account_balance
Investment manager · 13F filer · SEC CIK 1785498
Keudell/Morrison Wealth Management
Reported value$562Mas of Sep 30, 2026
Positions253 17 new, 18 sold out
Top 10 weight42.3%SCHD alone is 9%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab Strategic Tr
9.3%Trimmed −5%
FLXRTCW ETF Trust
6.9%
DFACDimensional ETF Trust
5.4%Added +3%
VWOBVanguard Whitehall FDS
4.3%Added +3%
AAPLApple Inc.
4.1%Added +3%
TPYPTortoise Capital Series Trus
2.7%Added +3%
FNDFSchwab Strategic Tr
2.6%Added +8%
LVHILegg Mason ETF Invt
2.5%Added +3%
EDIVSPDR Index SHS FDS
2.3%+8%
BIVVanguard Bd Index FDS
2.1%+1755%
VYMVanguard Whitehall FDS
2.0%
MSFTMicrosoft Corp
1.8%
SCHDSchwab Strategic Tr
9.3%Trimmed −5%
FLXRTCW ETF Trust
6.9%
DFACDimensional ETF Trust
5.4%
VWOBVanguard Whitehall FDS
4.3%
AAPLApple Inc.
4.1%+3%
TPYPTortoise Capital Series Trus
2.7%
FNDFSchwab Strategic Tr
2.6%
LVHILegg Mason ETF Invt
2.5%
EDIV2.3%
BIV2.1%
VYM2.0%
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Schwab Strategic Tr 9.3% Trimmed −5%
FLXR TCW ETF Trust 6.9% Held
DFAC Dimensional ETF Trust 5.4% Added +3%
VWOB Vanguard Whitehall FDS 4.3% Added +3%
AAPL Apple Inc. 4.1% Added +3%TPYP Tortoise Capital Series Trus 2.7% Added +3%
FNDF Schwab Strategic Tr 2.6% Added +8%
LVHI Legg Mason ETF Invt 2.5% Added +3%
EDIV SPDR Index SHS FDS 2.3% Added +8%
BIV Vanguard Bd Index FDS 2.1% Added +1755%
VYM Vanguard Whitehall FDS 2.0% Held
MSFT Microsoft Corp 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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