account_balance
Investment manager · 13F filer · SEC CIK 2106810
Calder Financial LLC
Reported value$105Mas of Sep 30, 2026
Positions42 0 new, 1 sold out
Top 10 weight73.1%VOO alone is 16%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
15.7%
VUSBVanguard Bd Index FDS
15.1%
VTIVanguard Index FDS
12.6%Trimmed −2%
VGSHVanguard Scottsdale FDS
7.3%
VIGVanguard Specialized Funds
5.0%
VUGVanguard Index FDS
4.7%
VTVVanguard Index FDS
4.4%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
3.4%
VISVanguard World Fd
2.5%
BIVVanguard Bd Index FDS
2.5%
MSFTMicrosoft Corp
1.9%
VXFVanguard Index FDS
1.8%−7%
VOOVanguard Index FDS
15.7%
VUSBVanguard Bd Index FDS
15.1%
VTIVanguard Index FDS
12.6%Trimmed −2%
VGSHVanguard Scottsdale FDS
7.3%
VIGVanguard Specialized Funds
5.0%
VUGVanguard Index FDS
4.7%
VTVVanguard Index FDS
4.4%
VIS
BIV
MSFTVXF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 15.7% Held
VUSB Vanguard Bd Index FDS 15.1% Held
VTI Vanguard Index FDS 12.6% Trimmed −2%
VGSH Vanguard Scottsdale FDS 7.3% Held
VIG Vanguard Specialized Funds 5.0% Held
VUG Vanguard Index FDS 4.7% Held
VTV Vanguard Index FDS 4.4% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 3.4% HeldVIS Vanguard World Fd 2.5% Trimmed −3%
BIV Vanguard Bd Index FDS 2.5% Added +16%
MSFT Microsoft Corp 1.9% HeldVXF Vanguard Index FDS 1.8% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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