Kerber Rose Wealth Management, LLC ETFs

Kerber Rose Wealth Management, LLC

$123 Million
Q2 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHD Schwab Strategic Tr Us Dividen	$0	$16.5 Million 13.46% of portfolio	230,786	Q2 2022 New
IVV Ishares Core S&P 500 ETF	$0	$7.03 Million 5.73% of portfolio	18,541	Q2 2022 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$5.99 Million 4.88% of portfolio	128,819	Q2 2022 New
TIP Ishares Tr Tips Bd ETF	$0	$5.94 Million 4.84% of portfolio	52,159	Q2 2022 New
SCHX Schwab Strategic Tr Us Large C	$0	$5.6 Million 4.56% of portfolio	125,310	Q2 2022 New
SCHP Schwab Strategic Us Tips ETF	$0	$5.11 Million 4.16% of portfolio	91,565	Q2 2022 New
VIG Vanguard Dividend Appreciation	$0	$3.07 Million 2.5% of portfolio	21,390	Q2 2022 New
VB Vanguard Small Cap ETF	$0	$2.87 Million 2.34% of portfolio	16,309	Q2 2022 New
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$2.57 Million 2.1% of portfolio	50,496	Q2 2022 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$2.56 Million 2.08% of portfolio	53,969	Q2 2022 New
STIP Ishares Barclays 0 5 Year Tips	$0	$2.5 Million 2.04% of portfolio	24,679	Q2 2022 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$2.44 Million 1.99% of portfolio	32,000	Q2 2022 New
GTO Invesco Actively Managed ETF T	$0	$2.38 Million 1.94% of portfolio	49,424	Q2 2022 New
PHYL Pgim ETF Tr	$0	$1.86 Million 1.52% of portfolio	54,701	Q2 2022 New
VCIT Vanguard Intermediate Term Cor	$0	$1.82 Million 1.48% of portfolio	22,693	Q2 2022 New
REGL Proshares Tr S&P Midcap 400 Di	$0	$1.55 Million 1.26% of portfolio	22,960	Q2 2022 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$1.51 Million 1.23% of portfolio	7,424	Q2 2022 New
FLRN Spdr Bloomberg Investment Grad	$0	$1.29 Million 1.05% of portfolio	42,970	Q2 2022 New
FBND Fidelity Merrimack Str Tr Tota	$0	$1.16 Million 0.95% of portfolio	24,943	Q2 2022 New
LDUR Pimco Enhanced Low Duration Ac	$0	$1.13 Million 0.92% of portfolio	11,730	Q2 2022 New
USMF Wisdomtree Tr Us Multifactor F	$0	$1.12 Million 0.91% of portfolio	30,972	Q2 2022 New
IWR Ishares Russell Mid Cap ETF	$0	$1.09 Million 0.88% of portfolio	16,799	Q2 2022 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$1.04 Million 0.85% of portfolio	36,053	Q2 2022 New
VYM Vanguard Whitehall Fds (Vangua	$0	$1.03 Million 0.84% of portfolio	10,130	Q2 2022 New
FHLC Fidelity Covington Tr Msci Hea	$0	$951,000 0.77% of portfolio	15,682	Q2 2022 New
HEFA Ishares Currency Hedged Msci E	$0	$800,000 0.65% of portfolio	25,141	Q2 2022 New
SPAB Spdr Portfolio Aggregate Bond	$0	$768,000 0.63% of portfolio	29,151	Q2 2022 New
FNCL Fidelity Covington Tr Msci Fin	$0	$726,000 0.59% of portfolio	16,273	Q2 2022 New
DES Wisdomtree Tr U.S. Smallcap Di	$0	$693,000 0.56% of portfolio	24,559	Q2 2022 New
SPTS Spdr Portfolio Short Term Trea	$0	$666,000 0.54% of portfolio	22,628	Q2 2022 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$572,000 0.47% of portfolio	13,279	Q2 2022 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$550,000 0.45% of portfolio	15,807	Q2 2022 New
SCHG Schwab Strategic Tr Us Large C	$0	$513,000 0.42% of portfolio	8,849	Q2 2022 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$509,000 0.41% of portfolio	13,067	Q2 2022 New
USRT Ishares Core U.S. Reit ETF	$0	$489,000 0.4% of portfolio	9,153	Q2 2022 New
AGG Ishares Core U.S. Aggregate Bo	$0	$484,000 0.39% of portfolio	4,761	Q2 2022 New
IDV Ishares Tr	$0	$416,000 0.34% of portfolio	15,326	Q2 2022 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$385,000 0.31% of portfolio	21,344	Q2 2022 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$370,000 0.3% of portfolio	2,174	Q2 2022 New
MMIN Indexiq Active ETF Tr Iq Macka	$0	$338,000 0.28% of portfolio	13,930	Q2 2022 New
FUTY Fidelity Covington Tr Msci Uti	$0	$330,000 0.27% of portfolio	7,314	Q2 2022 New
MUB Ishares National Muni Bond ETF	$0	$328,000 0.27% of portfolio	3,082	Q2 2022 New
SHV Ishares Tr	$0	$325,000 0.26% of portfolio	2,948	Q2 2022 New
IWS Ishares Russell Midcap Value E	$0	$323,000 0.26% of portfolio	3,182	Q2 2022 New
XLP Consumer Staples Sector Spdr	$0	$316,000 0.26% of portfolio	4,372	Q2 2022 New
SCHO Schwab Short Term Us Treasury	$0	$313,000 0.25% of portfolio	6,364	Q2 2022 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$304,000 0.25% of portfolio	3,763	Q2 2022 New
IYH Ishares Tr	$0	$302,000 0.25% of portfolio	1,124	Q2 2022 New
NEAR Blackrock Short Maturity Bond	$0	$301,000 0.25% of portfolio	6,117	Q2 2022 New
SPY Spdr S&P 500 ETF Trust	$0	$293,000 0.24% of portfolio	776	Q2 2022 New

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