Caliber Wealth Management, LLC / Ks ETFs

Caliber Wealth Management, LLC / Ks

$929 Billion
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FBND Fidelity Merrimack Str Tr Tota	$0	$386 Million 0.04% of portfolio	8,394	Q4 2025 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$382 Million 0.04% of portfolio	3,761	Q4 2025 Added 17.17%
FREL Fidelity Covington Tr Msci Rea	$0	$380 Million 0.04% of portfolio	14,138	Q4 2025 Reduced 55.3%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$360 Million 0.04% of portfolio	4,172	Q4 2025 Reduced 6.67%
BUG Global X Fds Cybersecurity ETF	$0	$358 Million 0.04% of portfolio	11,750	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$336 Million 0.04% of portfolio	6,255	Q4 2025 Reduced 3.81%
IHI Ishares Tr Dow Jones Us Medica	$0	$330 Million 0.04% of portfolio	5,310	Q3 2025 Reduced 2.75%
SCHG Schwab Strategic Tr Us Large C	$0	$322 Million 0.03% of portfolio	9,871	Q4 2025 Reduced 0.63%
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$321 Million 0.03% of portfolio	2,688	Q4 2025 Added 38.2%

GOVT Ishares U.S. Treasury Bond ETF	$0	$318 Million 0.03% of portfolio	13,803	Q4 2025 Reduced 2.93%
IAU Ishares Gold Trust	$65.3B	$313 Million 0.03% of portfolio	3,851	Q4 2025 Added 36.51%
LQD Ishares Iboxx $ Investment Gra	$0	$312 Million 0.03% of portfolio	2,834	Q4 2025 Reduced 19.01%
BNOV Innovator U.S. Equity Buffer E	$0	$297 Million 0.03% of portfolio	6,671	Q1 2025 New
GLDM World Gold Trust	$11.9B	$289 Million 0.03% of portfolio	3,385	Q4 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$276 Million 0.03% of portfolio	5,218	Q4 2025 Reduced 0.61%
VEA Vanguard Ftse Developed Market	$0	$276 Million 0.03% of portfolio	4,416	Q4 2025 Reduced 6.26%
CEMB Ishares J.P. Morgan Em Corpora	$0	$266 Million 0.03% of portfolio	5,799	Q4 2025 Added 2.26%
SPYG Spdr Portfolio	$0	$261 Million 0.03% of portfolio	2,444	Q4 2025 Reduced 0.08%

AVSD American Centy ETF Tr Avantis	$0	$256 Million 0.03% of portfolio	3,446	Q3 2025 Added 1.65%
EEMV Ishares Msci Emerging Markets	$0	$239 Million 0.03% of portfolio	3,729	Q3 2025 Reduced 20.2%
SCHZ Schwab Us Aggregate Bond ETF	$0	$232 Million 0.03% of portfolio	9,946	Q4 2025 Added 2.11%
RWL Invesco Exchange Traded Fd Tr	$0	$231 Million 0.02% of portfolio	2,017	Q1 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$225 Million 0.02% of portfolio	1,565	Q4 2025 New
MBB Ishares Tr	$0	$220 Million 0.02% of portfolio	2,315	Q4 2025 Added 1.09%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$217 Million 0.02% of portfolio	4,302	Q4 2025 Reduced 0.02%
DFAS Dimensional ETF Tr U S Small C	$0	$214 Million 0.02% of portfolio	3,075	Q3 2025 New
SPIB Spdr Portfolio Intermediate Te	$0	$211 Million 0.02% of portfolio	6,247	Q4 2025 Reduced 6.2%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$204 Million 0.02% of portfolio	8,436	Q4 2025 Added 0.27%

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