Loading…
CIK 0001908695 • 6 13F filings • May 15, 2025 – Jul 23, 2026
Import this data to Google Sheets with:
=jivedata("kearns-associates-llc-0001908695-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $742K | 0.5% | 4,800 SH | |
| ALPHABET INC | CAP STK CL C | $750K | 0.5% | 4,800 SH | |
| AMAZON COM INC | COM | $887K | 0.6% | 4,660 SH | |
| AMERICAN EXPRESS CO | COM | $753K | 0.5% | 2,800 SH | |
| APPLE INC | COM | $4.6M | 3.0% | 20,728 SH | |
| BAKER HUGHES COMPANY | CL A | $330K | 0.2% | 7,500 SH | |
| BANK AMERICA CORP | COM | $814K | 0.5% | 19,500 SH | |
| CAPITAL ONE FINL CORP | COM | $389K | 0.3% | 2,170 SH | |
| CONOCOPHILLIPS | COM | $261K | 0.2% | 2,482 SH | |
| DISNEY WALT CO | COM | $298K | 0.2% | 3,020 SH | |
| EQUINIX INC | COM | $314K | 0.2% | 385 SH | |
| GOLDMAN SACHS GROUP INC | COM | $546K | 0.4% | 1,000 SH | |
| HERBALIFE LTD | COM SHS | $491K | 0.3% | 56,900 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.0M | 0.7% | 25,755 SH | |
| ISHARES TR | CORE S&P SCP ETF | $607K | 0.4% | 5,808 SH | |
| ISHARES TR | CORE S&P500 ETF | $340K | 0.2% | 605 SH | |
| ISHARES TR | EXPND TEC SC ETF | $746K | 0.5% | 8,226 SH | |
| JOHNSON CTLS INTL PLC | SHS | $360K | 0.2% | 4,500 SH | |
| JPMORGAN CHASE & CO. | COM | $481K | 0.3% | 1,960 SH | |
| LOWES COS INC | COM | $233K | 0.2% | 1,000 SH | |
| MARSH & MCLENNAN COS INC | COM | $698K | 0.5% | 2,860 SH | |
| MICROSOFT CORP | COM | $1.6M | 1.0% | 4,300 SH | |
| OCCIDENTAL PETE CORP | COM | $533K | 0.3% | 10,800 SH | |
| PROGRESSIVE CORP | COM | $201K | 0.1% | 710 SH | |
| QUALCOMM INC | COM | $293K | 0.2% | 1,905 SH | |
| ROYALTY PHARMA PLC | SHS CLASS A | $2.2M | 1.4% | 70,740 SH | |
| SCHWAB CHARLES CORP | COM | $705K | 0.5% | 9,000 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $696K | 0.5% | 25,239 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.6M | 1.0% | 81,596 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $5.4M | 3.5% | 9,610 SH | |
| STRYKER CORPORATION | COM | $357K | 0.2% | 960 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $580K | 0.4% | 1,165 SH | |
| UNION PAC CORP | COM | $213K | 0.1% | 900 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 0.9% | 3,870 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $460K | 0.3% | 5,077 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $47.0M | 30.5% | 91,459 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.6M | 5.6% | 38,905 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $45.0M | 29.2% | 163,764 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.8M | 3.1% | 105,982 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.2M | 9.8% | 298,099 SH | |
| VISA INC | COM CL A | $1.1M | 0.7% | 3,200 SH | |
| WELLS FARGO CO NEW | COM | $503K | 0.3% | 7,000 SH |
| 13F-HR |
| 0001172661-25-004360 |
| $188.4M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002764 | $214.2M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002514 | $174.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001516 | $185.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002020 | $154.2M | View |