KICKSTAND VENTURES, LLC.
CIK 2000355 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- VOO13.28%
- BSCQ5.20%
- BUFR5.10%
- QUAL4.14%
- JCPB4.13%
- BSCO3.92%
- BSCP3.56%
- SPYM3.40%
- FBND3.30%
- DFAI3.08%
Share classes counted separately49.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FBNDWeight increased · +3.21 pp0.09% → 3.30%Shares +242.68K (+3706.11%)
- VOOWeight increased · +2.76 pp10.52% → 13.28%Shares +19.18K (+22.18%)
- IUSBWeight decreased · -2.74 pp4.71% → 1.97%Shares -199.40K (-57.29%)
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 ETFETF View history and evidence | $46.15M | 13.28% | 105.65K shares | 10.52% → 13.28%+2.76 pp +19.18K (+22.18%) | Added | ↗▾ |
| 02 | BSCQINVESCO BULLETSHARES 2026 CBETF View history and evidence | $18.08M | 5.20% | 936.94K shares | 5.81% → 5.20%-0.61 pp -62.42K (-6.25%) | Reduced | ↗▾ |
| 03 | BUFRFT VEST LAD BUFFERVETF-USD IETF View history and evidence | $17.71M | 5.10% | 666.56K shares | Prior unavailable +666.56K | New | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACETF View history and evidence | $14.38M | 4.14% | 97.73K shares | 1.54% → 4.14%+2.60 pp +59.92K (+158.51%) | Added | ↗▾ |
| 05 | JCPBJPMORGAN CORE PLUS BOND ETFETF View history and evidence | $14.34M | 4.13% | 304.64K shares | 3.96% → 4.13%+0.17 pp +18.41K (+6.43%) | Added | ↗▾ |
| 06 | BSCOINVESCO BULLETSHARES 2024 CBETF View history and evidence | $13.61M | 3.92% | 651.60K shares | 4.36% → 3.92%-0.44 pp -28.70K (-4.22%) | Reduced | ↗▾ |
| 07 | BSCPINVESCO BULLETSHARES 2025 CBETF View history and evidence | $12.38M | 3.56% | 605.31K shares | 3.21% → 3.56%+0.35 pp +89.97K (+17.46%) | Added | ↗▾ |
| 08 | SPYMSTE STR SPDR PT S&P 500 ETFETF View history and evidence | $11.82M | 3.40% | 211.51K shares | 2.99% → 3.40%+0.41 pp +19.16K (+9.96%) | Added | ↗▾ |
| 09 | FBNDFIDELITY TOTAL BOND ETFETF View history and evidence | $11.47M | 3.30% | 249.22K shares | 0.09% → 3.30%+3.21 pp +242.68K (+3706.11%) | Added | ↗▾ |
| 10 | DFAIDIMENSIONAL INTERNATIONAL COETF View history and evidence | $10.72M | 3.08% | 374.26K shares | 3.58% → 3.08%-0.50 pp -68.78K (-15.52%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QLYS QUALYS INC | Non-derivative | -32,690 | -$4.99M | SEC filing ↗ | SEC filing ↗ |
| AZO AUTOZONE INC | Non-derivative | -1,925 | -$4.89M | SEC filing ↗ | SEC filing ↗ |
| UJUL INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -167,671 | -$4.73M | SEC filing ↗ | SEC filing ↗ |
3 / 17 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 2000355 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001765380-24-000132",
"cover_total": 347506523,
"filing_date": "2024-02-13",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001765380-24-000041",
"filing_date": "2024-02-08",
"confidential": false,
"cover_table_value_total_raw": 347506523
}
],
"cover_table_value": 347506523
}Research all 95 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.