| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 19.1% |
| ISHARES TR | 4 | Q3 2023 | 12.3% |
| ISHARES TR | 4 | Q3 2023 | 8.9% |
| ISHARES TR | 4 | Q3 2023 | 7.1% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 6.4% |
| ISHARES TR | 4 | Q3 2023 | 5.2% |
| ISHARES TR | 4 | Q3 2023 | 4.6% |
| ISHARES TR | 4 | Q3 2023 | 3.6% |
| ISHARES TR | 4 | Q3 2023 | 2.9% |
| ISHARES TR | 4 | Q3 2023 | 2.6% |
View Callan Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.