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KerberRose Wealth Management, LLC13F | |
KerberRose Wealth Management, LLC | |
Last update 2022-08-11 | 115 Stocks (0 new) |
Value $123.00 Mil | Turnover 0 % |
KerberRose Wealth Management, ... Top Holdings of 2022-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 230,786 | 16,531.0 | 0% | 13.460 | 0% | 0.050 | +7.71% | +0.22% | 71,498.8 | ||
IVV | iShares Core S&P 500 ETF | 18,541 | 7,030.0 | 0% | 5.730 | 0% | 0.000 | +18.50% | +8.26% | 642,209.1 | ||
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 128,819 | 5,988.0 | 0% | 4.880 | 0% | 0.110 | +18.15% | +7.63% | 10,801.7 | ||
TIP | iShares TIPS Bond ETF | 52,159 | 5,941.0 | 0% | 4.840 | 0% | 0.020 | +0.42% | +2.91% | 13,750.1 | ||
SCHX | Schwab U.S. Large-Cap ETF | 125,310 | 5,596.0 | 0% | 4.560 | 0% | 0.020 | +18.71% | +8.37% | 57,603.9 | ||
SCHP | Schwab U.S. Tips ETF | 91,565 | 5,109.0 | 0% | 4.160 | 0% | 0.030 | +0.23% | +2.83% | 13,088.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 21,390 | 3,069.0 | 0% | 2.500 | 0% | 0.010 | +12.10% | +6.38% | 90,302.9 | ||
AAPL | Apple Inc | 21,290 | 2,911.0 | 0% | 2.370 | 0% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VB | Vanguard Small Cap ETF | 16,309 | 2,872.0 | 0% | 2.340 | 0% | 0.010 | +17.58% | +2.97% | 62,181.4 | ||
USIG | iShares U.S. Credit Bond ETF | 50,496 | 2,574.0 | 0% | 2.100 | 0% | 0.040 | +1.95% | +1.77% | 14,246.2 |
KerberRose Wealth Management, LLC's Historical Top Holdings Breakdowns
KerberRose Wealth Management, LLC Total Holding History ($B)
KerberRose Wealth Management, LLC's Asset Allocation
KerberRose Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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KerberRose Wealth Management, LLC's Hypothetical Growth since 2022-06-30
KerberRose Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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KerberRose Wealth Management, LLC's Holdings Heat Map
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KerberRose Wealth Management, LLC's Holdings Bubble Chart
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