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
+2.70%
+1.52%
151,459.4
 
AAPL
Apple Inc
1,050,884
26,460.0
+8.12%
3.880
+0.29%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
BRK.B
Berkshire Hathaway Inc
153,314
21,179.0
+0.29%
3.110
+0.01%
0.010
-2.14%
+10.93%
1,085,014.8
Insurance
VYM
Vanguard High Dividend Yield Indx ETF
278,335
18,484.0
+8.06%
2.710
+0.20%
0.070
-2.82%
+2.10%
56,990.9
 
BSV
Vanguard Short-Term Bond ETF
228,995
18,336.0
+11.22%
2.690
+0.27%
0.050
+1.17%
+2.59%
38,520.3
 
VIG
Vanguard Dividend Appreciation FTF
212,458
16,349.0
+0.16%
2.400
0%
0.050
-1.67%
+2.00%
86,584.9
 
BND
Vanguard Total Bond Market ETF
156,000
12,781.0
+11.97%
1.870
+0.20%
0.010
-0.49%
+2.27%
126,175.3
 
JNJ
Johnson & Johnson
113,699
12,119.0
+7.47%
1.780
+0.12%
0.000
-5.02%
+9.24%
373,903.8
Drug Manufacturers
MSFT
Microsoft Corp
228,239
10,557.0
+1.26%
1.550
+0.02%
0.000
+16.58%
+10.02%
3,433,612.3
Software
GE
General Electric Co
51,214
10,497.0
+3.35%
1.540
+0.05%
0.040
+19.79%
+48.65%
263,909.4
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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