Caliber Wealth Management, LLC / Ks
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $322.0K | 0.0% |
| ISHARES TR | $330.0K | 0.0% |
| THE GOLDMAN SACHS GROUP, INC. | $334.9K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $336.3K | 0.0% |
| Morgan Stanley | $342.1K | 0.0% |
| COCA COLA CO | $355.5K | 0.0% |
| GLOBAL X FDS | $357.9K | 0.0% |
| ISHARES TR | $359.9K | 0.0% |
| INNOVATOR ETFS TRUST | $360.5K | 0.0% |
| Netflix Inc | $365.5K | 0.0% |
| BONDBLOXX ETF TRUST | $367.5K | 0.0% |
| LAM RESEARCH CORP | $368.1K | 0.0% |
| FIDELITY COVINGTON TRUST | $380.2K | 0.0% |
| SHOPIFY INC | $381.0K | 0.0% |
| ISHARES TR | $382.3K | 0.0% |
| FIDELITY MERRIMACK STR TR | $386.5K | 0.0% |
| INNOVATOR ETFS TRUST | $396.7K | 0.0% |
| iShares MSCI UAE ETF | $405.1K | 0.0% |
| ServiceNow Inc | $406.4K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $407.1K | 0.0% |
| Estee Lauder Cos Inc/The | $417.5K | 0.0% |
| COMMERCE BANCSHARES INC /MO | $422.1K | 0.0% |
| ISHARES TR | $422.7K | 0.0% |
| BLACKROCK ETF TRUST | $423.0K | 0.0% |
| MCDONALD'S CORP | $432.5K | 0.0% |
| BLACKROCK ETF TRUST II | $432.9K | 0.0% |
| INNOVATOR ETFS TRUST | $439.5K | 0.0% |
| SPDR SERIES TRUST | $454.1K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $462.5K | 0.0% |
| Mastercard Inc | $464.1K | 0.0% |
| ISHARES TR | $469.1K | 0.1% |
| VANGUARD INDEX FDS | $471.5K | 0.1% |
| SPROTT ASSET MANAGEMENT LP | $473.0K | 0.1% |
| INNOVATOR ETFS TRUST | $480.3K | 0.1% |
| VANGUARD INDEX FDS | $482.7K | 0.1% |
| ISHARES INC | $483.5K | 0.1% |
| SOUTHWEST AIRLINES CO | $493.4K | 0.1% |
| ISHARES INC | $495.4K | 0.1% |
| RBB FD INC | $498.7K | 0.1% |
| COGNEX CORP | $499.0K | 0.1% |
| INNOVATOR ETFS TRUST | $504.7K | 0.1% |
| SELECT SECTOR SPDR TR | $559.9K | 0.1% |
| VANGUARD WORLD FD | $563.2K | 0.1% |
| VANGUARD CHARLOTTE FDS | $570.6K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $577.0K | 0.1% |
| ORACLE CORP | $577.3K | 0.1% |
| Kimbell Royalty Partners, LPKRP | $583.7K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $585.4K | 0.1% |
| ISHARES TR | $591.2K | 0.1% |
| Walt Disney Co | $601.7K | 0.1% |