Callan Capital, LLC
Q1 2025 13F Holdings
- Locationla jolla, CA
- Num holdings
369
- Value ($000)
$1,352,250
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001542166
- 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 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $127.27M | 9 % | 5,911,420 | ||
META PLATFORMS INC | CL A | 30303M102 | $109.89M | 8 % | 190,663 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $88.66M | 7 % | 3,755,197 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $77.18M | 6 % | 3,901,803 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $66.09M | 5 % | 1,828,746 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $39.53M | 3 % | 1,085,621 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $38.02M | 3 % | 940,811 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $31.8M | 2 % | 702,638 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $31.25M | 2 % | 448,149 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $30.77M | 2 % | 1,337,085 |
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