Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 14 | Q1 2024 | 14.8% |
VANGUARD INDEX FDS | 14 | Q1 2024 | 3.8% |
VANGUARD INDEX FDS | 14 | Q1 2024 | 3.9% |
VANGUARD WORLD FDS | 14 | Q1 2024 | 3.7% |
APPLE INC | 14 | Q1 2024 | 2.6% |
MICROSOFT CORP | 14 | Q1 2024 | 2.4% |
ALPHABET INC | 14 | Q1 2024 | 2.0% |
COSTCO WHSL CORP NEW | 14 | Q1 2024 | 2.1% |
GENERAL DYNAMICS CORP | 14 | Q1 2024 | 2.1% |
HOME DEPOT INC | 14 | Q1 2024 | 1.9% |
View CALIBER WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-04-23 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-20 |
View CALIBER WEALTH MANAGEMENT, 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.