KWMG, LLC Q2 2022 Filing

Filed July 12, 2022

Portfolio Value

$663.9M

Holdings

140

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (140 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED INTL FD
712,141$29.1M4.38%
2
TIPISHARES TR
194,644$22.2M3.34%
3
VNQVANGUARD INDEX FDS
238,101$21.7M3.27%
4
VOEVANGUARD INDEX FDS
149,833$19.4M2.92%
5
VOTVANGUARD INDEX FDS
109,898$19.3M2.90%
6
BNDVANGUARD BD INDEX FDS
238,275$17.9M2.70%
7
BSVVANGUARD BD INDEX FDS
220,670$16.9M2.55%
8
IVWISHARES TR
254,515$15.4M2.31%
9
IVEISHARES TR
108,197$14.9M2.24%
10
VCSHVANGUARD SCOTTSDALE FDS
175,770$13.4M2.02%
11
VWOVANGUARD INTL EQUITY INDEX F
320,096$13.3M2.01%
12
MINTPIMCO ETF TR
132,038$13.1M1.97%
13
NDQINVESCO QQQ TR
46,024$12.9M1.94%
14
USMVISHARES TR
183,526$12.9M1.94%
15
HYGISHARES TR
164,896$12.1M1.83%
16
JPSTJ P MORGAN EXCHANGE TRADED F
207,262$10.4M1.56%
17
IGSBISHARES TR
204,333$10.3M1.56%
18
STIPISHARES TR
101,520$10.3M1.55%
19
NEARISHARES U S ETF TR
207,295$10.2M1.54%
20
AQLTISHARES TR
80,914$9.5M1.43%
21
VYMIVANGUARD WHITEHALL FDS
151,783$8.9M1.34%
22
SHVISHARES TR
79,778$8.8M1.32%
23
VLOVALERO ENERGY CORP
81,726$8.7M1.31%
24
MBBISHARES TR
89,057$8.7M1.31%
25
VBRVANGUARD INDEX FDS
54,475$8.2M1.23%
26
CAHCARDINAL HEALTH INC
154,922$8.1M1.22%
27
BONDPIMCO ETF TR
84,613$8.1M1.21%
28
VBKVANGUARD INDEX FDS
38,445$7.6M1.14%
29
VGTVANGUARD WORLD FDS
23,035$7.5M1.13%
30
WBAWALGREENS BOOTS ALLIANCE INC
188,236$7.1M1.07%
31
XLUSELECT SECTOR SPDR TR
87,663$6.1M0.93%
32
VIGVANGUARD SPECIALIZED FUNDS
41,825$6.0M0.90%
33
XLFISELECT SECTOR SPDR TR
81,310$5.9M0.88%
34
CSLCARLISLE COS INC
23,110$5.5M0.83%
35
TXTTEXTRON INC
83,132$5.1M0.76%
36
MSFTMICROSOFT CORP
19,608$5.0M0.76%
37
NFGNATIONAL FUEL GAS CO
72,491$4.8M0.72%
38
PFEPFIZER INC
90,893$4.8M0.72%
39
CNRCANADIAN NATL RY CO
42,209$4.7M0.71%
40
AFLAFLAC INC
85,665$4.7M0.71%
41
KRKROGER CO
97,755$4.6M0.70%
42
KMBKIMBERLY-CLARK CORP
34,169$4.6M0.70%
43
SWEDISH EXPT CR CORP
541,054$4.6M0.69%
44
AONAON PLC
16,687$4.5M0.68%
45
TRVTRAVELERS COMPANIES INC
26,226$4.4M0.67%
46
IBMINTERNATIONAL BUSINESS MACHS
31,010$4.4M0.66%
47
DVNDEVON ENERGY CORP NEW
78,701$4.3M0.65%
48
PBPROSPERITY BANCSHARES INC
