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Home > Institutional Investor > Callan Capital, Llc > Profile

Instuitional Investor - Callan Capital, Llc

Fund Profile
Filing Period:
Fund Name: Callan Capital, Llc
Portfolio Value $1,059,753,173
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,125,616 $118,333,033 11.16%
2.
Schwab Strategic Trust
 FNDF 2,104,001 $77,763,890 7.33%
3.
Schwab Strategic Trust
 FNDF 1,209,074 $74,890,023 7.06%
4.
Schwab Strategic Trust
 FNDF 1,949,400 $65,753,246 6.2%
5.
Vanguard Mun Bd Fds
 780,301 $39,834,358 3.75%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)