KerberRose Wealth Management, LLC

Q2 2022 13F Holdings Report, Stock Holdings

Signature - Title
Gery Sadzewicz - CCO
Location
Shawano, WI
Holdings as of
30 Jun 2022
Value $
$122,790,000
Num holdings
115
Filing time
11 Aug 2022, 11:53:29 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHD, IVV, SPTM, TIP, and SCHX.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Gery Sadzewicz CCO Shawano, Wisconsin 10 Aug 2022