News + Filings Holdings
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CALIBER WEALTH MANAGEMENT, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| QUAL | Common | 94,211 | 94,211 | 12,706,303,000 | 12,706,303,000 | 8.51 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| IHDG | Common | 116,518 | 116,518 | 4,680,548,000 | 4,680,548,000 | 3.14 | |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FBND | Common | 100,239 | 100,239 | 4,552,855,000 | 4,552,855,000 | 3.05 | |
Hist
| 06/30/2023 |
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Zscaler, Inc.
| ZS | COM | 15,957 | 15,957 | 2,334,509,000 | 2,334,509,000 | 1.56 | 0.01 |
Hist
| 06/30/2023 |
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SHOPIFY INC.
| SHOP | Common | 34,181 | 34,181 | 2,208,093,000 | 2,208,093,000 | 1.48 | |
Hist
| 06/30/2023 |
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Asana, Inc.
| ASAN | CL A | 96,907 | 96,907 | 2,135,830,000 | 2,135,830,000 | 1.43 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| FALN | Common | 64,164 | 64,164 | 1,627,843,000 | 1,627,843,000 | 1.09 | |
Hist
| 06/30/2023 |
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JETBLUE AIRWAYS CORP
| JBLU | Common | 171,788 | 171,788 | 1,522,042,000 | 1,522,042,000 | 1.02 | 0.05 |
Hist
| 06/30/2023 |
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Celsius Holdings, Inc.
| CELH | COM NEW | 7,866 | 7,866 | 1,173,529,000 | 1,173,529,000 | 0.79 | 0.01 |
Hist
| 06/30/2023 |
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Datadog, Inc.
| DDOG | Common | 2,473 | 2,473 | 243,294,000 | 243,294,000 | 0.16 | |
Hist
| 06/30/2023 |
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DOMO, INC.
| DOMO | Common | 14,276 | 14,276 | 209,286,000 | 209,286,000 | 0.14 | |
Hist
| 06/30/2023 |
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Purple Innovation, Inc.
| PRPL | Common | 25,000 | 25,000 | 69,500,000 | 69,500,000 | 0.05 | 0.02 |
Hist
| 06/30/2023 |
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