Instuitional Investor - Caliber Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Caliber Wealth Management, Llc |
| Portfolio Value | $148,686,949 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 51,549 | $22,035,955 | 14.82% | |
| 2. | Ishares Tr | 94,786 | $12,491,911 | 8.4% | |
| 3. | Vanguard World Fund | 12,939 | $5,368,426 | 3.61% | |
| 4. | Vanguard Index Fds | 28,301 | $5,350,921 | 3.59% | |
| 5. | Vanguard Index Fds | 25,517 | $5,313,733 | 3.57% |
