Fund HoldingsKWMG, LLC

Total Portfolio Value
$853.83M
Total Bought
$97.26M
Total Sold
$100.24M
Net Transaction
-$2.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0410,306+410,306024,4622.87%+24,462
ISHARES U S ETF TR
SHOR DURA BD ETF
0235,228+235,228011,8841.39%+11,884
AMERICAN CENTY ETF TR0113,585+113,58509,2631.08%+9,263
CAPITAL ONE FINL CORP(COF)040,812+40,81205,3510.63%+5,351
DOLLAR GEN CORP NEW(DG)033,816+33,81604,5970.54%+4,597
SELECT SECTOR SPDR TR
ST STR TECHN ETF
031,227+31,22706,0110.70%+6,011
VANGUARD INDEX FDS0311,573+311,573027,5313.22%+27,531
VANGUARD TAX-MANAGED FDS0910,378+910,378043,6075.11%+43,607
EASTMAN CHEM CO(EMN)041,252+41,25203,7050.43%+3,705
VANGUARD INDEX FDS0132,974+132,974029,1973.42%+29,197
VANGUARD INDEX FDS0179,666+179,666026,0533.05%+26,053
INVESCO QQQ TR053,720+53,720022,0002.58%+22,000
ISHARES TR0113,611+113,611019,7562.31%+19,756
WALGREENS BOOTS ALLIANCE INC0304,847+304,84707,9600.93%+7,960
VANGUARD BD INDEX FDS312,198317,024+4,82621,78523,3172.73%+1,532
BOEING CO(BA)024,056+24,05606,2700.73%+6,270
ISHARES TR0277,991+277,991020,8772.45%+20,877
NRG ENERGY INC(NRG)125,049117,659-7,3904,8176,0830.71%+1,266
CARDINAL HEALTH INC(CAH)0132,514+132,514013,3571.56%+13,357
BATH & BODY WORKS INC114,280118,390+4,1103,8635,1100.60%+1,247
VANGUARD WORLD FDS
INF TECH ETF
024,402+24,402011,8111.38%+11,811
PROSPERITY BANCSHARES INC(PB)78,45280,410+1,9584,2825,4460.64%+1,164
LENNAR CORP(LEN)041,039+41,03906,1160.72%+6,116
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
66,70164,934-1,7674,3995,5430.65%+1,144
LAM RESEARCH CORP(LRCX)09,070+9,07007,1040.83%+7,104
SYNCHRONY FINANCIAL(SYF)0136,157+136,15705,2000.61%+5,200
VANGUARD INTL EQUITY INDEX F422,853429,248+6,39516,58017,6422.07%+1,062
HOME BANCSHARES INC(HOMB)0238,081+238,08106,0310.71%+6,031
ROSS STORES INC(ROST)50,90848,961-1,9475,7506,7760.79%+1,026
CARLISLE COS INC(CSL)24,05923,210-8496,2387,2520.85%+1,014
VANGUARD WHITEHALL FDS180,939182,285+1,34611,19812,1201.42%+922
ISHARES TR224,322225,429+1,10716,53717,4462.04%+909
ISHARES TR92,82892,605-2239,99210,8551.27%+863
CANADIAN NATL RY CO(CNI)048,329+48,32906,0720.71%+6,072
ISHARES TR236,619236,147-47224,54225,3832.97%+841
VANECK ETF TRUST
SEMICONDUCTR ETF
037,837+37,83706,6170.77%+6,617
TRAVELERS COMPANIES INC(TRV)29,18129,034-1474,7665,5310.65%+765
HOME DEPOT INC(HD)16,49316,475-184,9845,7100.67%+726
ISHARES TR15,38614,710-6765,2515,9670.70%+716
MICROSOFT CORP(MSFT)019,887+19,88707,4780.88%+7,478
INTERNATIONAL BUSINESS MACHS(IBM)35,57434,690-8844,9915,6740.66%+683
PIMCO ETF TR
ACTIVE BD ETF
111,986113,849+1,8639,84410,5251.23%+682
WESTROCK CO136,240133,750-2,4904,8775,5530.65%+676
EDISON INTL(EIX)077,841+77,84105,5650.65%+5,565
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0103,881+103,88106,5790.77%+6,579
SEALED AIR CORP NEW0102,583+102,58303,7460.44%+3,746
AT&T INC(T)235,349246,563+11,2143,5354,1370.48%+602
SPDR SER TR
ST STR FACTSET
26,84126,809-323,3213,9160.46%+596
VANGUARD SPECIALIZED FUNDS43,00842,698-3106,6837,2760.85%+593
