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
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.71 Billion 0.23% of portfolio	51,956	Q1 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$1.71 Billion 0.23% of portfolio	14,020	Q1 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$1.7 Billion 0.23% of portfolio	19,356	Q1 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$1.69 Billion 0.23% of portfolio	13,855	Q1 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$1.65 Billion 0.22% of portfolio	15,448	Q1 2025 New
FREL Fidelity Covington Tr Msci Rea	$0	$1.39 Billion 0.19% of portfolio	50,490	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$1.36 Billion 0.19% of portfolio	20,656	Q1 2025 New
VNQ Vanguard Specialized Funds Van	$0	$1.36 Billion 0.19% of portfolio	14,999	Q1 2025 New
ILCV Ishares Morningstar Value ETF	$0	$1.34 Billion 0.18% of portfolio	16,479	Q1 2025 New
BNDX Vanguard Total International B	$0	$1.31 Billion 0.18% of portfolio	26,747	Q1 2025 New
IYG Ishares Tr	$0	$1.3 Billion 0.18% of portfolio	16,542	Q1 2025 New
IXN Ishares Global Information Tec	$0	$1.11 Billion 0.15% of portfolio	14,591	Q1 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$1.09 Billion 0.15% of portfolio	6,365	Q1 2025 New
EFG Msci Eafe Growth ETF	$0	$1.06 Billion 0.14% of portfolio	10,580	Q1 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1 Billion 0.14% of portfolio	12,695	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$959 Million 0.13% of portfolio	4,324	Q1 2025 New
EFV Msci Eafe Value ETF	$0	$947 Million 0.13% of portfolio	16,070	Q1 2025 New
XLF Financial Sector Spdr	$0	$942 Million 0.13% of portfolio	18,912	Q1 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$884 Million 0.12% of portfolio	24,021	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$881 Million 0.12% of portfolio	9,486	Q1 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$830 Million 0.11% of portfolio	16,392	Q1 2025 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$812 Million 0.11% of portfolio	16,663	Q1 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$812 Million 0.11% of portfolio	17,626	Q1 2025 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$767 Million 0.1% of portfolio	30,405	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$735 Million 0.1% of portfolio	6,958	Q1 2025 New
PKW Invesco Exchange Traded Fd Tr	$0	$726 Million 0.1% of portfolio	6,442	Q1 2025 New
IEF Ishares Barclays	$0	$707 Million 0.1% of portfolio	7,409	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$566 Million 0.08% of portfolio	2,919	Q1 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$524 Million 0.07% of portfolio	10,473	Q1 2025 New
RSP Invesco S&P 500 Equal Weight E	$0	$518 Million 0.07% of portfolio	2,989	Q1 2025 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$499 Million 0.07% of portfolio	9,057	Q1 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$496 Million 0.07% of portfolio	4,560	Q1 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$484 Million 0.07% of portfolio	1,977	Q1 2025 New
SKYY First Trust Cloud Computing Et	$0	$460 Million 0.06% of portfolio	4,500	Q1 2025 New
XLI Industrial Sector Spdr	$0	$432 Million 0.06% of portfolio	3,297	Q1 2025 New
VGT Vanguard Information Technolog	$0	$410 Million 0.06% of portfolio	757	Q1 2025 New
MMIT Indexiq Active ETF Tr Iq Macka	$0	$400 Million 0.05% of portfolio	16,694	Q1 2025 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$399 Million 0.05% of portfolio	11,429	Q1 2025 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$399 Million 0.05% of portfolio	5,115	Q1 2025 New
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$397 Million 0.05% of portfolio	5,232	Q1 2025 New
BUG Global X Fds Cybersecurity ETF	$0	$380 Million 0.05% of portfolio	11,750	Q1 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$359 Million 0.05% of portfolio	15,637	Q1 2025 New
IHI Ishares Tr Dow Jones Us Medica	$0	$329 Million 0.04% of portfolio	5,460	Q1 2025 New
EEMV Ishares Msci Emerging Markets	$0	$320 Million 0.04% of portfolio	5,479	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$310 Million 0.04% of portfolio	6,853	Q1 2025 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$308 Million 0.04% of portfolio	5,536	Q1 2025 New
IYW Ishares Dj Us Tech ETF	$0	$303 Million 0.04% of portfolio	2,156	Q1 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$296 Million 0.04% of portfolio	5,653	Q1 2025 New
MBB Ishares Tr	$0	$280 Million 0.04% of portfolio	2,984	Q1 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$278 Million 0.04% of portfolio	2,047	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.