0001759320-21-000002.txt : 20210119 0001759320-21-000002.hdr.sgml : 20210119 20210119082358 ACCESSION NUMBER: 0001759320-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALIBER WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001800453 IRS NUMBER: 471873640 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20434 FILM NUMBER: 21534010 BUSINESS ADDRESS: STREET 1: 1436 EAST 820 NORTH CITY: OREM STATE: UT ZIP: 84097 BUSINESS PHONE: 385-223-8688 MAIL ADDRESS: STREET 1: 1436 EAST 820 NORTH CITY: OREM STATE: UT ZIP: 84097 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001800453 XXXXXXXX 12-31-2020 12-31-2020 CALIBER WEALTH MANAGEMENT, LLC

1436 EAST 820 NORTH OREM UT 84097

13F HOLDINGS REPORT 028-20434 N TODD NUTTALL (385) 223-8688 TODD NUTTALL OREM UT 01-19-2021 0 71 101980 false INFORMATION TABLE 2 13F_Caliber_Q42020.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 1681 3361 SH SOLE 0 0 3361 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1372 5896 SH SOLE 0 0 5896 ALPHABET INC CAP STK CL C 02079K107 1866 1065 SH SOLE 0 0 1065 AMAZON COM INC COM 023135106 2014 618 SH SOLE 0 0 618 APPLE INC COM 037833100 2644 19927 SH SOLE 0 0 19927 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 208 2721 SH SOLE 0 0 2721 ARK ETF TR NEXT GNRTN INTER 00214Q401 254 1735 SH SOLE 0 0 1735 ARK ETF TR INNOVATION ETF 00214Q104 409 3282 SH SOLE 0 0 3282 ARK ETF TR GENOMIC REV ETF 00214Q302 958 10269 SH SOLE 0 0 10269 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1193 5147 SH SOLE 0 0 5147 BK OF AMERICA CORP COM 060505104 1246 41113 SH SOLE 0 0 41113 BOEING CO COM 907023105 1144 5347 SH SOLE 0 0 5347 CISCO SYS INC COM 17275R102 965 21562 SH SOLE 0 0 21562 COCA COLA CO COM 191216100 1088 19840 SH SOLE 0 0 19840 COSTCO WHSL CORP NEW COM 22160K105 1495 3969 SH SOLE 0 0 3969 DANAHER CORPORATION COM 235851102 1427 6425 SH SOLE 0 0 6425 DATADOG INC CL A COM 23804L103 1436 14583 SH SOLE 0 0 14583 DISNEY WALT CO COM 254687106 1722 9503 SH SOLE 0 0 9503 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 418 834 SH SOLE 0 0 834 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4180 77050 SH SOLE 0 0 77050 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 1474 21422 SH SOLE 0 0 21422 GENERAL DYNAMICS CORP COM 369550108 938 6302 SH SOLE 0 0 6302 GUARDANT HEALTH INC COM 40131M109 585 4537 SH SOLE 0 0 4537 HOME DEPOT INC COM 437076102 1345 5063 SH SOLE 0 0 5063 ISHARES TR CORE MSCI TOTAL 46432F834 258 3842 SH SOLE 0 0 3842 ISHARES TR MSCI ACWI ETF 464288257 269 2967 SH SOLE 0 0 2967 ISHARES TR CORE S&P MCP ETF 464287507 270 1174 SH SOLE 0 0 1174 ISHARES TR CORE DIV GRWTH 46434V621 349 7794 SH SOLE 0 0 7794 ISHARES