KilterHowling

KilterHowling as of Dec. 31, 2022

Portfolio Holdings for KilterHowling

KilterHowling holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 15.3 $14M 293k 49.23
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 12.5 $12M 288k 40.89
Ishares Tr Msci Usa Min Vol (USMV) 8.2 $7.7M 107k 72.10
Vanguard Specialized Funds Div App Etf (VIG) 8.1 $7.7M 50k 151.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.9 $7.5M 164k 45.65
Ishares Tr Msci Usa Mmentm (MTUM) 7.4 $7.0M 48k 145.93
Ishares Msci Gbl Min Vol (ACWV) 7.3 $6.9M 73k 95.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.3 $6.0M 23k 266.28
Ishares Tr Russell 3000 Etf (IWV) 6.3 $6.0M 27k 220.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $4.9M 14k 351.33
Apple (AAPL) 2.0 $1.9M 14k 129.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.2M 3.8k 308.90
Ishares Tr Modert Alloc Etf (AOM) 0.9 $885k 23k 38.01
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $794k 9.4k 84.75
Vanguard Index Fds Growth Etf (VUG) 0.8 $759k 3.6k 213.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $673k 14k 46.74
Procter & Gamble Company (PG) 0.7 $655k 4.3k 151.56
Microsoft Corporation (MSFT) 0.5 $477k 2.0k 239.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $463k 10k 44.81
JPMorgan Chase & Co. (JPM) 0.5 $459k 3.4k 134.10
Amazon (AMZN) 0.5 $457k 5.4k 84.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $449k 4.1k 108.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $442k 2.1k 214.20
Ishares Tr Rus 1000 Etf (IWB) 0.4 $348k 1.7k 210.49
Cummins (CMI) 0.3 $328k 1.4k 242.30
Johnson & Johnson (JNJ) 0.3 $320k 1.8k 176.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $311k 3.8k 82.47
UnitedHealth (UNH) 0.3 $305k 576.00 529.76
Waters Corporation (WAT) 0.3 $297k 867.00 342.58
Ishares Tr Russell 2000 Etf (IWM) 0.3 $274k 1.6k 174.41
Ishares Tr Msci Gbl Sus Dev (SDG) 0.3 $266k 3.4k 78.91
Oracle Corporation (ORCL) 0.3 $263k 3.2k 81.73
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $256k 5.2k 49.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $238k 2.8k 83.61
Thermo Fisher Scientific (TMO) 0.3 $237k 430.00 550.08
Ball Corporation (BALL) 0.2 $232k 4.5k 51.14
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $232k 2.2k 105.36
Eli Lilly & Co. (LLY) 0.2 $228k 622.00 366.09
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $226k 4.9k 45.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $219k 572.00 382.30
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.2 $216k 2.7k 78.80
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $216k 1.6k 138.11
United Microelectronics Corp Spon Adr New (UMC) 0.1 $74k 11k 6.53