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Scott Geppert

@Stonekeep Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$134.28MTotal holdings58
Assets growth rate3.69%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonekeep Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Stonekeep Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 134.28M in assets, with a quarterly growth rate of 3.69% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Scott Geppert, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USFRWisdomtree Tr
Recent Activity
Decreased -8.36%
16.88%
$22.666M
450,433 shares@ $50.33 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 196.24%
13.43%
$18.033M
794,390 shares@ $22.7 avg price
SGOVIshares Tr
Recent Activity
Decreased -4.1%
11.35%
$15.24M
151,913 shares@ $100.32 avg price
VTIVanguard Index Fds
Recent Activity
Increased 14.72%
8.17%
$10.969M
37,849 shares@ $289.81 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 28.44%
4.21%
$5.648M
128,257 shares@ $44.04 avg price
TSLATesla Inc
Recent Activity
Increased 4.74%
3.99%
$5.35M
13,249 shares@ $403.84 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 102.39%
3.73%
$5.006M
270,588 shares@ $18.51 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.95%
3.25%
$4.355M
60,565 shares@ $71.91 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 50.1%
2.63%
$3.525M
73,708 shares@ $47.82 avg price
AGGIshares Tr
Recent Activity
Decreased -0.3%
2.52%
$3.372M
34,795 shares@ $96.91 avg price