Calder Financial LLC - Portfolio overview

Calder Financial LLC has 39 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VUSB - VANGUARD BD INDEX FDS, 16.27%
2. VOO - VANGUARD INDEX FDS, 14.16%
3. VTI - VANGUARD INDEX FDS, 11.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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