13F Filings History of KerberRose Wealth Management, LLC

Latest 13F report
Q2 2022 - 11 Aug 2022
Value $
$122,790,000
Signature - Title
Gery Sadzewicz - CCO
Location
Shawano, WI
Summary
This page shows a list of all the recent 13F filings made by KerberRose Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KerberRose Wealth Management, LLC reported 115 stock holdings with total value $122,790,000 as of Q2 2022. Top holdings included SCHD, IVV, SPTM, TIP, and SCHX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 115 $122,790,000 $0 $0 $0 SCHD, IVV, SPTM, TIP, SCHX 13F-HR 11 Aug 2022, 11:53