KERR FINANCIAL PLANNING Corp
524 holdingsFiling period: 2026-03-31Current AUM: $94.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 7.7K | $5.0M | $6.0M | 6.35% | -- | 2026-03-31 |
| 2 | NVDA | NVIDIA CORP | 22.3K | $4.7M | $5.4M | 5.71% | +974 | 2026-03-31 |
| 3 | TSLA | TESLA INC | 11.5K | $4.3M | $3.6M | 3.83% | +58 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 14.6K | $3.9M | $4.8M | 5.07% | +90 | 2026-03-31 |
| 5 | AMZN | AMAZON.COM INC | 12.1K | $3.1M | $4.1M | 4.32% | +103 | 2026-03-31 |
| 6 | ARKK | ARK INNOVATION ETF | 34.8K | $2.6M | $2.8M | 2.92% | +5.1K | 2026-03-31 |
| 7 | IVV | ISHARES CORE S&P 500 ETF | 3.2K | $2.3M | $2.7M | 2.81% | +196 | 2026-03-31 |
| 8 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 37.7K | $2.2M | $2.2M | 2.31% | +3.1K | 2026-03-31 |
| 9 | IYY | ISHARES DOW JONES U.S. ETF | 9.8K | $1.7M | $1.9M | 2.05% | +303 | 2026-03-31 |
| 10 | AMD | ADVANCED MICRO DEVIC | 4.9K | $1.6M | $3.7M | 3.92% | -12 | 2026-03-31 |
| 11 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 59.2K | $1.6M | $1.8M | 1.86% | +2.9K | 2026-03-31 |
| 12 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 10.7K | $1.5M | $1.3M | 1.36% | -780 | 2026-03-31 |
| 13 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 4.6K | $1.3M | $1.4M | 1.50% | +178 | 2026-03-31 |
| 14 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | 25.6K | $1.2M | $1.2M | 1.23% | +2.5K | 2026-03-31 |
| 15 | SMH | VANECK SEMICONDUCTOR ETF | 2.3K | $1.1M | $1.6M | 1.71% | -2,291 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 2.2K | $956K | $1.2M | 1.27% | +48 | 2026-03-31 |
| 17 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 5.9K | $915K | $1.1M | 1.11% | +885 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC CLASS CLASS A | 2.6K | $901K | $1.1M | 1.18% | +378 | 2026-03-31 |
| 19 | META | META PLATFORMS INC CLASS CLASS A | 1.2K | $782K | $761K | 0.80% | +288 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 2.5K | $778K | $930K | 0.98% | +96 | 2026-03-31 |
| 21 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 7.4K | $737K | $723K | 0.76% | +476 | 2026-03-31 |
| 22 | MRVL | MARVELL TECHNOLOGY INC | 4.8K | $729K | $1.4M | 1.46% | -249 | 2026-03-31 |
| 23 | AMAT | APPLIED MATLS INC | 1.9K | $707K | $1.1M | 1.11% | -- | 2026-03-31 |
| 24 | RMBS | RAMBUS INC DEL | 6.0K | $661K | $699K | 0.74% | -1,900 | 2026-03-31 |
| 25 | UMBF | UMB FINL CORP | 5.2K | $654K | $845K | 0.89% | +5.0K | 2026-03-31 |
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