Caliber Wealth Management, LLC / Ks ETFs

Caliber Wealth Management, LLC / Ks

$733 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVV Ishares Core S&P 500 ETF	$0	$74.3 Billion 10.13% of portfolio	132,168	Q1 2025 New
AVUS American Centy ETF Tr Avantis	$0	$37.2 Billion 5.08% of portfolio	402,926	Q1 2025 New
AVDE American Centy ETF Tr Avantis	$0	$18 Billion 2.45% of portfolio	271,238	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$17.3 Billion 2.36% of portfolio	296,975	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$15.8 Billion 2.15% of portfolio	30,702	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$13.9 Billion 1.9% of portfolio	29,725	Q1 2025 New
VO Vanguard Mid Cap ETF	$0	$12.8 Billion 1.75% of portfolio	49,563	Q1 2025 New
IEFA Ishares Tr	$0	$12.7 Billion 1.73% of portfolio	167,516	Q1 2025 New
SLV I Shares Silver Trust	$15.5B	$11.7 Billion 1.6% of portfolio	377,350	Q1 2025 New
SPY Spdr S&P 500 ETF Trust	$0	$11.4 Billion 1.55% of portfolio	20,348	Q1 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$10.7 Billion 1.45% of portfolio	134,297	Q1 2025 New
AVEM American Centy ETF Tr Avantis	$0	$10.6 Billion 1.45% of portfolio	176,256	Q1 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$10.4 Billion 1.42% of portfolio	104,928	Q1 2025 New
XLK Technology Sector Spdr	$0	$9.88 Billion 1.35% of portfolio	47,853	Q1 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$9.85 Billion 1.34% of portfolio	134,086	Q1 2025 New
AVUV American Centy ETF Tr Avantis	$0	$7.5 Billion 1.02% of portfolio	86,080	Q1 2025 New
MUB Ishares National Muni Bond ETF	$0	$7.1 Billion 0.97% of portfolio	67,324	Q1 2025 New
FVD First Tr Value Line Divid Inde	$0	$6.99 Billion 0.95% of portfolio	156,766	Q1 2025 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$6.51 Billion 0.89% of portfolio	131,283	Q1 2025 New
PULS Pgim ETF Tr	$0	$6.32 Billion 0.86% of portfolio	127,173	Q1 2025 New
IVE Ishares S&P 500 Value ETF	$0	$5.11 Billion 0.7% of portfolio	26,803	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$5.11 Billion 0.7% of portfolio	182,642	Q1 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$4.97 Billion 0.68% of portfolio	47,518	Q1 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$4.89 Billion 0.67% of portfolio	52,221	Q1 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$4.76 Billion 0.65% of portfolio	130,696	Q1 2025 New
NEAR Blackrock Short Maturity Bond	$0	$4.6 Billion 0.63% of portfolio	90,518	Q1 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$4.07 Billion 0.55% of portfolio	40,400	Q1 2025 New
VUG Vanguard Growth ETF	$0	$3.96 Billion 0.54% of portfolio	10,678	Q1 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$3.94 Billion 0.54% of portfolio	64,992	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$3.91 Billion 0.53% of portfolio	63,039	Q1 2025 New
GLD Spdr Gold Trust	$106B	$3.76 Billion 0.51% of portfolio	13,053	Q1 2025 New
AVDV American Centy ETF Tr Avantis	$0	$3.62 Billion 0.49% of portfolio	51,877	Q1 2025 New
VNLA Janus Henderson Short Duration	$0	$3.31 Billion 0.45% of portfolio	67,422	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$3.3 Billion 0.45% of portfolio	9,133	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$3.21 Billion 0.44% of portfolio	17,062	Q1 2025 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$3.06 Billion 0.42% of portfolio	75,092	Q1 2025 New
IEMG Ishares Inc	$0	$3.06 Billion 0.42% of portfolio	56,699	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$2.93 Billion 0.4% of portfolio	23,082	Q1 2025 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$2.84 Billion 0.39% of portfolio	39,789	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$2.84 Billion 0.39% of portfolio	30,777	Q1 2025 New
IWR Ishares Russell Mid Cap ETF	$0	$2.67 Billion 0.36% of portfolio	31,437	Q1 2025 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$2.55 Billion 0.35% of portfolio	33,357	Q1 2025 New
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$2.53 Billion 0.35% of portfolio	14,541	Q1 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$2.46 Billion 0.34% of portfolio	4,608	Q1 2025 New
IWM Ishares Russell 2000 ETF	$0	$2.3 Billion 0.31% of portfolio	11,551	Q1 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$2.27 Billion 0.31% of portfolio	11,247	Q1 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$2.14 Billion 0.29% of portfolio	52,542	Q1 2025 New
IMCV Ishares Morningstar Mid Cap Va	$0	$1.9 Billion 0.26% of portfolio	25,602	Q1 2025 New
IGV Ishares Expanded Tech Software	$0	$1.88 Billion 0.26% of portfolio	21,123	Q1 2025 New
EYLD Cambria ETF Tr Emerging Shareh	$0	$1.8 Billion 0.25% of portfolio	56,799	Q1 2025 New

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