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Caliber Wealth Management, LLC / KS

13F
Caliber Wealth Management, LLC / KS
Last update 2025-05-07 254 Stocks (0 new)
Value $733.00 Mil Turnover 0 %
Countries:
Caliber Wealth Management, LLC... Top Holdings of 2025-03-31 View Full List
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)

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Caliber Wealth Management, LLC / KS's Asset Allocation

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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 %

Caliber Wealth Management, LLC / KS's Holdings Heat Map

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