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Home > Institutional Investor > Caliber Wealth Management, Llc / Ks > 13F Holdings

Instuitional Investor - Caliber Wealth Management, Llc / Ks

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 218,425 $142,677,337 15.61%
2.
American Centy Etf Tr - US EQT ETF
 605,425 $67,311,204 7.37%
3.
Ishares Trust
 IEF 304,322 $30,210,042 3.31%
4.
Ishares Trust
 IEF 437,313 $29,531,733 3.23%
5.
Ishares Trust
 IEF 68,958 $29,403,691 3.22%
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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