Callan Capital, LLC
Q4 2024 13F Holdings
- Locationla jolla, CA
- Num holdings
347
- Value ($000)
$1,367,392
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $135.37M | 10 % | 5,963,363 | ||
META META PLATFORMS INC | CL A | 30303M102 | $132.48M | 10 % | 226,267 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $88.11M | 6 % | 3,720,737 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $72.27M | 5 % | 3,906,686 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $61.31M | 5 % | 1,846,174 | ||
PRF INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | $37.98M | 3 % | 941,465 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $36.12M | 3 % | 720,590 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $35.63M | 3 % | 1,043,956 | ||
AAPL APPLE INC | COM | 037833100 | $32.69M | 2 % | 130,547 | ||
FNDB SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $31.49M | 2 % | 1,353,972 |
Rows Per Page
1 - 10 of 34710
- 10
- 50
- 100