Mullaney, Keating & Wright, Inc.
CIK 2135840 · Holdings on Jun 30, 2024 · First reported May 29, 2026
Top ten holdings
Q2 2024- AAPL35.19%
- IWB12.43%
- IWR5.85%
- IWD5.33%
- VTIP4.70%
- IWS4.53%
- SHW3.84%
- IWN3.41%
- EFA2.99%
- IJR1.58%
Share classes counted separately79.85%
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 | AAPLAPPLE INC View history and evidence | $45.39M | 35.19% | 215.53K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $16.03M | 12.43% | 53.88K shares | Prior unavailable — | — | ↗▾ |
| 03 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $7.55M | 5.85% | 93.11K shares | Prior unavailable — | — | ↗▾ |
| 04 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $6.87M | 5.33% | 39.40K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $6.06M | 4.70% | 124.83K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $5.84M | 4.53% | 48.37K shares | Prior unavailable — | — | ↗▾ |
| 07 | SHWSHERWIN-WILLIAMS CO/THE View history and evidence | $4.95M | 3.84% | 16.58K shares | Prior unavailable — | — | ↗▾ |
| 08 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $4.41M | 3.41% | 28.92K shares | Prior unavailable — | — | ↗▾ |
| 09 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $3.86M | 2.99% | 49.28K shares | Prior unavailable — | — | ↗▾ |
| 10 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $2.04M | 1.58% | 19.14K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2135840 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported May 29, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 128997117
}Research all 53 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.