KilterHowling LLC
50 holdingsFiling period: 2026-03-31Current AUM: $219.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | 1.34M | $31.2M | $30.6M | 13.96% | +87.7K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 49.8K | $29.8M | $34.2M | 15.60% | +821 | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 137.3K | $29.5M | $32.8M | 14.98% | +1.7K | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 42.9K | $24.7M | $29.5M | 13.45% | -25 | 2026-03-31 |
| 5 | SHYG | ISHARES TR | 359.3K | $15.2M | $15.1M | 6.91% | +97.9K | 2026-03-31 |
| 6 | USMV | ISHARES TR | 139.4K | $12.9M | $13.7M | 6.23% | +2.2K | 2026-03-31 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 148.5K | $9.5M | $10.5M | 4.78% | +13.0K | 2026-03-31 |
| 8 | AVDE | AMERICAN CENTY ETF TR | 109.7K | $9.3M | $10.0M | 4.56% | -- | 2026-03-31 |
| 9 | AAPL | APPLE INC | 15.5K | $3.9M | $4.8M | 2.19% | +1.6K | 2026-03-31 |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.8K | $2.3M | $2.3M | 1.05% | +150 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 6.2K | $1.8M | $2.2M | 0.99% | +782 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 8.3K | $1.7M | $2.2M | 1.02% | +867 | 2026-03-31 |
| 13 | LLY | ELI LILLY & CO | 1.8K | $1.7M | $2.1M | 0.97% | +1.2K | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 9.7K | $1.6M | $1.5M | 0.69% | +1.9K | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 9.7K | $1.6M | $1.5M | 0.69% | +1.9K | 2026-03-31 |
| 16 | IWV | ISHARES TR | 4.3K | $1.6M | $1.8M | 0.84% | +8 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 4.9K | $1.4M | $1.7M | 0.80% | -456 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 8.0K | $1.4M | $1.6M | 0.73% | +661 | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 3.7K | $1.4M | $1.7M | 0.78% | +446 | 2026-03-31 |
| 20 | VTI | VANGUARD INDEX FDS | 4.2K | $1.4M | $1.6M | 0.71% | +3.4K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 4.3K | $1.3M | $1.7M | 0.77% | +235 | 2026-03-31 |
| 22 | VUG | VANGUARD INDEX FDS | 2.9K | $1.3M | $1.5M | 0.67% | +3 | 2026-03-31 |
| 23 | ESGU | ISHARES TR | 8.8K | $1.2M | $1.4M | 0.66% | +1.5K | 2026-03-31 |
| 24 | V | VISA INC | 4.1K | $1.2M | $1.5M | 0.68% | +959 | 2026-03-31 |
| 25 | EAGG | ISHARES TR | 23.7K | $1.1M | $1.1M | 0.50% | +6.3K | 2026-03-31 |
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