KC Investment Advisors, LLC
CIK 1738738 · Holdings on Dec 31, 2023 · First reported Jan 25, 2024
Top ten holdings
Q4 2023- VOO24.41%
- VUG6.51%
- VB3.18%
- BRK.B3.17%
- JQUA2.48%
- DFCF2.43%
- MSFT2.28%
- SCHX2.16%
- VTI1.91%
- AAPL1.68%
Share classes counted separately50.21%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $40.57M | 24.41% | 92.89K shares | — | ↗▾ | |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $10.82M | 6.51% | 34.79K shares | — | ↗▾ | |
| 03 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $5.29M | 3.18% | 24.81K shares | — | ↗▾ | |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $5.27M | 3.17% | 14.76K shares | — | ↗▾ | |
| 05 | JQUAJPMORGAN US QUALITY FACTORUS QUALTY FCTR View history and evidence | $4.11M | 2.48% | 85.95K shares | — | ↗▾ | |
| 06 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $4.05M | 2.43% | 95.42K shares | — | ↗▾ | |
| 07 | MSFTMICROSOFT CORP View history and evidence | $3.79M | 2.28% | 10.08K shares | — | ↗▾ | |
| 08 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $3.59M | 2.16% | 63.61K shares | — | ↗▾ | |
| 09 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $3.17M | 1.91% | 13.35K shares | — | ↗▾ | |
| 10 | AAPLAPPLE INC View history and evidence | $2.79M | 1.68% | 14.48K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 25
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USMV ISHARES MSCI USA MIN VOL FAC | Non-derivative | — | — | SEC filing ↗ | |
| SPEM STATE STREET SP PTF EM ETF | Non-derivative | — | — | SEC filing ↗ | |
| BKLN INVESCO SENIOR LOAN ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 25 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1738738 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 25, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 166189130
}Research all 148 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.