| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISR | Exit | PERSPECTIVE THERAPEUTICS INC | $0 | – | -14,625 | -100.0% | -0.00% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -10,989 | -100.0% | -0.07% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -1,947 | -100.0% | -0.18% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -403 | -100.0% | -0.18% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -414 | -100.0% | -0.19% | – |
| BLL | Exit | BALL CORP | $0 | – | -4,545 | -100.0% | -0.20% | – |
| BGRN | Exit | ISHARES TRusd grn bond etf | $0 | – | -5,056 | -100.0% | -0.20% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -2,214 | -100.0% | -0.20% | – |
| CRBN | Exit | ISHARES TRmsci lw crb tg | $0 | – | -1,569 | -100.0% | -0.21% | – |
| SHE | Exit | SPDR SER TRspdr msci usa ge | $0 | – | -2,768 | -100.0% | -0.21% | – |
| WAT | Exit | WATERS CORP | $0 | – | -867 | -100.0% | -0.21% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -575 | -100.0% | -0.22% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,848 | -100.0% | -0.23% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,571 | -100.0% | -0.24% | – |
| SDG | Exit | ISHARES TRmsci gbl sus dev | $0 | – | -3,847 | -100.0% | -0.25% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -4,254 | -100.0% | -0.26% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -5,894 | -100.0% | -0.26% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,354 | -100.0% | -0.27% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -622 | -100.0% | -0.29% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,230 | -100.0% | -0.30% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -692 | -100.0% | -0.31% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -7,438 | -100.0% | -0.32% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,659 | -100.0% | -0.34% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,320 | -100.0% | -0.34% | – |
| V | Exit | VISA INC | $0 | – | -1,712 | -100.0% | -0.35% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,963 | -100.0% | -0.46% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -2,066 | -100.0% | -0.48% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,369 | -100.0% | -0.52% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -4,491 | -100.0% | -0.57% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,110 | -100.0% | -0.59% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -4,789 | -100.0% | -0.62% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -15,517 | -100.0% | -0.62% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -5,612 | -100.0% | -0.63% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -10,242 | -100.0% | -0.85% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,573 | -100.0% | -0.86% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -5,090 | -100.0% | -1.10% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -4,547 | -100.0% | -1.40% | – |
| AAPL | Exit | APPLE INC | $0 | – | -14,809 | -100.0% | -2.23% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -54,478 | -100.0% | -6.70% | – |
| ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -81,440 | -100.0% | -6.84% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -162,855 | -100.0% | -7.08% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -20,737 | -100.0% | -7.17% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -113,505 | -100.0% | -7.23% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -53,742 | -100.0% | -7.35% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -25,579 | -100.0% | -8.06% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -240,339 | -100.0% | -9.36% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -127,366 | -100.0% | -10.29% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -364,938 | -100.0% | -13.18% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 29.5% |
| ISHARES TR | 8 | Q3 2023 | 16.9% |
| ISHARES TR | 8 | Q3 2023 | 9.4% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 8.4% |
| INVESCO QQQ TR | 8 | Q3 2023 | 8.8% |
| ISHARES INC | 8 | Q3 2023 | 8.0% |
| ISHARES TR | 8 | Q3 2023 | 8.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.3% |
| APPLE INC | 8 | Q3 2023 | 2.5% |
| ISHARES TR | 8 | Q3 2023 | 6.3% |
View KilterHowling LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-05-04 |
View KilterHowling LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.