Instuitional Investor - Caliber Wealth Management, Llc
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. | SPY | 51,487 | $26,931,482 | 14.32% | |
| 2. | Ishares Tr - MSCI USA QLT FCT | 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% |
