KerberRose Wealth Management, LLC
Q2 2022 13F Holdings
- Locationshawano, WI
- Num holdings
115
- Value ($000)
$122,790
- Date Filed08/11/2022
- Form type13F-HR
- CIK0001912523
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB US DIVIDEND EQUITY ETF | US DIVIDEND EQ | 808524797 | $16.53M | 14 % | 230,786 | ||
IVV ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | $7.03M | 6 % | 18,541 | ||
SPDR PORTFOLIO S P 1500 CMPST ST ETF | PORTFOLI S&P1500 | 78464A805 | $5.99M | 5 % | 128,819 | ||
TIP ISHARES TIPS BOND ETF | TIPS BD ETF | 464287176 | $5.94M | 5 % | 52,159 | ||
SCHX SCHWAB US LARGE CAP ETF | US LRG CAP ETF | 808524201 | $5.60M | 5 % | 125,310 | ||
SCHP SCHWAB US TIPS ETF | US TIPS ETF | 808524870 | $5.11M | 4 % | 91,565 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 921908844 | $3.07M | 3 % | 21,390 | ||
AAPL APPLE INC | COM | 037833100 | $2.91M | 2 % | 21,290 | ||
VB VANGUARD SMALL CAP ETF | SMALL CP ETF | 922908751 | $2.87M | 2 % | 16,309 | ||
USIG ISHARES BRD USD INV GRD CORP BD ETF | USD INV GRDE ETF | 464288620 | $2.57M | 2 % | 50,496 |
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