KF

KMS FINANCIAL SERVICES, INC

13F
KMS FINANCIAL SERVICES, INC
Last update 2014-11-17 491 Stocks (24 new)
Value $682.00 Mil Turnover 6 %
Countries:
Top Holdings: undefined(undefined%)
KMS FINANCIAL SERVICES, INC Top Holdings of 2014-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
333,266
33,217.0
+4.15%
4.870
+0.19%
0.110
+9.61%
+3.93%
153,554.9
 
AAPL
Apple Inc
1,050,884
26,460.0
+8.12%
3.880
+0.29%
0.000
-9.12%
-19.81%
2,992,243.4
Hardware
BRK.B
Berkshire Hathaway Inc
153,314
21,179.0
+0.29%
3.110
+0.01%
0.010
-6.76%
+8.16%
1,058,141.9
Insurance
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
278,335
18,484.0
+8.06%
2.710
+0.20%
0.070
+1.88%
+4.28%
57,551.2
 
BSV
Vanguard Short-Term Bond ETF
228,995
18,336.0
+11.22%
2.690
+0.27%
0.050
+1.52%
+3.05%
38,727.6
 
VIG
Vanguard Dividend Appreciation FTF
212,458
16,349.0
+0.16%
2.400
0%
0.050
+3.37%
+3.71%
87,676.8
 
BND
Vanguard Total Bond Market ETF
156,000
12,781.0
+11.97%
1.870
+0.20%
0.010
+0.97%
+3.14%
127,046.8
 
JNJ
Johnson & Johnson
113,699
12,119.0
+7.47%
1.780
+0.12%
0.000
-6.36%
+6.58%
364,784.8
Drug Manufacturers
MSFT
Microsoft Corp
228,239
10,557.0
+1.26%
1.550
+0.02%
0.000
+24.12%
+15.99%
3,619,723.2
Software
GE
General Electric Co
51,214
10,497.0
+3.35%
1.540
+0.05%
0.040
+17.65%
+48.56%
263,749.4
Aerospace & Defense

KMS FINANCIAL SERVICES, INC's Historical Top Holdings Breakdowns

KMS FINANCIAL SERVICES, INC Total Holding History ($B)

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KMS FINANCIAL SERVICES, INC's Asset Allocation

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KMS FINANCIAL SERVICES, INC Past Portfolios

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

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KMS FINANCIAL SERVICES, INC's Hypothetical Growth since 2014-09-30

KMS FINANCIAL SERVICES, INC's Yearly Returns

Year Portfolio % % Excess Gain %

KMS FINANCIAL SERVICES, INC's Holdings Heat Map

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