Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Kerberrose Wealth Management, Llc > Profile

Instuitional Investor - Kerberrose Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Kerberrose Wealth Management, Llc
Portfolio Value $122,790,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 230,786 $16,531,000 13.46%
2.
Ishares Trust
 IEF 18,541 $7,030,000 5.72%
3.
Spdr Series Trust
 128,819 $5,988,000 4.87%
4.
Ishares Trust
 IEF 52,159 $5,941,000 4.83%
5.
Schwab Strategic Trust
 FNDF 125,310 $5,596,000 4.55%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)