Kerber Rose Wealth Management, LLC New Holdings in Q2 2022

Kerber Rose Wealth Management, LLC

  • $123 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
231K
New
$70.31 - $80.24 $16.2M - $18.5M
231K $16.5M
IVV
Ishares Core S&P 500 ETF

ETFs
18.5K
New
$366.99 - $458.8 $6.8M - $8.51M
18.5K $7.03M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
129K
New
$45.19 - $56.15 $5.82M - $7.23M
129K $5.99M
TIP
Ishares Tr Tips Bd ETF

ETFs
52.2K
New
$113.44 - $123.09 $5.92M - $6.42M
52.2K $5.94M
SCHX
Schwab Strategic Tr Us Large C

ETFs
125K
New
$43.35 - $54.51 $5.43M - $6.83M
125K $5.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
91.6K
New
$55.59 - $60.15 $5.09M - $5.51M
91.6K $5.11M
VIG
Vanguard Dividend Appreciation

ETFs
21.4K
New
N/A
21.4K $3.07M
AAPL
Apple Inc.

Technology
21.3K
New
$130.06 - $178.44 $2.77M - $3.8M
21.3K $2.91M
VB
Vanguard Small Cap ETF

ETFs
16.3K
New
$170.7 - $214.67 $2.78M - $3.5M
16.3K $2.87M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
50.5K
New
$49.92 - $55.16 $2.52M - $2.79M
50.5K $2.57M
MSFT
Microsoft Corp

Technology
9.85K
New
$242.26 - $314.97 $2.39M - $3.1M
9.85K $2.53M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
24.7K
New
$101.26 - $104.65 $2.5M - $2.58M
24.7K $2.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32K
New
$75.21 - $77.95 $2.41M - $2.49M
32K $2.44M
GTO
Invesco Actively Managed ETF T

ETFs
49.4K
New
$47.72 - $52.41 $2.36M - $2.59M
49.4K $2.38M
PHYL
Pgim ETF Tr

ETFs
54.7K
New
$34.02 - $38.0 $1.86M - $2.08M
54.7K $1.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
22.7K
New
$78.1 - $85.93 $1.77M - $1.95M
22.7K $1.82M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
23K
New
$65.1 - $73.72 $1.49M - $1.69M
23K $1.55M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.42K
New
$101.86 - $134.9 $756K - $1M
7.42K $1.51M
UNH
Unitedhealth Group Inc

Healthcare
2.71K
New
$452.06 - $546.01 $1.22M - $1.48M
2.71K $1.39M
FLRN
Spdr Bloomberg Investment Grad

ETFs
43K
New
$30.11 - $30.51 $1.29M - $1.31M
43K $1.29M
NIC
Nicolet Bankshares Inc

Financial Services
16.9K
New
$71.33 - $93.44 $1.21M - $1.58M
16.9K $1.22M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
24.9K
New
$45.82 - $49.76 $1.14M - $1.24M
24.9K $1.16M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
11.7K
New
$95.76 - $97.76 $1.12M - $1.15M
11.7K $1.13M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
31K
New
$35.27 - $41.72 $1.09M - $1.29M
31K $1.12M
GOOGL
Alphabet Inc.

Communication Services
505
New
$105.81 - $142.97 $53.4K - $72.2K
505 $1.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
16.8K
New
$62.75 - $78.76 $1.05M - $1.32M
16.8K $1.09M
BYLD
Ishares Tr Yield Optimized Bd
47.8K
New
N/A
47.8K $1.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.1K
New
$28.57 - $34.74 $1.03M - $1.25M
36.1K $1.04M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.1K
New
$99.2 - $114.57 $1M - $1.16M
10.1K $1.03M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
15.7K
New
$56.56 - $68.08 $887K - $1.07M
15.7K $951K
JPM
Jpmorgan Chase & CO

Financial Services
8.27K
New
$112.61 - $135.91 $931K - $1.12M
8.27K $931K
AMZN
Amazon Com Inc

Consumer Cyclical
8.14K
New
$102.31 - $168.35 $833K - $1.37M
8.14K $865K
WSBC
Wesbanco Inc

Financial Services
25.5K
New
$31.02 - $35.13 $791K - $896K
25.5K $809K
HEFA
Ishares Currency Hedged Msci E

ETFs
25.1K
New
$31.04 - $34.59 $780K - $870K
25.1K $800K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
2.85K
New
N/A
2.85K $778K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
29.2K
New
$25.67 - $27.71 $748K - $808K
29.2K $768K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
16.3K
New
$43.64 - $54.04 $710K - $879K
16.3K $726K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
24.6K
New
$27.57 - $32.14 $677K - $789K
24.6K $693K
PFE
Pfizer Inc

Healthcare
12.8K
New
$46.53 - $55.17 $595K - $705K
12.8K $670K
SPTS
Spdr Portfolio Short Term Trea

ETFs
22.6K
New
$29.16 - $29.7 $660K - $672K
22.6K $666K
PG
Procter & Gamble CO

Consumer Defensive
4.27K
New
$132.36 - $163.65 $565K - $699K
4.27K $614K
BLK
Black Rock Inc.

Financial Services
955
New
$582.26 - $782.23 $556K - $747K
955 $582K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.3K
New
$43.07 - $51.1 $572K - $679K
13.3K $572K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.8K
New
$33.85 - $40.03 $535K - $633K
15.8K $550K
XOM
Exxon Mobil Corp

Energy
6.39K
New
$82.26 - $104.59 $526K - $669K
6.39K $548K
VZ
Verizon Communications Inc

Communication Services
10.2K
New
$46.23 - $55.01 $471K - $561K
10.2K $518K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.85K
New
$55.73 - $76.55 $493K - $677K
8.85K $513K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13.1K
New
$38.16 - $45.36 $499K - $593K
13.1K $509K
CVX
Chevron Corp

Energy
3.46K
New
$142.43 - $181.13 $493K - $627K
3.46K $501K
Activity Summary
Buys All Purchases 115 New Holdings 115 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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