Instuitional Investor - Calder Financial Llc
Fund Profile
Filing Period:
| Fund Name: | Calder Financial Llc |
| Portfolio Value | $106,148,847 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 23,838 | $16,372,441 | 15.42% | |
| 2. | Vanguard Bd Index Fds - VANGUARD ULTRA | 320,831 | $15,970,960 | 15.05% | |
| 3. | Vanguard Index Fds | 35,974 | $13,311,958 | 12.54% | |
| 4. | VCIT | 130,738 | $7,608,949 | 7.17% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 22,440 | $5,309,799 | 5% |