Caliber Wealth Management, LLC / KS
271 holdingsFiling period: 2026-03-31Current AUM: $1.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 218.4K | $142.7M | $163.9M | 16.14% | +23.9K | 2026-03-31 |
| 2 | AVUS | AMERICAN CENTY ETF TR | 605.4K | $67.3M | $77.3M | 7.61% | +39.6K | 2026-03-31 |
| 3 | AGG | ISHARES TR | 304.3K | $30.2M | $29.6M | 2.92% | +34.0K | 2026-03-31 |
| 4 | IJH | ISHARES TR | 437.3K | $29.5M | $32.9M | 3.24% | +29.4K | 2026-03-31 |
| 5 | IWF | ISHARES TR | 69.0K | $29.4M | $32.6M | 3.21% | -2,103 | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 79.8K | $25.6M | $29.4M | 2.89% | -8,543 | 2026-03-31 |
| 7 | AVDE | AMERICAN CENTY ETF TR | 269.9K | $22.9M | $24.6M | 2.42% | -1,045 | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 35.2K | $21.0M | $24.2M | 2.38% | -1,690 | 2026-03-31 |
| 9 | IJR | ISHARES TR | 151.3K | $18.8M | $22.0M | 2.17% | -1,801 | 2026-03-31 |
| 10 | IEFA | ISHARES TR | 204.1K | $18.5M | $20.0M | 1.97% | -4,174 | 2026-03-31 |
| 11 | AVEM | AMERICAN CENTY ETF TR | 217.8K | $17.6M | $19.5M | 1.92% | -4,814 | 2026-03-31 |
| 12 | SLV | ISHARES SILVER TR | 226.2K | $15.4M | $11.8M | 1.17% | -99,505 | 2026-03-31 |
| 13 | PULS | PGIM ETF TR | 304.5K | $15.1M | $15.1M | 1.49% | +70.4K | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 25.5K | $14.7M | $17.5M | 1.72% | -440 | 2026-03-31 |
| 15 | AVUV | AMERICAN CENTY ETF TR | 117.0K | $12.9M | $14.7M | 1.44% | +4.5K | 2026-03-31 |
| 16 | WMT | WALMART INC | 92.4K | $11.5M | $10.3M | 1.01% | +214 | 2026-03-31 |
| 17 | XLK | SELECT SECTOR SPDR TR | 80.6K | $10.7M | $14.1M | 1.39% | -1,583 | 2026-03-31 |
| 18 | DFIV | DIMENSIONAL ETF TRUST | 193.9K | $10.2M | $11.1M | 1.09% | -2,938 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 28.2K | $8.1M | $10.1M | 0.99% | -267 | 2026-03-31 |
| 20 | VO | VANGUARD INDEX FDS | 26.7K | $7.7M | $8.6M | 0.85% | -4,526 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 20.6K | $7.6M | $9.6M | 0.94% | +1.8K | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 11.3K | $7.3M | $8.4M | 0.83% | -1,983 | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 23.8K | $7.0M | $8.4M | 0.83% | +434 | 2026-03-31 |
| 24 | AVDV | AMERICAN CENTY ETF TR | 66.2K | $6.6M | $6.9M | 0.68% | -3,120 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 25.5K | $6.5M | $7.9M | 0.78% | +1.0K | 2026-03-31 |
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