Private Wealth Group holds 71 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.2 $48M 106k 453.69
Vanguard Index Fds Mid Cap Etf (VO) 9.3 $19M 78k 237.84
Ishares Tr Core S&p Scp Etf (IJR) 5.9 $12M 110k 107.88
Vanguard Index Fds Value Etf (VTV) 5.6 $11M 76k 147.78
Ishares Tr Core High Dv Etf (HDV) 5.0 $9.9M 93k 106.89
Ishares Tr Core S&p Ttl Stk (ITOT) 4.9 $9.7M 96k 100.94
Vaneck Etf Trust Investment Grd (FLTR) 4.0 $7.9M 315k 25.10
Ishares Tr S&p 500 Val Etf (IVE) 3.5 $6.9M 44k 155.71
Ishares Tr Short Treas Bd (SHV) 3.3 $6.6M 59k 110.26
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $6.3M 24k 268.35
Ishares Tr Russell 2000 Etf (IWM) 2.6 $5.1M 25k 205.25
Apple (AAPL) 2.4 $4.8M 27k 174.62
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $4.3M 41k 107.10
Ishares Tr Core Msci Total (IXUS) 1.9 $3.8M 57k 66.58
Blackrock Debt Strategies Com New (DSU) 1.5 $3.0M 287k 10.42
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.8M 13k 212.52
Ishares Tr Core Total Usd (IUSB) 1.4 $2.8M 56k 49.63
Spdr Ser Tr S&p Homebuild (XHB) 1.2 $2.4M 38k 63.19
Microsoft Corporation (MSFT) 1.0 $2.1M 6.8k 308.32
Amazon (AMZN) 0.8 $1.7M 511.00 3260.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.6M 3.6k 451.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $1.3M 16k 83.35
UnitedHealth (UNH) 0.7 $1.3M 2.6k 509.80
Select Sector Spdr Tr Technology (XLK) 0.6 $1.2M 7.8k 158.97
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $1.2M 27k 43.95
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.2M 8.5k 137.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.1M 2.7k 415.18
Johnson & Johnson (JNJ) 0.6 $1.1M 6.2k 177.23
Ishares Tr National Mun Etf (MUB) 0.5 $1.0M 9.5k 109.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.0M 2.9k 352.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $992k 17k 59.72
Alphabet Cap Stk Cl C (GOOG) 0.5 $905k 324.00 2793.21
Spdr Gold Tr Gold Shs (GLD) 0.5 $903k 5.0k 180.74
NVIDIA Corporation (NVDA) 0.4 $816k 3.0k 272.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $725k 3.2k 227.70
Ishares Core Msci Emkt (IEMG) 0.3 $618k 11k 55.53
Coca-Cola Company (KO) 0.3 $602k 9.7k 62.00
Ishares Tr Core Msci Eafe (IEFA) 0.3 $573k 8.2k 69.54
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $572k 8.6k 66.35
Tesla Motors (TSLA) 0.3 $546k 507.00 1076.92
Wal-Mart Stores (WMT) 0.3 $543k 3.6k 148.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $529k 1.00 529000.00
Vanguard Index Fds Growth Etf (VUG) 0.3 $527k 1.8k 287.82
Ishares Tr Msci Eafe Etf (EFA) 0.2 $454k 6.2k 73.67
Abbott Laboratories (ABT) 0.2 $441k 3.7k 118.45
Alphabet Cap Stk Cl A (GOOGL) 0.2 $437k 157.00 2783.44
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $426k 4.5k 94.84
Netflix (NFLX) 0.2 $369k 985.00 374.62
Abbvie (ABBV) 0.2 $360k 2.2k 162.31
Walt Disney Company (DIS) 0.2 $352k 2.6k 136.97
McDonald's Corporation (MCD) 0.2 $344k 1.4k 247.13
Select Sector Spdr Tr Financial (XLF) 0.2 $337k 8.8k 38.37
Meta Platforms Cl A (META) 0.2 $336k 1.5k 222.22
Procter & Gamble Company (PG) 0.2 $331k 2.2k 152.89
Costco Wholesale Corporation (COST) 0.2 $327k 568.00 575.70
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $320k 3.0k 105.75
Amgen (AMGN) 0.2 $315k 1.3k 241.75
Ark Etf Tr Innovation Etf (ARKK) 0.2 $313k 4.7k 66.22
Visa Com Cl A (V) 0.2 $308k 1.4k 222.06
At&t (T) 0.1 $289k 12k 23.62
Home Depot (HD) 0.1 $282k 941.00 299.68
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $274k 3.2k 86.65
Iridium Communications (IRDM) 0.1 $273k 6.8k 40.28
Ishares Tr Us Aer Def Etf (ITA) 0.1 $260k 2.4k 110.64
JPMorgan Chase & Co. (JPM) 0.1 $254k 1.9k 136.34
Intel Corporation (INTC) 0.1 $231k 4.7k 49.45
Exxon Mobil Corporation (XOM) 0.1 $227k 2.7k 82.64
Verizon Communications (VZ) 0.1 $219k 4.3k 50.88
Mastercard Incorporated Cl A (MA) 0.1 $215k 602.00 357.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $211k 582.00 362.54
Hut 8 Mng Corp 0.0 $61k 11k 5.49