Keating Wealth Management’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Keating Wealth Management’s Portfolio DCOR Stock Details DCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$5.15M	Buy	+87,760	New	+$4.87M	3.09%	7

Other funds holding DCOR

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

Keating Wealth Management's DCOR Position: Q1 2024 in Review

Keating Wealth Management opened a new position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q1 2024: 87,760 shares worth $5.15M. The stake represents 3.09% of the portfolio and ranks #7 among its holdings.

76 funds tracked by Wall St. Rank hold DCOR as of Q1 2024.

Keating Wealth Management held 87,760 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $5.15M as of Q1 2024.
U.S. Core Equity 1 Portfolio ETF Class Shares was a new Keating Wealth Management position in Q1 2024.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 3.09% of Keating Wealth Management's portfolio in Q1 2024, its #7 holding.
76 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.