KilterHowling LLC

Q1 2025 13F Holdings

  • Location
    boulder, CO
  • Num holdings

    44

  • Value ($000)

    $154,671

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0001759354
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$26.68M
17 %

1,165,547

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$24.31M
16 %

126,165

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$23.78M
15 %

45,789

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$20.21M
13 %

41,391

SHYG
SHYG

ISHARES TR

0-5YR HI YL CP
$13.00M
8 %

308,453

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
$11.88M
8 %

128,587

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$7.20M
5 %

135,016

AAPL
AAPL

APPLE INC

COM
$3.78M
2 %

19,119

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$2.39M
2 %

4,664

IWV
IWV

ISHARES TR

RUSSELL 3000 ETF
$1.67M
1 %

5,203

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