0001759354-24-000001.txt : 20240208 0001759354-24-000001.hdr.sgml : 20240208 20240208141421 ACCESSION NUMBER: 0001759354-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KilterHowling LLC CENTRAL INDEX KEY: 0001759354 ORGANIZATION NAME: IRS NUMBER: 463964930 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23201 FILM NUMBER: 24608358 BUSINESS ADDRESS: STREET 1: 2101 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 BUSINESS PHONE: 7204432076 MAIL ADDRESS: STREET 1: 2101 PEARL STREET CITY: BOULDER STATE: CO ZIP: 80302 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001759354 XXXXXXXX 12-31-2023 12-31-2023 KilterHowling LLC
2101 PEARL STREET BOULDER CO 80302
13F HOLDINGS REPORT 028-23201 000169684 801-118595 N
William Stites CCO 970-317-0936 William Stites Boulder CO 02-08-2024 0 46 133409889 false
INFORMATION TABLE 2 20240202_KilterHowling13f.xml ADOBE INC COM 00724F101 262791 414 SH SOLE 0 0 0 414 ALPHABET INC CAP STK CL C 02079K107 202966 1414 SH SOLE 0 0 0 1414 AMAZON COM INC COM 023135106 968665 5638 SH SOLE 0 0 0 5638 APPLE INC COM 037833100 2789913 15012 SH SOLE 0 0 0 15012 BALL CORP COM 058498106 270346 4545 SH SOLE 0 0 0 4545 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1776740 4547 SH SOLE 0 0 0 4547 BROADCOM INC COM 11135F101 405257 331 SH SOLE 0 0 0 331 CUMMINS INC COM 231021106 331264 1354 SH SOLE 0 0 0 1354 ELI LILLY & CO COM 532457108 415561 622 SH SOLE 0 0 0 622 EXXON MOBIL CORP COM 30231G102 397410 3897 SH SOLE 0 0 0 3897 INVESCO QQQ TR UNIT SER 1 46090E103 16615419 38730 SH SOLE 0 0 0 38730 ISHARES TR RUS 1000 ETF 464287622 454689 1673 SH SOLE 0 0 0 1673 ISHARES TR RUS 1000 GRW ETF 464287614 666104 2073 SH SOLE 0 0 0 2073 ISHARES TR RUSSELL 2000 ETF 464287655 305500 1571 SH SOLE 0 0 0 1571 ISHARES TR RUSSELL 3000 ETF 464287689 1449937 5131 SH SOLE 0 0 0 5131 ISHARES TR RUS MD CP GR ETF 464287481 303255 2855 SH SOLE 0 0 0 2855 ISHARES TR RUS MDCP VAL ETF 464287473 258244 2238 SH SOLE 0 0 0 2238 ISHARES TR MSCI USA MIN VOL 46429B697 9421627 117257 SH SOLE 0 0 0 117257 ISHARES TR MSCI LW CRB TG 46434V464 265242 1566 SH SOLE 0 0 0 1566 ISHARES TR 0-5YR HI YL CP 46434V407 12714424 301147 SH SOLE 0 0 0 301147 ISHARES TR MSCI GBL SUS DEV 46435G532 316907 4171 SH SOLE 0 0 0 4171 ISHARES TR ESG AWR MSCI USA 46435G425 1049674 9651 SH SOLE 0 0 0 9651 ISHARES TR ESG AWR US AGRGT 46435U549 765981 16177 SH SOLE 0 0 0 16177 ISHARES TR USD GRN BOND ETF 46435U440 253985 5414 SH SOLE 0 0 0 5414 JPMORGAN CHASE & CO COM 46625H100 773556 4427 SH SOLE 0 0 0 4427 META PLATFORMS INC CL A 30303M102 575213 1211 SH SOLE 0 0 0 1211 MICROSOFT CORP COM 594918104 898218 2184 SH SOLE 0 0 0 2184 NVIDIA CORPORATION COM 67066G104 616850 932 SH SOLE 0 0 0 932 ORACLE CORP COM 68389X105 374341 3233 SH SOLE 0 0 0 3233 PACER FDS TR US CASH COWS 100 69374H881 8620926 166331 SH SOLE 0 0 0 166331 PROCTER AND GAMBLE CO COM 742718109 464799 2940 SH SOLE 0 0 0 2940 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 29315441 633984 SH SOLE 0 0 0 633984 SERVICENOW INC COM 81762P102 209388 268 SH SOLE 0 0 0 268 SPDR S&P 500 ETF TR TR UNIT 78462F103 286409 579 SH SOLE 0 0 0 579 SPDR SER TR SPDR MSCI USA GE 78468R747 267441 2675 SH SOLE 0 0 0 2675 TESLA INC COM 88160R101 350452 1865 SH SOLE 0 0 0 1865 THERMO FISHER SCIENTIFIC INC COM 883556102 222251 403 SH SOLE 0 0 0 403 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 83736 10989 SH SOLE 0 0 0 10989 UNITEDHEALTH GROUP INC COM 91324P102 455280 892 SH SOLE 0 0 0 892 VANGUARD INDEX FDS TOTAL STK MKT 922908769 223499 912 SH SOLE 0 0 0 912 VANGUARD INDEX FDS GROWTH ETF 922908736 1178544 3579 SH SOLE 0 0 0 3579 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18418453 40544 SH SOLE 0 0 0 40544 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16331562 93666 SH SOLE 0 0 0 93666 VANGUARD WORLD FD ESG INTL STK ETF 921910725 330092 6057 SH SOLE 0 0 0 6057 VISA INC COM CL A 92826C839 473455 1708 SH SOLE 0 0 0 1708 WATERS CORP COM 941848103 278082 867 SH SOLE 0 0 0 867