$185 Billion is the total value of Callan Capital, LLC's 51 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 25.5% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 5.8% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 3.8% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 3.4% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 3.4% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 2.7% |
| Vanguard Mid Cap | 45 | Q2 2024 | 2.7% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 2.7% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 1.8% |
| Ishares Tr Dj US Finl | 45 | Q2 2024 | 1.0% |
View Callan Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-12 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-04 |
| 13F-HR/A | 2023-06-13 |
| 13F-HR/A | 2023-06-13 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
View Callan Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.