Filling information for CALIBER WEALTH MANAGEMENT, LLC as Treemap, investor disclosed 55 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
882508104 | 882508104 | TEXAS INSTRS INC | COM | 2015081 | 11194 | |
316188309 | 316188309 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 4552855 | 100239 | |
78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 976356 | 10633 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 1600086 | 5245 | |
654110105 | 654110105 | NIKOLA CORP | COM | 1417862 | 1027436 | |
98980G102 | 98980G102 | ZSCALER INC | COM | 2334509 | 15957 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 2652066 | 22269 | |
808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 489494 | 9468 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 5521144 | 12487 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 2808672 | 3238 | |
037833100 | 037833100 | APPLE INC | COM | 3060214 | 15777 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 1609716 | 9282 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2599040 | 21485 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 2180926 | 12167 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 12706303 | 94211 | |
477143101 | 477143101 | JETBLUE AWYS CORP | COM | 1522042 | 171788 | |
009066101 | 009066101 | AIRBNB INC | COM CL A | 1597130 | 12462 | |
15118V207 | 15118V207 | CELSIUS HLDGS INC | COM NEW | 1173529 | 7866 | |
04342Y104 | 04342Y104 | ASANA INC | CL A | 2135830 | 96907 | |
89269P103 | 89269P103 | TRAEGER INC | COMMON STOCK | 632851 | 148906 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2409847 | 7067 | |
76954A103 | 76954A103 | RIVIAN AUTOMOTIVE INC | COM CL A | 1411335 | 84714 | |
74640Y106 | 74640Y106 | PURPLE INNOVATION INC | COM | 69500 | 25000 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 2354648 | 4899 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 2047244 | 8530 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 2043039 | 23190 | |
697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 3556955 | 13921 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 2156068 | 6941 | |
46435G474 | 46435G474 | ISHARES TR | FALN ANGLS USD | 1627843 | 64164 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 5537783 | 25153 | |
257554105 | 257554105 | DOMO INC | COM CL B | 209286 | 14276 | |
81762P102 | 81762P102 | SERVICENOW INC | COM | 2500205 | 4449 | |
713448108 | 713448108 | PEPSICO INC | COM | 2054413 | 11092 | |
931142103 | 931142103 | WALMART INC | COM | 2173844 | 13830 | |
78467V608 | 78467V608 | SSGA ACTIVE ETF TR | BLACKSTONE SENR | 2078683 | 49646 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 2173437 | 10102 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 2073975 | 9995 | |
23804L103 | 23804L103 | DATADOG INC | CL A COM | 243294 | 2473 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 2481882 | 11748 | |
88160R101 | 88160R101 | TESLA INC | COM | 649975 | 2483 | |
86771W105 | 86771W105 | SUNRUN INC | COM | 2510795 | 140582 | |
571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 2205485 | 12007 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 2161522 | 12408 | |
83406F102 | 83406F102 | SOFI TECHNOLOGIES INC | COM | 365717 | 43851 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1984710 | 20260 | |
808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 2204027 | 38885 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 2342204 | 4350 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 5557048 | 27940 | |
82509L107 | 82509L107 | SHOPIFY INC | CL A | 2208093 | 34181 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 22104116 | 49865 | |
97717X594 | 97717X594 | WISDOMTREE TR | ITL HDG QTLY DIV | 4680548 | 116518 | |
169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INC | COM | 2496213 | 1167 | |
78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 285156 | 829 | |
550021109 | 550021109 | LULULEMON ATHLETICA INC | COM | 1798632 | 4752 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 2919188 | 8572 |