Callan Capital, LLC

Q1 2025 13F Holdings

  • Location
    la jolla, CA
  • Num holdings

    369

  • Value ($000)

    $1,352,250

  • Date Filed
    04/29/2025
  • Form type
    13F-HR
  • CIK
    0001542166
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$127.27M
9 %

5,911,420

META
META

META PLATFORMS INC

CL A
$109.89M
8 %

190,663

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$88.66M
7 %

3,755,197

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$77.18M
6 %

3,901,803

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$66.09M
5 %

1,828,746

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$39.53M
3 %

1,085,621

PRF
PRF

INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF
$38.02M
3 %

940,811

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$31.80M
2 %

702,638

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$31.25M
2 %

448,149

FNDB
FNDB

SCHWAB STRATEGIC TR

FUNDAMENTAL US B
$30.77M
2 %

1,337,085

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