KEATING WEALTH MANAGEMENT LLC Historic Quarter Change: USA ETF, New

KEATING WEALTH MANAGEMENT LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, KEATING WEALTH MANAGEMENT LLC opened 3 positions, added to 10, reduced 1 and sold out of 0.

Q1 2024: Stock DCOR; Country of operation —; Class US CORE EQUITY 1; Shares before 0.
Q1 2024: Stock VGK; Country of operation —; Class FTSE EUROPE ETF; Shares before 0.
Q1 2024: Stock IDU; Country of operation —; Class U.S. UTILITS ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1922796), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

Quarter	Stock	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2024	DCOR DIMENSIONAL ETF TRUST	US CORE EQUITY 1	87,760	+87,760	$0	$5,147,123	+$5,147,123	2024-04-18
Q1 2024	VGK VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	3,237	+3,237	$0	$217,980	+$217,980	2024-04-18
Q1 2024	IDU ISHARES TR	U.S. UTILITS ETF	2,500	+2,500	$0	$211,300	+$211,300	2024-04-18

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