KW

KEYVANTAGE WEALTH, LLC

13F
KEYVANTAGE WEALTH, LLC
Last update 2025-05-07 94 Stocks (8 new)
Value $206.00 Mil Turnover 52 %
Countries:
Top Holdings: SCHF(10.18%)VCIT(7.55%)JAVA(6.03%)SCHX(5.71%)JGRO(5.60%)
Summary Stock Picks Current Portfolio
KEYVANTAGE WEALTH, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF
Schwab International Equity ETF
1,057,767
20,922.6
+79.86%
10.180
+4.52%
0.050
+14.35%
+20.03%
48,862.9
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
189,807
15,518.6
+3,993.31%
7.550
+7.37%
0.030
+3.63%
+4.54%
52,944.2
 
JAVA
JPMorgan Active Value ETF
194,874
12,382.3
+1,233.47%
6.030
+5.58%
0.370
+10.77%
+5.83%
3,775.6
 
SCHX
Schwab U.S. Large-Cap ETF
531,224
11,729.4
-14.77%
5.710
-1.53%
0.020
+16.76%
+7.41%
56,597.1
 
JGRO
JPMorgan Active Growth ETF
155,999
11,511.2
+1,170.25%
5.600
+5.16%
0.230
+20.30%
+6.47%
6,491.8
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
450,566
11,201.1
New Holding
5.450
+5.45%
0.110
+1.18%
+3.94%
10,839.9
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
111,930
8,835.8
New Holding
4.300
+4.30%
0.030
+2.14%
+3.54%
34,907.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
348,295
8,721.3
-13.77%
4.240
-1.11%
0.020
+20.22%
+5.88%
44,621.2
 
MUNI
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
134,893
6,953.7
+139.15%
3.380
+1.97%
0.360
+1.98%
+0.54%
2,003.3
 
VO
Vanguard Mid-Cap ETF
26,064
6,740.7
+1,509.88%
3.280
+3.08%
0.010
+15.23%
+8.16%
79,692.6
 

KEYVANTAGE WEALTH, LLC's Historical Top Holdings Breakdowns

KEYVANTAGE WEALTH, 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
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+7.37%
●
79.17 ($80.9) 82.04
$82.00
1.36%
Add 3993.31%
189,807
185,170
JAVA
JPMorgan Active Value ETF
2025-03-31
Add
Add
+5.58%
●
61.9 ($64.92) 66.89
$66.56
2.53%
Add 1233.47%
194,874
180,260
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
New Buy
New Buy
+5.45%
●
24.05 ($24.48) 24.86
$24.76
1.14%
New holding
450,566
450,566
JGRO
JPMorgan Active Growth ETF
2025-03-31
Add
Add
+5.16%
●
73.37 ($80.4) 85.29
$86.27
7.30%
Add 1170.25%
155,999
143,718
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+4.52%
●
18.36 ($19.62) 20.51
$22.06
12.44%
Add 79.86%
1,057,767
469,665
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
New Buy
New Buy
+4.30%
●
77.7 ($78.41) 78.94
$79.05
0.82%
New holding
111,930
111,930
FBND
Fidelity Total Bond ETF
2025-03-31
Reduce
Reduce
-3.14%
●
44.41 ($45.29) 45.98
$45.40
0.24%
Reduce -70.93%
40,059
-97,734
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+3.08%
●
251.87 ($268.43) 277.95
$283.33
5.55%
Add 1509.88%
26,064
24,445
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+3.04%
●
25.35 ($26.59) 27.46
$29.91
12.49%
Add 1846.44%
248,774
235,993
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-2.61%
●
44.72 ($45.57) 46.25
$45.72
0.33%
Reduce -64.35%
44,778
-80,824

KEYVANTAGE WEALTH, LLC Total Holding History ($B)

To

KEYVANTAGE WEALTH, LLC's Asset Allocation

To

KEYVANTAGE WEALTH, LLC Past Portfolios

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

Top Ranked Articles

  • 1

KEYVANTAGE WEALTH, LLC's Hypothetical Growth since 2025-03-31

KEYVANTAGE WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KEYVANTAGE WEALTH, LLC's Holdings Heat Map

Size field:

KEYVANTAGE WEALTH, LLC's Holdings Bubble Chart

KEYVANTAGE WEALTH, LLC News

  • 1

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