§ 13F · FUND PROFILE
Callan Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 373Turnover · — · Q1Filed · Apr 29, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 29, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 5.91M | $127.3T | 9.4% | — |
| 2 | META | META PLATFORMS INC | 191K | $109.9T | 8.1% | — |
| 3 | FNDX | SCHWAB STRATEGIC TR | 3.76M | $88.7T | 6.6% | — |
| 4 | SCHF | SCHWAB STRATEGIC TR | 3.90M | $77.2T | 5.7% | — |
| 5 | FNDF | SCHWAB STRATEGIC TR | 1.83M | $66.1T | 4.9% | — |
| 6 | SPDW | SPDR INDEX SHS FDS | 1.09M | $39.5T | 2.9% | — |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | 941K | $38.0T | 2.8% | — |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 703K | $31.8T | 2.4% | — |
| 9 | AVDV | AMERICAN CENTY ETF TR | 448K | $31.3T | 2.3% | — |
| 10 | FNDB | SCHWAB STRATEGIC TR | 1.34M | $30.8T | 2.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALLAN SIGNAL
AC read
Callan Capital, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed