CW
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Caliber Wealth Management, LLC / KS13F | |
Caliber Wealth Management, LLC / KS | |
Last update 2025-05-07 | 254 Stocks (0 new) |
Value $733.00 Mil | Turnover 0 % |
Caliber Wealth Management, LLC... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 132,168 | 74,265.1 | 0% | 10.130 | 0% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
AVUS | Avantis U.S. Equity ETF | 402,926 | 37,222.3 | 0% | 5.080 | 0% | 0.480 | +17.97% | +7.13% | 8,993.6 | ||
VTI | Vanguard Total Stock Market ETF | 132,729 | 36,479.3 | 0% | 4.980 | 0% | 0.010 | +18.95% | +8.50% | 478,431.4 | ||
MSFT | Microsoft Corp | 96,259 | 36,134.7 | 0% | 4.930 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AVDE | Avantis International Equity ETF | 271,238 | 17,975.0 | 0% | 2.450 | 0% | 0.290 | +13.49% | +24.16% | 7,696.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 296,975 | 17,328.5 | 0% | 2.360 | 0% | 0.020 | +16.09% | +3.97% | 98,717.1 | ||
VOO | Vanguard S&P 500 ETF | 30,702 | 15,778.2 | 0% | 2.150 | 0% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
QQQ | INVESCO QQQ Trust | 29,725 | 13,938.7 | 0% | 1.900 | 0% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
AAPL | Apple Inc | 59,069 | 13,121.1 | 0% | 1.790 | 0% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VO | Vanguard Mid-Cap ETF | 49,563 | 12,818.0 | 0% | 1.750 | 0% | 0.020 | +15.88% | +9.89% | 80,725.0 |
Caliber Wealth Management, LLC / KS's Historical Top Holdings Breakdowns
Caliber Wealth Management, LLC / KS Total Holding History ($B)
Caliber Wealth Management, LLC / KS's Asset Allocation
Caliber Wealth Management, LLC / KS Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Caliber Wealth Management, LLC / KS's Hypothetical Growth since 2025-03-31
Caliber Wealth Management, LLC / KS's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Caliber Wealth Management, LLC / KS's Holdings Heat Map
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Caliber Wealth Management, LLC / KS's Holdings Bubble Chart
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