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Home > Institutional Investor > Caliber Wealth Management, Llc / Ks > Profile

Instuitional Investor - Caliber Wealth Management, Llc / Ks

Fund Profile
Filing Period:
Fund Name: Caliber Wealth Management, Llc / Ks
Portfolio Value $732,815,805
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 132,168 $74,265,154 10.13%
2.
American Centy Etf Tr - US EQT ETF
 402,926 $37,222,275 5.08%
3.
Vanguard Index Fds
 132,729 $36,479,331 4.98%
4.
Microsoft Corp
 MSFT 96,259 $36,134,744 4.93%
5.
American Centy Etf Tr - INTL EQT ETF
 271,238 $17,974,951 2.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)