Holdings of Calder Financial LLC
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 75.7 % of the equity sleeve
Sector breakdown
- Funds 15.8 %
- Technology 3.6 %
- Communication 1.0 %
- Industrials 0.3 %
- Unattributed 79.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 38 | 99.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Ultra Short Bond ETF | 330,287 | 16.4M $ | |
| 2 | Vanguard S&P 500 ETF | 23,677 | 14.3M $ | |
| 3 | Vanguard Total Stock Market ETF | 36,286 | 11.7M $ | |
| 4 | Vanguard Scottsdale Funds | 190,042 | 11.1M $ | |
| 5 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 23,014 | 5M $ | |
| 6 | Vanguard Value ETF | 24,774 | 4.9M $ | |
| 7 | Vanguard Growth ETF | 9,284 | 4.1M $ | |
| 8 | State Street SPDR S&P 500 ETF Trust | 5,242 | 3.4M $ | |
| 9 | Vanguard World Fund | 8,899 | 2.8M $ | |
| 10 | Vanguard World Fund | 8,657 | 1.9M $ | |
| 11 | Vanguard Extended Market ETF | 8,688 | 1.8M $ | |
| 12 | Vanguard Small-Cap ETF | 6,660 | 1.8M $ | |
| 13 | Vanguard Total International S | 22,388 | 1.7M $ | |
| 14 | Vanguard World Fund | 8,228 | 1.6M $ | |
| 15 | Vanguard Mid-Cap ETF | 5,193 | 1.5M $ | |
| 16 | Vanguard Large-Cap ETF | 4,918 | 1.5M $ | |
| 17 | Microsoft Corp | 3,976 | 1.5M $ | |
| 18 | Vanguard Bond Index Funds | 18,636 | 1.4M $ | |
| 19 | Vanguard Malvern Funds | 27,688 | 1.4M $ | |
| 20 | iShares TIPS Bond ETF | 11,855 | 1.3M $ | |
| 21 | Verizon Communications Inc | 20,780 | 1M $ | |
| 22 | SPDR Gold Shares | 1,975 | 864.7K $ | |
| 23 | Vanguard Information Technology ETF | 1,033 | 730K $ | |
| 24 | AMETEK Inc | 3,202 | 700K $ | |
| 25 | NVIDIA Corp | 3,796 | 667.2K $ | |
| 26 | Vanguard Financials ETF | 4,378 | 529.1K $ | |
| 27 | Vanguard High Dividend Yield E | 3,510 | 519.3K $ | |
| 28 | VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 3,013 | 502.6K $ | |
| 29 | VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 2,053 | 468.9K $ | |
| 30 | Apple Inc | 1,791 | 457.9K $ | |
| 31 | Invesco QQQ Trust Series 1 | 755 | 440.9K $ | |
| 32 | Honeywell International Inc | 1,436 | 327.6K $ | |
| 33 | Micron Technology Inc | 821 | 302K $ | |
| 34 | iShares U.S. Infrastructure ETF | 5,231 | 301.8K $ | |
| 35 | iShares Core S&P 500 ETF | 394 | 259.3K $ | |
| 36 | Vanguard World Fund | 881 | 241.8K $ | |
| 37 | Vanguard Intermediate-Term Corporate Bond ETF | 2,785 | 229.8K $ | |
| 38 | State Street Spdr Dow Jones Industrial Average Etf Trust | 430 | 200.3K $ | |