Kevin T. Keen
Stephens Greth Foundation
Assets Managed
$319.975M
Holdings
4
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
83.97%(2Q avg: 41.99%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Stephens Greth Foundation's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4 positions.
Assets under management
The assets under management (AUM) of Stephens Greth Foundation over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 319.975M in assets, with a quarterly growth rate of 83.97% and a 2-quarter average growth rate of 41.99%. The portfolio is managed by Kevin T. Keen, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 69.89% | $223.625M 374,237 shares@ $597.55 avg price | Increased 52.51% |
VGK Vanguard Ftse Europe Etf
| 14.98% | $47.92M 581,343 shares@ $82.43 avg price | Increased 375.66% |
EWJ Ishares Msci Japan Etf
| 7.6% | $24.289M 287,652 shares@ $84.45 avg price | Increased 378.4% |
VWO Vanguard Ftse Emerging Marke
| 7.55% | $24.14M 446,625 shares@ $54.05 avg price | Increased 384.05% |
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