| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q2 2024 | 21.2% |
| ISHARES TR | 7 | Q2 2024 | 12.9% |
| ISHARES TR | 7 | Q2 2024 | 7.1% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 6.5% |
| ISHARES TR | 7 | Q2 2024 | 8.9% |
| ISHARES TR | 7 | Q2 2024 | 5.1% |
| ISHARES TR | 7 | Q2 2024 | 5.2% |
| ISHARES TR | 7 | Q2 2024 | 3.6% |
| ISHARES TR | 7 | Q2 2024 | 3.1% |
| ISHARES TR | 7 | Q2 2024 | 3.2% |
View Callan Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-23 |
View Callan Family Office, 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.