Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Caliber Wealth Management, Llc / Ks »

American Centy Etf Tr Us Sml Cp Valu shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Caliber Wealth Management, Llc / Ks

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$12M	113k	101.98
2025-09-30	$11M	105k	99.53
2025-06-30	$8.8M	97k	91.10

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)

American Centy Etf Tr Us Eqt Etf (AVUS)

Ishares Tr Rus 1000 Grw Etf (IWF)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr Core S&p Mcp Etf (IJH)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Innovator Etfs Trust Equity Defined P (ZMAR)

Ishares Silver Tr Ishares (SLV)

Ishares Tr Core Msci Eafe (IEFA)

Ishares Tr Core S&p Scp Etf (IJR)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Mason Investment Advisory Services

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

Ameriprise Financial

Buckingham Strategic Partners

Wells Fargo & Company

Plan

Advisor Group Holdings

HighTower Advisors

Unison Advisors

Warren Averett Asset Management

View all funds holding American Centy Etf Tr Us Sml Cp Valu

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z