KilterHowling as of March 31, 2025
Portfolio Holdings for KilterHowling
KilterHowling holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 17.2 | $27M | 1.2M | 22.89 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 15.7 | $24M | 126k | 192.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.4 | $24M | 46k | 519.34 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.1 | $20M | 41k | 488.28 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 8.4 | $13M | 309k | 42.16 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 7.7 | $12M | 129k | 92.40 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.7 | $7.2M | 135k | 53.33 | |
| Apple (AAPL) | 2.4 | $3.8M | 19k | 197.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $2.4M | 4.7k | 513.25 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $1.7M | 5.2k | 321.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.4M | 3.6k | 388.02 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.3M | 5.2k | 253.47 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.3M | 3.0k | 438.20 | |
| Amazon (AMZN) | 0.9 | $1.3M | 6.9k | 192.08 | |
| Visa Com Cl A (V) | 0.6 | $992k | 2.8k | 351.25 | |
| NVIDIA Corporation (NVDA) | 0.6 | $963k | 8.2k | 117.38 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $908k | 7.4k | 123.36 | |
| Broadcom (AVGO) | 0.6 | $875k | 4.2k | 207.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $856k | 5.5k | 155.74 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $798k | 17k | 46.81 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $783k | 2.1k | 375.51 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $733k | 6.9k | 106.08 | |
| Costco Wholesale Corporation (COST) | 0.4 | $686k | 680.00 | 1008.31 | |
| Oracle Corporation (ORCL) | 0.3 | $529k | 3.5k | 150.29 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $527k | 1.7k | 310.56 | |
| Procter & Gamble Company (PG) | 0.3 | $492k | 3.1k | 158.66 | |
| Eli Lilly & Co. (LLY) | 0.3 | $468k | 622.00 | 751.96 | |
| Cummins (CMI) | 0.3 | $415k | 1.4k | 306.42 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $363k | 2.9k | 126.79 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $329k | 5.4k | 61.30 | |
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $319k | 4.4k | 73.20 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $316k | 1.6k | 201.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $308k | 545.00 | 565.41 | |
| Waters Corporation (WAT) | 0.2 | $304k | 867.00 | 350.88 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $287k | 2.3k | 125.96 | |
| Servicenow (NOW) | 0.2 | $261k | 268.00 | 974.49 | |
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $258k | 5.5k | 46.85 | |
| International Business Machines (IBM) | 0.2 | $252k | 991.00 | 254.11 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $250k | 1.3k | 195.82 | |
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.2 | $246k | 2.1k | 116.17 | |
| Ball Corporation (BALL) | 0.2 | $235k | 4.5k | 51.78 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $214k | 770.00 | 278.28 | |
| Wec Energy Group (WEC) | 0.1 | $214k | 2.0k | 107.97 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $210k | 9.6k | 21.79 |
