Calder Financial LLC
40 holdingsFiling period: 2026-03-31Current AUM: $109.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 330.3K | $16.4M | $16.4M | 14.97% | -580 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 23.7K | $14.3M | $16.4M | 14.98% | -609 | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 36.3K | $11.7M | $13.5M | 12.31% | -608 | 2026-03-31 |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 190.0K | $11.1M | $11.0M | 10.06% | +14.0K | 2026-03-31 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 23.0K | $5.0M | $5.5M | 5.05% | -343 | 2026-03-31 |
| 6 | VTV | VANGUARD INDEX FDS | 24.8K | $4.9M | $5.5M | 4.99% | -636 | 2026-03-31 |
| 7 | VUG | VANGUARD INDEX FDS | 9.3K | $4.1M | $4.8M | 4.39% | -98 | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 5.2K | $3.4M | $3.9M | 3.61% | +613 | 2026-03-31 |
| 9 | VIS | VANGUARD WORLD FD | 8.9K | $2.8M | $3.1M | 2.85% | +2.2K | 2026-03-31 |
| 10 | VDC | VANGUARD WORLD FD | 8.7K | $1.9M | $2.0M | 1.82% | -507 | 2026-03-31 |
| 11 | VXF | VANGUARD INDEX FDS | 8.7K | $1.8M | $2.1M | 1.89% | +20 | 2026-03-31 |
| 12 | VB | VANGUARD INDEX FDS | 6.7K | $1.8M | $2.0M | 1.81% | +653 | 2026-03-31 |
| 13 | VXUS | VANGUARD STAR FDS | 22.4K | $1.7M | $1.9M | 1.75% | +230 | 2026-03-31 |
| 14 | VPU | VANGUARD WORLD FD | 8.2K | $1.6M | $1.6M | 1.44% | +296 | 2026-03-31 |
| 15 | VO | VANGUARD INDEX FDS | 5.2K | $1.5M | $1.7M | 1.55% | -24 | 2026-03-31 |
| 16 | VV | VANGUARD INDEX FDS | 4.9K | $1.5M | $1.7M | 1.56% | -142 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 4.0K | $1.5M | $1.8M | 1.68% | +8 | 2026-03-31 |
| 18 | BIV | VANGUARD BD INDEX FDS | 18.6K | $1.4M | $1.4M | 1.28% | -1,386 | 2026-03-31 |
| 19 | VTIP | VANGUARD MALVERN FDS | 27.7K | $1.4M | $1.4M | 1.25% | -884 | 2026-03-31 |
| 20 | TIP | ISHARES TR | 11.9K | $1.3M | $1.3M | 1.17% | -359 | 2026-03-31 |
| 21 | VZ | VERIZON COMMUNICATIONS INC | 20.8K | $1.0M | $957K | 0.87% | +30 | 2026-03-31 |
| 22 | GLD | SPDR GOLD TR | 2.0K | $864K | $746K | 0.68% | -62 | 2026-03-31 |
| 23 | — | WILLIS TOWERS WATSON PLC LTD | 3.0K | $860K | $860K | 0.79% | -- | 2026-03-31 |
| 24 | VGT | VANGUARD WORLD FD | 1.0K | $729K | $946K | 0.86% | -169 | 2026-03-31 |
| 25 | AME | AMETEK INC | 3.2K | $699K | $788K | 0.72% | -144 | 2026-03-31 |
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