Caitlin John, LLC - Portfolio overview

Caitlin John, LLC has 1028 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHI - SCHWAB STRATEGIC TR, 5.41%
2. SPTL - SPDR SERIES TRUST, 4.07%
3. SPLB - SPDR SERIES TRUST, 4.06%

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

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