KC Investment Advisors, LLC
CIK 1738738 · Holdings on Mar 31, 2025 · First reported Apr 17, 2025
Top ten holdings
Q1 2025- VOO28.20%
- VUG6.91%
- IVV4.37%
- BOXX3.68%
- SPIB3.16%
- VCRB3.04%
- BRK.B2.62%
- IEFA2.50%
- VB1.77%
- MSFT1.71%
Share classes counted separately57.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BOXXWeight increased · +2.34 pp1.34% → 3.68%Shares +119.14K (+391.43%)
- VOOWeight increased · +1.82 pp26.38% → 28.20%Shares +125.97K (+102.38%)
- IEFAWeight increased · +1.20 pp1.30% → 2.50%Shares +103.45K (+223.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $127.98M | 28.20% | 249.02K shares | 26.38% → 28.20%+1.82 pp +125.97K (+102.38%) | Added | ↗▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $31.34M | 6.91% | 84.52K shares | 6.97% → 6.91%-0.06 pp +41.86K (+98.11%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $19.84M | 4.37% | 35.30K shares | 3.51% → 4.37%+0.86 pp +20.30K (+135.36%) | Added | ↗▾ |
| 04 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $16.68M | 3.68% | 149.58K shares | 1.34% → 3.68%+2.34 pp +119.14K (+391.43%) | Added | ↗▾ |
| 05 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $14.35M | 3.16% | 431.63K shares | 2.58% → 3.16%+0.58 pp +233.72K (+118.10%) | Added | ↗▾ |
| 06 | VCRBVANGUARD CORE BOND ETFCORE BD ETF View history and evidence | $13.79M | 3.04% | 178.11K shares | 2.96% → 3.04%+0.08 pp +80.04K (+81.62%) | Added | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $11.88M | 2.62% | 22.31K shares | 2.21% → 2.62%+0.41 pp +10.06K (+82.06%) | Added | ↗▾ |
| 08 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $11.33M | 2.50% | 149.78K shares | 1.30% → 2.50%+1.20 pp +103.45K (+223.28%) | Added | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $8.02M | 1.77% | 36.17K shares | 1.90% → 1.77%-0.13 pp +16.25K (+81.61%) | Added | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $7.77M | 1.71% | 20.69K shares | 1.72% → 1.71%-0.01 pp +10.42K (+101.46%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTWO VANGUARD RUSSELL 2000 ETF | Non-derivative | -20,026 | -$1.79M | SEC filing ↗ | SEC filing ↗ |
| EEM ISHARES MSCI EMERGING MARKET | Non-derivative | -28,350 | -$1.19M | SEC filing ↗ | SEC filing ↗ |
| MBB ISHARES MBS ETF | Non-derivative | -8,118 | -$744.28K | SEC filing ↗ | SEC filing ↗ |
3 / 15 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 Mar 31, 2025
Data loaded Sep 23, 2026 · First reported Apr 17, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 453771041
}Research all 150 reported holdings.
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