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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 667,041 $19,430,910 17.06%
2.
Schwab Strategic Trust
 SCHD 334,842 $10,212,681 8.97%
3.
Invesco Qqq Tr
 16,527 $9,538,852 8.37%
4.
Vanguard Index Fds - GROWTH ETF
 15,836 $6,917,141 6.07%
5.
Ishares Tr
 27,697 $3,284,893 2.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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