KilterHowling LLC
51 holdingsFiling period: 2026-06-30Current AUM: $225.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 51.2K | $35.1M | $35.6M | 15.82% | +1.4K | 2026-06-30 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 139.3K | $33.0M | $33.1M | 14.69% | +2.0K | 2026-06-30 |
| 3 | QQQ | INVESCO QQQ TR | 42.5K | $31.3M | $29.9M | 13.29% | -383 | 2026-06-30 |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 1.35M | $31.2M | $30.2M | 13.41% | +2.9K | 2026-06-30 |
| 5 | SHYG | ISHARES TR | 366.8K | $15.6M | $15.3M | 6.79% | +7.5K | 2026-06-30 |
| 6 | USMV | ISHARES TR | 142.1K | $13.7M | $14.1M | 6.26% | +2.7K | 2026-06-30 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 159.8K | $11.4M | $11.4M | 5.08% | +11.3K | 2026-06-30 |
| 8 | AVDE | AMERICAN CENTY ETF TR | 111.3K | $9.9M | $10.2M | 4.54% | +1.7K | 2026-06-30 |
| 9 | AAPL | APPLE INC | 21.3K | $6.2M | $7.0M | 3.13% | +5.7K | 2026-06-30 |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.5K | $2.8M | $2.8M | 1.23% | +706 | 2026-06-30 |
| 11 | LLY | ELI LILLY & CO | 1.9K | $2.3M | $2.1M | 0.95% | +41 | 2026-06-30 |
| 12 | AMZN | AMAZON COM INC | 9.3K | $2.2M | $2.3M | 1.02% | +1.0K | 2026-06-30 |
| 13 | JPM | JPMORGAN CHASE & CO | 6.4K | $2.1M | $2.2M | 1.00% | +176 | 2026-06-30 |
| 14 | IWV | ISHARES TR | 4.3K | $1.8M | $1.9M | 0.82% | +10 | 2026-06-30 |
| 15 | GOOG | ALPHABET INC | 5.0K | $1.8M | $1.7M | 0.75% | +75 | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 8.2K | $1.6M | $1.7M | 0.77% | +211 | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 4.3K | $1.6M | $1.5M | 0.65% | +8 | 2026-06-30 |
| 18 | MSFT | MICROSOFT CORP | 4.1K | $1.5M | $2.0M | 0.91% | +416 | 2026-06-30 |
| 19 | VUG | VANGUARD INDEX FDS | 17.3K | $1.5M | $1.5M | 0.67% | +14.4K | 2026-06-30 |
| 20 | V | VISA INC | 4.3K | $1.5M | $1.6M | 0.72% | +223 | 2026-06-30 |
| 21 | ESGU | ISHARES TR | 8.8K | $1.4M | $1.4M | 0.64% | -56 | 2026-06-30 |
| 22 | XOM | EXXON MOBIL CORP | 10.1K | $1.4M | $1.7M | 0.76% | +344 | 2026-06-30 |
| 23 | XOM | EXXON MOBIL CORP | 10.1K | $1.4M | $1.7M | 0.76% | +344 | 2026-06-30 |
| 24 | EAGG | ISHARES TR | 23.0K | $1.1M | $1.1M | 0.47% | -669 | 2026-06-30 |
| 25 | IWF | ISHARES TR | 8.4K | $1.0M | $1.0M | 0.45% | +6.3K | 2026-06-30 |
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