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KerberRose Wealth Management, LLC

13F
KerberRose Wealth Management, LLC
Last update 2022-08-11 115 Stocks (0 new)
Value $123.00 Mil Turnover 0 %
Countries:
KerberRose Wealth Management, ... Top Holdings of 2022-06-30 View Full List
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)

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KerberRose Wealth Management, LLC's Asset Allocation

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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 %

KerberRose Wealth Management, LLC's Holdings Heat Map

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