Fund HoldingsKeel Point, LLC

Total Portfolio Value
$1.11B
Total Bought
$214.06M
Total Sold
$68.51M
Net Transaction
+$145.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NETFLIX INC(NFLX)7,63869,317+61,6794,63944,9194.06%+40,280
INTUITIVE SURGICAL INC4,25227,315+23,0631,69712,8171.16%+11,120
BOOKING HOLDINGS INC(BKNG)2193,179+2,96079511,3421.02%+10,547
APPLE INC(AAPL)0101,252+101,252022,4042.02%+22,404
TESLA INC(TSLA)053,597+53,597011,1391.01%+11,139
VANGUARD INDEX FDS289,099297,040+7,941138,970147,98813.36%+9,019
AMAZON COM INC(AMZN)53,27888,504+35,2269,61015,0661.36%+5,456
ISHARES TR11,78156,726+44,9451,3026,2740.57%+4,972
SPDR S&P 500 ETF TR(SPY)0121,373+121,373065,7895.94%+65,789
AUTOMATIC DATA PROCESSING IN018,159+18,15904,7560.43%+4,756
NVIDIA CORPORATION(NVDA)8,805103,679+94,8747,95512,0411.09%+4,086
VANGUARD INDEX FDS37,59861,207+23,6096,59010,4190.94%+3,829
ALPHABET INC(GOOG)11,61727,838+16,2211,7694,6190.42%+2,850
ISHARES TR357,561377,555+19,99435,02037,8013.41%+2,781
MERCADOLIBRE INC(MELI)6171,884+1,2679333,6100.33%+2,677
VANGUARD TAX-MANAGED FDS569,394623,171+53,77728,56730,9842.80%+2,418
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
72,278158,636+86,3581,7783,9610.36%+2,183
SPDR GOLD TR(GLD)82,12782,480+35316,89518,8101.70%+1,915
SOUTHERN CO(SO)094,085+94,08508,2040.74%+8,204
ISHARES TR65,58282,604+17,0226,2088,0420.73%+1,834
BERKSHIRE HATHAWAY INC DEL6,69710,187+3,4902,8164,4050.40%+1,589
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
046,441+46,44101,5820.14%+1,582
LOWES COS INC(LOW)011,352+11,35202,6810.24%+2,681
ISHARES SILVER TR(SLV)0141,270+141,27003,5910.32%+3,591
DIMENSIONAL ETF TRUST
US CORE EQT MKT
039,026+39,02601,4600.13%+1,460
ALPHABET INC(GOOG)60,96264,058+3,0969,20110,5160.95%+1,315
ISHARES TR010,623+10,62302,2090.20%+2,209
META PLATFORMS INC(META)9,80711,432+1,6254,7626,0420.55%+1,280
SPDR SER TR
ST STR BLO 1 ETF
012,383+12,38301,1340.10%+1,134
JPMORGAN CHASE & CO.(JPM)10,11015,079+4,9692,0253,1360.28%+1,111
LATHAM GROUP INC(SWIM)0201,264+201,26401,1070.10%+1,107
ISHARES TR2,6364,532+1,8961,3862,4700.22%+1,084
STARBUCKS CORP(SBUX)8,18218,504+10,3227481,7750.16%+1,027
VANGUARD INDEX FDS06,286+6,28602,2900.21%+2,290
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
018,043+18,04301,5160.14%+1,516
ELI LILLY & CO(LLY)2,2263,019+7931,7322,7420.25%+1,010
ELEVATION SERIES TRUST27,17558,924+31,7498081,7410.16%+933
VANGUARD INDEX FDS013,009+13,00902,1370.19%+2,137
RTX CORPORATION(RTX)010,436+10,43601,2200.11%+1,220
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
14,70343,873+29,1704441,3140.12%+870
ISHARES TR8,38724,263+15,8764561,3060.12%+849
AXOS FINANCIAL INC(AX)013,298+13,29808340.08%+834
EXXON MOBIL CORP018,786+18,78602,2140.20%+2,214
ISHARES TR75,16879,737+4,56913,46314,2641.29%+801
ZILLOW GROUP INC(Z)013,508+13,50807210.07%+721
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
