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Home > Institutional Investor > Cdkv Holdings Llc > 13F Holdings

Instuitional Investor - Cdkv Holdings Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 659,075 $22,303,104 17.43%
2.
Invesco Qqq Tr
 16,598 $12,222,474 9.55%
3.
Schwab Strategic Trust
 SCHD 335,591 $11,681,925 9.13%
4.
Vanguard Index Fds - GROWTH ETF
 93,885 $8,087,271 6.32%
5.
Schwab Strategic Trust
 SCHD 86,145 $3,176,176 2.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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