Calder Financial LLC
43 holdingsFiling period: 2026-06-30Current AUM: $104.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 23.8K | $16.4M | $16.1M | 15.42% | +161 | 2026-06-30 |
| 2 | VUSB | Vanguard BD Index Fds | 320.8K | $16.0M | $15.9M | 15.21% | -9,456 | 2026-06-30 |
| 3 | VTI | Vanguard Index Fds | 36.0K | $13.3M | $13.0M | 12.46% | -312 | 2026-06-30 |
| 4 | VGSH | Vanguard Scottsdale Fds | 130.7K | $7.6M | $7.6M | 7.24% | -59,304 | 2026-06-30 |
| 5 | VIG | Vanguard Specialized Funds | 22.4K | $5.3M | $5.5M | 5.23% | -574 | 2026-06-30 |
| 6 | VTV | Vanguard Index Fds | 22.4K | $4.9M | $5.0M | 4.78% | -2,396 | 2026-06-30 |
| 7 | VUG | Vanguard Index Fds | 55.9K | $4.8M | $4.6M | 4.40% | +46.6K | 2026-06-30 |
| 8 | SPY | State Str Spdr S&P 500 ETF T | 4.6K | $3.5M | $3.4M | 3.26% | -607 | 2026-06-30 |
| 9 | VIS | Vanguard World FD | 8.3K | $3.0M | $2.6M | 2.49% | -577 | 2026-06-30 |
| 10 | BIV | Vanguard BD Index Fds | 30.6K | $2.3M | $2.3M | 2.18% | +11.9K | 2026-06-30 |
| 11 | VXF | Vanguard Index Fds | 8.8K | $2.2M | $2.0M | 1.89% | +86 | 2026-06-30 |
| 12 | VB | Vanguard Index Fds | 6.1K | $1.8M | $1.7M | 1.66% | -603 | 2026-06-30 |
| 13 | VDC | Vanguard World FD | 7.7K | $1.7M | $1.9M | 1.80% | -989 | 2026-06-30 |
| 14 | VO | Vanguard Index Fds | 21.4K | $1.7M | $1.7M | 1.62% | +16.2K | 2026-06-30 |
| 15 | VV | Vanguard Index Fds | 4.9K | $1.7M | $1.7M | 1.59% | -22 | 2026-06-30 |
| 16 | TIP | iShares TR | 14.8K | $1.6M | $1.6M | 1.50% | +2.9K | 2026-06-30 |
| 17 | VXUS | Vanguard Star Fds | 18.5K | $1.6M | $1.5M | 1.43% | -3,892 | 2026-06-30 |
| 18 | VPU | Vanguard World FD | 7.9K | $1.5M | $1.5M | 1.41% | -329 | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 3.9K | $1.5M | $2.1M | 1.99% | -54 | 2026-06-30 |
| 20 | VTIP | Vanguard Malvern Fds | 28.8K | $1.4M | $1.4M | 1.34% | +1.1K | 2026-06-30 |
| 21 | MU | Micron Technology Inc | 1.1K | $1.3M | $786K | 0.75% | +318 | 2026-06-30 |
| 22 | VGT | Vanguard World FD | 9.2K | $1.1M | $1.0M | 0.96% | +8.2K | 2026-06-30 |
| 23 | VZ | Verizon Communications Inc | 20.5K | $868K | $937K | 0.90% | -262 | 2026-06-30 |
| 24 | — | Willis Towers Watson PLC Ltd | 3.0K | $781K | $781K | 0.75% | -- | 2026-06-30 |
| 25 | NVDA | NVIDIA Corporation | 3.7K | $742K | $692K | 0.66% | -84 | 2026-06-30 |
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