Callan Capital, LLC Incresed Positions in Q2 2024

Callan Capital, LLC

  • $1.22 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
61.6K
+ 1722.8%
$56.43 - $60.79 $3.48M - $3.74M
65.2K $3.81M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
40.9K
+ 2.04%
$57.57 - $63.3 $2.35M - $2.59M
2.04M $128M
VB
Vanguard Small Cap ETF

ETFs
4.72K
+ 150.72%
$210.76 - $226.94 $994K - $1.07M
7.85K $1.71M
AMZN
Amazon Com Inc

Consumer Cyclical
3.68K
+ 14.23%
$173.67 - $197.85 $639K - $728K
29.6K $5.71M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.95K
+ 2.01%
$60.69 - $66.83 $361K - $397K
301K $20M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.16K
+ 0.77%
$34.2 - $36.64 $279K - $299K
1.07M $37.7M
FNDB
Schwab Fundamental U S Broad M

ETFs
4.14K
+ 0.91%
$62.66 - $66.26 $259K - $274K
459K $30.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.12K
+ 39.78%
$87.04 - $101.61 $185K - $216K
7.46K $751K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.42K
+ 0.67%
$40.83 - $44.89 $181K - $199K
662K $29M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.67K
+ 4.72%
$30.09 - $32.37 $171K - $184K
126K $4.05M
INGN
Inogen Inc

Healthcare
17.6K
+ 85.31%
$6.3 - $8.95 $111K - $157K
38.2K $310K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.25K
+ 1.12%
$36.18 - $39.61 $118K - $129K
294K $11.2M
VO
Vanguard Mid Cap ETF

ETFs
480
+ 6.61%
$234.99 - $248.98 $113K - $120K
7.74K $1.87M
XLK
Technology Sector Spdr

ETFs
505
+ 0.5%
$192.53 - $231.41 $97.2K - $117K
101K $22.9M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.97K
+ 1.68%
$47.68 - $51.13 $94.1K - $101K
120K $5.82M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.98K
+ 0.71%
$26.23 - $28.56 $78.2K - $85.1K
420K $11.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.87K
+ 1.05%
$24.67 - $27.2 $70.9K - $78.1K
276K $7.33M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.77K
+ 0.09%
$37.19 - $39.82 $66K - $70.6K
2.05M $78.6M
VV
Vanguard Large Cap ETF

ETFs
246
+ 0.95%
$227.27 - $251.65 $55.9K - $61.9K
26.1K $6.53M
XLC
Select Sector Spdr Tr Communic

ETFs
637
+ 1.19%
$77.86 - $86.45 $49.6K - $55.1K
54.3K $4.65M
VHT
Vanguard Health Care ETF

ETFs
184
+ 0.66%
$252.83 - $269.37 $46.5K - $49.6K
28K $7.46M
FNDF
Schwab Fundamental Intl Large

ETFs
1.21K
+ 0.06%
$34.19 - $36.51 $41.5K - $44.3K
1.92M $67.3M
VCR
Vanguard Consumer Discretionar

ETFs
122
+ 0.75%
$292.03 - $315.87 $35.6K - $38.5K
16.3K $5.09M
XLF
Financial Sector Spdr

ETFs
912
+ 0.55%
$39.59 - $42.49 $36.1K - $38.8K
168K $6.91M
AVDV
American Centy ETF Tr Avantis

ETFs
547
+ 0.12%
$63.81 - $68.36 $34.9K - $37.4K
459K $29.8M
EMGF
Ishares Msci Emerging Markets

ETFs
656
+ 0.49%
$43.45 - $47.74 $28.5K - $31.3K
135K $6.28M
XLI
Industrial Sector Spdr

ETFs
245
+ 0.43%
$120.47 - $125.94 $29.5K - $30.9K
57.4K $7M
XLP
Consumer Staples Sector Spdr

ETFs
306
+ 0.53%
$73.08 - $78.4 $22.4K - $24K
58.5K $4.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
446
+ 0.05%
$49.55 - $50.44 $22.1K - $22.5K
819K $41M
VGT
Vanguard Information Technolog

ETFs
30
+ 0.08%
$479.9 - $588.82 $14.4K - $17.7K
36.5K $21.1M
FNDA
Schwab Fundamental U S Small C

ETFs
309
+ 0.09%
$52.82 - $57.21 $16.3K - $17.7K
339K $18.6M
XLU
Utilities Sector Spdr

ETFs
158
+ 0.55%
$62.77 - $72.87 $9.92K - $11.5K
28.9K $1.97M
XLB
Select Sector Spdr Fd Material

ETFs
99
+ 0.51%
$88.28 - $93.06 $8.74K - $9.21K
19.5K $1.72M
XLRE
Select Sector Spdr Tr Real Est

ETFs
232
+ 0.69%
$35.73 - $39.2 $8.29K - $9.09K
33.9K $1.3M
FNDX
Schwab Fundamental U S Large C

ETFs
142
+ 0.01%
$63.87 - $67.55 $9.07K - $9.59K
1.21M $81.3M
VDE
Vanguard Energy ETF

ETFs
60
+ 0.21%
$123.17 - $136.7 $7.39K - $8.2K
28.6K $3.65M
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 0.13%
$47.83 - $51.21 $1.1K - $1.18K
17.9K $885K
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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