Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Hold	0	–	–	–	475
2023 Q3	–	Hold	0	–	–	–	474
2023 Q2	–	Hold	0	–	–	–	319
2023 Q1	–	Hold	0	–	–	–	293
2022 Q4	–	Hold	0	–	–	–	278
2022 Q3	–	Hold	0	–	–	–	265
2022 Q2	–	Hold	0	–	–	–	239
2022 Q1	–	Hold	0	–	–	–	222
2021 Q4	–	Hold	0	–	–	–	182
2021 Q3	–	Hold	0	–	–	–	177
2021 Q2	–	Hold	0	–	–	–	174
2021 Q1	–	Hold	0	–	–	–	150
2020 Q4	–	Hold	0	–	–	–	123
2020 Q3	–	Hold	0	–	–	–	94
2020 Q2	–	Hold	0	–	–	–	89
2020 Q1	–	Hold	0	–	–	–	311

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return