Calder Financial

Calder Financial as of Dec. 31, 2025

Portfolio Holdings for Calder Financial

Calder Financial holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 16.2 $17M 331k 49.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.0 $15M 24k 627.13
Vanguard Index Fds Total Stk Mkt (VTI) 12.1 $12M 37k 335.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.2 $10M 176k 58.73
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $5.1M 23k 219.78
Vanguard Index Fds Value Etf (VTV) 4.8 $4.9M 25k 190.99
Vanguard Index Fds Growth Etf (VUG) 4.5 $4.6M 9.4k 487.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $3.2M 4.6k 681.89
Vanguard World Industrial Etf (VIS) 2.0 $2.0M 6.7k 298.38
Vanguard World Consum Stp Etf (VDC) 1.9 $1.9M 9.2k 211.23
Microsoft Corporation (MSFT) 1.9 $1.9M 4.0k 483.61
Vanguard Index Fds Extend Mkt Etf (VXF) 1.8 $1.8M 8.7k 209.13
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $1.7M 22k 75.44
Vanguard Index Fds Large Cap Etf (VV) 1.6 $1.6M 5.1k 314.78
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $1.6M 20k 77.88
Vanguard Index Fds Small Cp Etf (VB) 1.5 $1.5M 6.0k 257.97
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $1.5M 5.2k 290.24
Vanguard World Utilities Etf (VPU) 1.4 $1.5M 7.9k 185.04
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $1.4M 29k 49.46
Ishares Tr Tips Bd Etf (TIP) 1.3 $1.3M 12k 109.91
Willis Towers Watson SHS (WTW) 1.0 $983k 3.0k 328.60
Vanguard World Inf Tech Etf (VGT) 0.9 $906k 1.2k 753.83
Verizon Communications (VZ) 0.8 $845k 21k 40.73
Spdr Gold Tr Gold Shs (GLD) 0.8 $807k 2.0k 396.31
NVIDIA Corporation (NVDA) 0.8 $803k 4.3k 186.49
Ametek (AME) 0.7 $687k 3.3k 205.33
Apple (AAPL) 0.6 $627k 2.3k 271.90
Vanguard World Financials Etf (VFH) 0.6 $607k 4.5k 133.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $483k 787.00 614.01
Vanguard World Mega Cap Index (MGC) 0.4 $458k 1.8k 251.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $420k 2.9k 143.50
Vanguard World Energy Etf (VDE) 0.4 $403k 3.2k 125.91
Vanguard World Materials Etf (VAW) 0.3 $317k 1.5k 207.55
Ishares Tr Core S&p500 Etf (IVV) 0.3 $293k 428.00 684.89
Honeywell International (HON) 0.3 $279k 1.4k 195.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $273k 3.3k 83.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $272k 1.3k 211.71
Vanguard World Health Car Etf (VHT) 0.2 $253k 879.00 287.78
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $200k 417.00 480.41