VANGUARD BD INDEX FDS259,542260,220+67819,51020,0422.35%+532
ISHARES TR
0-5 YR TIPS ETF
131,481134,534+3,05312,74313,2641.55%+520
ETF SER SOLUTIONS
DEFIANCE SPACE A
108,208108,426+2183,3823,8870.46%+505
VANGUARD WORLD FDS
CONSUM DIS ETF
13,18813,316+1283,5524,0550.47%+503
AMERICAN AIRLS GROUP INC(AAL)0319,456+319,45604,3890.51%+4,389
ROCKWELL AUTOMATION INC(ROK)018,717+18,71705,8110.68%+5,811
SELECT SECTOR SPDR TR
ST STR STAPL ETF
092,988+92,98806,6980.78%+6,698
DELTA AIR LINES INC DEL(DAL)0126,036+126,03605,0700.59%+5,070
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
206,468206,037-43115,51615,9411.87%+425
VANGUARD INDEX FDS022,802+22,80205,4090.63%+5,409
ISHARES TR08,201+8,20103,9170.46%+3,917
ISHARES TR76,61977,871+1,2523,3173,6640.43%+347
SPDR SER TR
ST NUVE TERM ETF
74,31779,092+4,7753,4363,7800.44%+344
JUNIPER NETWORKS INC0161,782+161,78204,7690.56%+4,769
SPDR SER TR
ST STR TIPS ETF
012,494+12,49403190.04%+319
ISHARES TR239,583239,032-55111,93812,2561.44%+318
VANGUARD INDEX FDS13,31512,679-6363,6263,9420.46%+316
AMGEN INC(AMGN)19,73219,344-3885,3035,5710.65%+268
SELECT SECTOR SPDR TR
ST STR REAL ETF
06,445+6,44502580.03%+258
VANECK ETF TRUST
HIGH YLD MUNIETF
04,962+4,96202560.03%+256
INVESCO EXCH TRADED FD TR II010,369+10,36902510.03%+251
ISHARES TR27,24528,918+1,6732,8023,0490.36%+246
PROSHARES TR
ULTR RUSSL2000
18,27918,27906188480.10%+229
APPLE INC(AAPL)10,62710,580-471,8192,0370.24%+218
INTERNATIONAL PAPER CO(IP)124,484127,688+3,2044,4154,6160.54%+200
KROGER CO(KR)110,041111,665+1,6244,9245,1040.60%+180
ISHARES U S ETF TR
SHOR MAT MUN ETF
41,80345,073+3,2702,0822,2530.26%+171
CORNING INC(GLW)0139,971+139,97104,2620.50%+4,262
DUPONT DE NEMOURS INC(DD)65,82165,719-1024,9105,0560.59%+146
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
36,86337,042+1791,4131,5530.18%+141
AFLAC INC(AFL)86,22281,727-4,4956,6186,7420.79%+125
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,5142,024+5102443620.04%+118
NVIDIA CORPORATION(NVDA)2,1732,138-359451,0590.12%+114
KIMBERLY-CLARK CORP(KMB)040,983+40,98304,9800.58%+4,980
TJX COS INC NEW(TJX)76,79773,683-3,1146,8266,9120.81%+86
NGL ENERGY PARTNERS LP(NGL)49,67649,423-2531922750.03%+83
VANGUARD INDEX FDS3,4773,47706807590.09%+78
PROSHARES TR
ULTRAPRO QQQ
22,78717,500-5,2878128870.10%+76
ISHARES TR6,8536,852-16457210.08%+76
PROSHARES TR
ULTRPRO S&P500
5,0465,057+112082770.03%+69
ARES MANAGEMENT CORPORATION(ARES)3,8423,84203954570.05%+62
SPDR SER TR
ST STR SP DIV
5,8965,869-276787330.09%+55
VANGUARD INDEX FDS04,579+4,57901,0650.12%+1,065
PIMCO ETF TR
ENHAN SHRT MA AC
152,849153,926+1,07715,30615,3601.80%+54
JEFFERIES FINL GROUP INC(JEF)17,18716,896-2916306830.08%+53
ISHARES TR08,307+8,30708990.11%+899
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
29,44930,186+7371,4861,5320.18%+46
HONEYWELL INTL INC(HON)1,7701,776+63273720.04%+45
LYONDELLBASELL INDUSTRIES N
SHS - A -
50,53050,787+2574,7854,8290.57%+44
SPDR S&P MIDCAP 400 ETF TR(MDY)508527+192322670.03%+35
ISHARES TR2,9242,743-1817297600.09%+31
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