TR CORE S&P SCP ETF 464287804 448 4874 SH SOLE 0 0 4874 ISHARES TR 0-5YR INVT GR CP 46434V100 547 10473 SH SOLE 0 0 10473 ISHARES TR CORE S&P500 ETF 464287200 644 1717 SH SOLE 0 0 1717 ISHARES TR FALN ANGLS USD 46435G474 1136 38591 SH SOLE 0 0 38591 ISHARES TR MRGSTR MD CP GRW 464288307 2653 6935 SH SOLE 0 0 6935 ISHARES TR MSCI INTL QUALTY 46434V456 2940 82442 SH SOLE 0 0 82442 ISHARES TR CORE TOTAL USD 46434V613 3241 59381 SH SOLE 0 0 59381 ISHARES TR IBOXX INV CP ETF 464287242 3413 24709 SH SOLE 0 0 24709 LULULEMON ATHLETICA INC COM 550021109 1300 3734 SH SOLE 0 0 3734 MICROSOFT CORP COM 594918104 2057 9248 SH SOLE 0 0 9248 MONGODB INC CL A 60937P106 2513 6999 SH SOLE 0 0 6999 NIKE INC CL B 654106103 1760 12443 SH SOLE 0 0 12443 ONCOCYTE CORP COM 68235C107 82 34465 SH SOLE 0 0 34465 PACER FDS TR BNCHMRK INFRA 69374H741 772 21541 SH SOLE 0 0 21541 PAGERDUTY INC COM 69553P100 1222 29293 SH SOLE 0 0 29293 PAYPAL HLDGS INC COM 70450Y103 1918 8188 SH SOLE 0 0 8188 PELOTON INTERACTIVE INC CL A COM 70614W100 224 1478 SH SOLE 0 0 1478 RBB FD INC MFAM SMLCP GRWTH 74933W874 1735 45039 SH SOLE 0 0 45039 ROKU INC COM CL A 77543R102 2807 8453 SH SOLE 0 0 8453 SALESFORCE COM INC COM 79466L302 1475 6629 SH SOLE 0 0 6629 SNOWFLAKE INC CL A 833445109 1564 5557 SH SOLE 0 0 5557 SPDR S&P 500 ETF TR TR UNIT 78462F103 8774 23468 SH SOLE 0 0 23468 SQUARE INC CL A 852234103 2740 12591 SH SOLE 0 0 12591 STARBUCKS CORP COM 855244109 1458 13631 SH SOLE 0 0 13631 STRYKER CORPORATION COM 863667101 960 3917 SH SOLE 0 0 3917 SUNRUN INC COM 86771W105 1308 18852 SH SOLE 0 0 18852 TELADOC HEALTH INC COM 87918A105 222 1112 SH SOLE 0 0 1112 TESLA INC COM 88160R101 1990 2820 SH SOLE 0 0 2820 UBER TECHNOLOGIES INC COM 90353T100 845 16561 SH SOLE 0 0 16561 UNITEDHEALTH GROUP INC COM 91324P102 891 2542 SH SOLE 0 0 2542 VANGUARD INDEX FDS SMALL CP ETF 922908751 773 3971 SH SOLE 0 0 3971 VANGUARD INDEX FDS MID CAP ETF 922908629 1528 7391 SH SOLE 0 0 7391 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1686 20250 SH SOLE 0 0 20250 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 819 3662 SH SOLE 0 0 3662 VANGUARD WORLD FDS INF TECH ETF 92204A702 2353 6650 SH SOLE 0 0 6650 VEEVA SYS INC CL A COM 922475108 338 1242 SH SOLE 0 0 1242 VERIZON COMMUNICATIONS INC COM 92343V104 1165 19826 SH SOLE 0 0 19826 VISA INC COM CL A 92826C839 1705 7795 SH SOLE 0 0 7795 WALMART INC COM 931142103 1413 9803 SH SOLE 0 0 9803 WASTE MGMT INC DEL COM 94106L109 1228 10413 SH SOLE 0 0 10413 WISDOMTREE TR EM EX ST-OWNED 97717X578 570 14373 SH SOLE 0 0 14373 WISDOMTREE TR US QTLY DIV GRT 97717X669 1354 25098 SH SOLE 0 0 25098 ZSCALER INC COM 98980G102 201 1007 SH SOLE 0 0 1007