CALIBER WEALTH MANAGEMENT, LLC
Q1 2024 13F Holdings
- Locationorem, UT
- Num holdings
60
- Value ($000)
$188,037
- Date Filed04/25/2024
- Form type13F-HR
- CIK0001800453
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $26.93M | 14 % | 51,487 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $15.3M | 8 % | 93,120 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.71M | 4 % | 26,873 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $6.68M | 4 % | 29,228 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $6.41M | 3 % | 12,227 | ||
WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $5.82M | 3 % | 126,658 | ||
BROADCOM INC | COM | 11135F101 | $4.44M | 2 % | 3,348 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $4.4M | 2 % | 97,175 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | $4.07M | 2 % | 14,332 | ||
ISHARES TR | FALN ANGLS USD | 46435G474 | $3.99M | 2 % | 148,506 |
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