62,964$4.3M0.65%
49
CTRACOTERRA ENERGY INC
165,767$4.3M0.64%
50
MPCMARATHON PETE CORP
51,942$4.3M0.64%
51
TJXTJX COS INC NEW
75,806$4.2M0.64%
52
HOMBHOME BANCSHARES INC
203,227$4.2M0.64%
53
AMGNAMGEN INC
17,330$4.2M0.64%
54
EIXEDISON INTL
65,858$4.2M0.63%
55
VUGVANGUARD INDEX FDS
17,721$4.0M0.59%
56
SEESEALED AIR CORP NEW
66,669$3.8M0.58%
57
SMHVANECK ETF TRUST
18,795$3.8M0.58%
58
NRANRG ENERGY INC
100,248$3.8M0.58%
59
HDHOME DEPOT INC
13,913$3.8M0.57%
60
JNPJUNIPER NETWORKS INC
133,405$3.8M0.57%
61
WRKUSDWESTROCK CO
94,996$3.8M0.57%
62
JWNUSDNORDSTROM INC
175,390$3.7M0.56%
63
MOALTRIA GROUP INC
86,973$3.6M0.55%
64
IVVISHARES TR
9,581$3.6M0.55%
65
LYBLYONDELLBASELL INDUSTRIES N
41,525$3.6M0.55%
66
IGVISHARES TR
13,404$3.6M0.54%
67
LRCXEURLAM RESEARCH CORP
8,470$3.6M0.54%
68
IPINTERNATIONAL PAPER CO
85,728$3.6M0.54%
69
VTIVANGUARD INDEX FDS
18,891$3.6M0.54%
70
TAT&T INC
163,756$3.4M0.52%
71
GLWCORNING INC
108,171$3.4M0.51%
72
ETF MANAGERS TR
86,917$3.4M0.51%
73
ROKROCKWELL AUTOMATION INC
17,060$3.4M0.51%
74
WHRWHIRLPOOL CORP
21,645$3.4M0.50%
75
STXSEAGATE TECHNOLOGY HLDNGS PL
46,876$3.3M0.50%
76
BENFRANKLIN RESOURCES INC
138,151$3.2M0.48%
77
AALAMERICAN AIRLS GROUP INC
249,545$3.2M0.48%
78
ROSTROSS STORES INC
44,421$3.1M0.47%
79
IGFISHARES TR
66,692$3.1M0.47%
80
LENLENNAR CORP
43,990$3.1M0.47%
81
VOVANGUARD INDEX FDS
15,555$3.1M0.46%
82
DALDELTA AIR LINES INC DEL
105,400$3.1M0.46%
83
SHMSPDR SER TR
63,270$3.0M0.45%
84
DDDUPONT DE NEMOURS INC
53,216$3.0M0.45%
85
SYFSYNCHRONY FINANCIAL
104,296$2.9M0.43%
86
BABOEING CO
21,013$2.9M0.43%
87
SIXGETF SER SOLUTIONS
88,534$2.8M0.42%
88
KSSKOHLS CORP
77,531$2.8M0.42%
89
IJRISHARES TR
29,194$2.7M0.41%
90
XLKSELECT SECTOR SPDR TR
20,765$2.6M0.40%
91
SUBISHARES TR
24,122$2.5M0.38%
92
VCRVANGUARD WORLD FDS
11,010$2.5M0.38%
93
BBWIBATH & BODY WORKS INC
87,685$2.4M0.36%
94
SPLVINVESCO EXCH TRADED FD TR II
37,922$2.4M0.35%
95
AQLTISHARES TR
37,125$2.2M0.33%
96
XITKSPDR SER TR
20,027$2.2M0.32%
97
MUBISHARES TR
18,744$2.0M0.30%
98
VXUSVANGUARD STAR FDS
33,767$1.7M0.26%
99
MEARISHARES U S ETF TR
29,428$1.5M0.22%
100
AAPLAPPLE INC
10,700$1.5M0.22%
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