Caliber Wealth Management, LLC / Ks
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD BD INDEX FDS | $3.20M | 0.3% |
| ANALOG DEVICES INC | $3.23M | 0.3% |
| WisdomTree Trust | $3.26M | 0.4% |
| DARDEN RESTAURANTS INC | $3.29M | 0.4% |
| Air Products & Chemicals, Inc. | $3.31M | 0.4% |
| Marathon Petroleum Corp | $3.32M | 0.4% |
| Eaton Corp plc | $3.32M | 0.4% |
| Union Pacific Corp | $3.34M | 0.4% |
| ISHARES TR | $3.36M | 0.4% |
| VERIZON COMMUNICATIONS INC | $3.38M | 0.4% |
| Motorola Solutions, Inc. | $3.40M | 0.4% |
| AbbVie Inc. | $3.40M | 0.4% |
| CME Group Inc | $3.53M | 0.4% |
| ISHARES TR | $3.57M | 0.4% |
| Chubb Ltd | $3.66M | 0.4% |
| SCHWAB STRATEGIC TR | $3.85M | 0.4% |
| JOHNSON & JOHNSON | $3.87M | 0.4% |
| Johnson Controls International plc | $3.97M | 0.4% |
| VANGUARD STAR FDS | $4.08M | 0.4% |
| United Rentals Inc | $4.12M | 0.4% |
| Alphabet Inc. | $4.21M | 0.5% |
| UNITEDHEALTH GROUP INC | $4.41M | 0.5% |
| ISHARES INC | $4.51M | 0.5% |
| ISHARES U S ETF TR | $4.62M | 0.5% |
| SPDR GOLD TR | $4.83M | 0.5% |
| iShares MSCI UAE ETF | $4.91M | 0.5% |
| VANGUARD INDEX FDS | $5.02M | 0.5% |
| HOME DEPOT, INC. | $5.04M | 0.5% |
| ISHARES TR | $5.76M | 0.6% |
| ISHARES TR | $6.12M | 0.7% |
| VANGUARD MUN BD FDS | $6.26M | 0.7% |
| Amazon.com Inc | $6.31M | 0.7% |
| Broadcom Inc. | $6.48M | 0.7% |
| AMERICAN CENTY ETF TR | $6.52M | 0.7% |
| ISHARES TR | $6.58M | 0.7% |
| Apple Inc. | $6.66M | 0.7% |
| JPMORGAN CHASE & CO | $7.53M | 0.8% |
| Alphabet Inc. | $8.94M | 1.0% |
| SPDR S&P 500 ETF TR | $9.03M | 1.0% |
| VANGUARD INDEX FDS | $9.06M | 1.0% |
| MICROSOFT CORP | $9.11M | 1.0% |
| DIMENSIONAL ETF TRUST | $9.82M | 1.1% |
| Walmart Inc. | $10.28M | 1.1% |
| AMERICAN CENTY ETF TR | $11.48M | 1.2% |
| PGIM ETF TR | $11.61M | 1.2% |
| SELECT SECTOR SPDR TR | $11.84M | 1.3% |
| INVESCO QQQ TR | $15.90M | 1.7% |
| AMERICAN CENTY ETF TR | $17.15M | 1.8% |
| ISHARES TR | $18.40M | 2.0% |
| ISHARES TR | $18.63M | 2.0% |