KerberRose Wealth Management, LLC
CIK 1912523
13F portfolio (2022-Q2)
$123M
Positions
115
As reported on this filer's Form 13F for 2022-Q2, filed 2022-08-11. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | SCHD | SCHWAB STRATEGIC TR |
| 2 | IVV | ISHARES TR |
| 3 | SPTM | SPDR SERIES TRUST |
| 4 | TIP | ISHARES TR |
| 5 | SCHX | SCHWAB U.S. LARGE-CAP ETF |
Top holdings — weights and history with Pro
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