020,212+20,21207070.06%+707
VANGUARD INDEX FDS025,664+25,66402,3410.21%+2,341
ISHARES TR8,30811,109+2,8011,6212,3130.21%+692
PROCTER AND GAMBLE CO(PG)012,762+12,76202,1350.19%+2,135
TIMOTHY PLAN12,75530,689+17,9344611,0980.10%+637
COSTCO WHSL CORP NEW(COST)01,926+1,92601,6650.15%+1,665
ZOETIS INC(ZTS)05,387+5,38701,0150.09%+1,015
ABBVIE INC(ABBV)6,2449,169+2,9251,1371,7530.16%+616
GOLDMAN SACHS BDC INC(GSBD)044,175+44,17506020.05%+602
ORACLE CORP(ORCL)8,50912,371+3,8621,0691,6610.15%+592
COCA COLA CO(KO)024,831+24,83101,7000.15%+1,700
UNITEDHEALTH GROUP INC(UNH)04,506+4,50602,5880.23%+2,588
TEXAS INSTRS INC(TXN)05,253+5,25301,0360.09%+1,036
ISHARES TR051,534+51,53403,0460.28%+3,046
CHIPOTLE MEXICAN GRILL INC(CMG)016,938+16,93808750.08%+875
NOVARTIS AG(NVS)07,735+7,73508700.08%+870
UBER TECHNOLOGIES INC(UBER)9,41617,531+8,1157251,2460.11%+521
VANGUARD SPECIALIZED FUNDS06,571+6,57101,2310.11%+1,231
BROADCOM INC(AVGO)1,08112,412+11,3311,4331,9380.18%+505
SCHWAB STRATEGIC TR010,357+10,35705010.05%+501
MIDDLEBY CORP(MIDD)03,616+3,61604940.04%+494
OLD DOMINION FREIGHT LINE IN(ODFL)02,459+2,45904800.04%+480
ISHARES TR371,909383,688+11,77929,70130,1732.72%+473
ISHARES TR07,314+7,31408070.07%+807
AMBARELLA INC(AMBA)010,006+10,00604620.04%+462
BAIDU INC05,168+5,16804450.04%+445
WILLIAMS COS INC(WMB)010,248+10,24804420.04%+442
VANGUARD INDEX FDS9,50611,735+2,2292,2412,6790.24%+438
BANK AMERICA CORP030,178+30,17801,1610.10%+1,161
COLGATE PALMOLIVE CO(CL)04,212+4,21204240.04%+424
PFIZER INC(PFE)014,169+14,16904090.04%+409
SCHWAB STRATEGIC TR011,543+11,54304080.04%+408
MOTOROLA SOLUTIONS INC(MSI)12,27511,567-7084,3574,7660.43%+408
ONEOK INC NEW(OKE)04,678+4,67804010.04%+401
PALANTIR TECHNOLOGIES INC(PLTR)013,127+13,12703990.04%+399
PAYPAL HLDGS INC(PYPL)05,772+5,77203760.03%+376
DIMENSIONAL ETF TRUST
INTERNATIONAL
011,203+11,20303750.03%+375
AFLAC INC(AFL)08,039+8,03908180.07%+818
VANGUARD INDEX FDS01,505+1,50503710.03%+371
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
08,270+8,27003540.03%+354
BLACKROCK ETF TRUST II015,180+15,18003500.03%+350
ZILLOW GROUP INC(Z)06,761+6,76103480.03%+348
PHILIP MORRIS INTL INC(PM)04,708+4,70805550.05%+555
AIR PRODS & CHEMS INC01,228+1,22803400.03%+340
ABRDN PLATINUM ETF TRUST016,168+16,16801,3930.13%+1,393
AMERICAN ELEC PWR CO INC03,421+3,42103360.03%+336
CONSOLIDATED EDISON INC(ED)03,303+3,30303360.03%+336
WALMART INC(WMT)84,40879,386-5,0225,0795,4090.49%+330
CINTAS CORP(CTAS)0420+42003190.03%+319
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,5088,478-301,1581,4610.13%+304
VANGUARD WORLD FD
INF TECH ETF
0919+91905090.05%+509
TOAST INC(TOST)011,788+11,78802920.03%+292
JOHNSON & JOHNSON(JNJ)31,35033,144+1,7944,9595,2500.47%+290
HF SINCLAIR CORP(DINO)06,276+6,27602900.03%+290
NOVO-NORDISK A S(NVO)7,8119,674+1,8631,0031,2920.12%+289
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