Kilterhowling LLC
CIK:0001759354
Investment Adviser
$258M AUM
46 holdings
Boulder, CO, USA
KilterHowling LLC is an SEC registered investment adviser. It blends technology and personal service, focusing on balancing risk and return.
Investment Strategy
Focused on designing portfolios that deliver risk-return profiles to help clients achieve their financial goals.
Top Buys
Q
QQQINVESCO QQQ TR+$2.9M
V
VOOVANGUARD INDEX FDS+$2.7M
V
VIGVANGUARD SPECIALIZED FUNDS+$1.9M
S
SCHZSCHWAB STRATEGIC TR+$995.2K
S
SHYGISHARES TR+$748.4K
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$128.2K
S
SDGISHARES TR+$15.1K
N
NOWSERVICENOW INC+$14.4K
X
XOMEXXON MOBIL CORP+$14.3K
V
VVISA INC+$11.0K
Top Holdings
S
SCHZSCHWAB STRATEGIC TR+16.5%$27.7M
V
VOOVANGUARD INDEX FDS+15.8%$26.5M
V
VIGVANGUARD SPECIALIZED FUNDS+15.6%$26.2M
Q
QQQINVESCO QQQ TR+13.8%$23.1M
S
SHYGISHARES TR+8.2%$13.8M
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHZ | SCHWAB STRATEGIC TR | 16.49% | $27.7M | 1,190,816 | $23.33 | $23.24 | +$995.2K |
V VOO | VANGUARD INDEX FDS | 15.80% | $26.5M | 46,704 | $414.84 | $568.03 | +$2.7M |
V VIG | VANGUARD SPECIALIZED FUNDS | 15.64% | $26.2M | 128,232 | $173.23 | $204.67 | +$1.9M |
Q QQQ | INVESCO QQQ TR | 13.78% | $23.1M | 41,937 | $403.16 | $551.64 | +$2.9M |
S SHYG | ISHARES TR | 8.19% | $13.8M | 318,795 | $41.67 | $43.14 | +$748.4K |
Industry Allocation
ELECTRONIC COMPUTERS
+2.3%
SERVICES-PREPACKAGED SOFTWARE
+1.5%
SEMICONDUCTORS & RELATED DEVICES
+1.5%
FIRE, MARINE & CASUALTY INSURANCE
+1.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.2%