Kearns & Associates LLC 13F Holdings
CIK 0001908695 · PALOS VERDES ESTATES, CA
As of Sep 30, 2025, Kearns & Associates LLC reported 42 positions worth
CIK 0001908695 · PALOS VERDES ESTATES, CA
As of Sep 30, 2025, Kearns & Associates LLC reported 42 positions worth
88.4M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 174,817 | $57.4M | 30.45% |
| VANGUARD 500 INDEX FUND | VOO | — | 91,257 | $55.9M | 29.67% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 316,129 | 8.9M | 10.06% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 39,004 | $9.9M | 5.26% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,488 | $6.3M | 3.36% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 110,090 | $6.0M | 3.17% |
| APPLE INC | AAPL | Technology | 20,743 | $5.3M | 2.80% |
| ROYALTY PHARMA PLC | RPRX | Healthcare | 70,740 | $2.5M | 1.32% |
| MICROSOFT CORP | MSFT | Technology | 4,305 | $2.2M | 1.18% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,266 | $2.0M | 1.09% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 86,760 | $2.0M | 1.07% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JULY | PJUL | — | 25,755 | .2M | 0.62% |
| ALPHABET INC | GOOG | Equity | 4,800 | .2M | 0.62% |
| ALPHABET INC | GOOGL | Equity | 4,800 | .2M | 0.62% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,200 | .1M | 0.58% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 8,226 | .0M | 0.55% |
| AMAZON.COM INC | AMZN | Equity | 4,660 | .0M | 0.54% |
| BANK OF AMERICA CORP | BAC | Financial Services | 19,500 | .0M | 0.53% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2,800 | $930.0K | 0.49% |
| SCHWAB CHARLES CORP | SCHW | Equity | 9,000 | $859.2K | 0.46% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 25,238 | $842.2K | 0.45% |
| FIDELITY TOTAL BOND ETF | FBND | — | 18,035 | $833.9K | 0.44% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1,000 | $796.4K | 0.42% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 5,808 | $690.2K | 0.37% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,967 | $620.5K | 0.33% |