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

Instuitional Investor - Caliber Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Caliber Wealth Management, Llc
Portfolio Value	$188,036,737

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	51,487	$26,931,482	14.32%
2.	Ishares Trust	VLUE	93,120	$15,304,192	8.14%
3.	Vanguard Index Fds - MID CAP ETF		26,873	$6,714,457	3.57%
4.	Vanguard Index Fds - SMALL CP ETF		29,228	$6,681,168	3.55%
5.	Vanguard World Fund		12,227	$6,411,059	3.41%