Stonekeep Investments, LLC
Stonekeep Investments, LLC is a registered investment adviser headquartered in Santa Fe, New Mexico. Founded in 2019 by Michael Chase Reid and Scott Geppert, the firm provides asset management services primarily to individuals, including high net worth individuals, charitable organizations, and some corporate clients. With an employee count of 2, Stonekeep Investments specializes in serving U.S.-based clients and emphasizes personalized, unbiased financial advice aimed at helping individuals and families achieve their financial goals and reduce stress.
Investment Strategy
Stonekeep Investments offers asset management services tailored to the unique needs of its clients, primarily individuals and high net worth individuals. The firm manages diversified portfolios, including equity and ETF holdings, and prioritizes unbiased advice to maximize clients' potential for reaching their financial objectives. Their strategy involves holistic assessment of client needs, disciplined investment selection, and active monitoring with an emphasis on risk management and long-term growth.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 14.40% | $22.7M | 883,695 | $21.16 | $25.71 | +$2.2M |
U USFR | WISDOMTREE TR | 13.98% | $22.1M | 438,775 | $50.32 | $50.27 | +$1.0M |
V VTI | VANGUARD INDEX FDS | 8.78% | $13.9M | 42,212 | $274.07 | $328.17 | +$1.2M |
S SGOV | ISHARES TR | 6.85% | $10.8M | 107,393 | $100.31 | $100.70 | -$2.0M |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.74% | $7.5M | 137,955 | $44.49 | $54.18 | +$860.7K |