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Caliber Wealth Management, LLC / KS

Q1 2025 Holdings

Filed 2025-05-07 | 254 holdings | $732.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Microsoft Corp(MSFT)COM594918104$36.1M96,2594.9%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$36.5M132,7295.0%
American Centy ETF TR(AVUS)US EQT ETF025072885$37.2M402,9265.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$74.3M132,16810.1%
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