0001800453-21-000003.txt : 20210426 0001800453-21-000003.hdr.sgml : 20210426 20210426075617 ACCESSION NUMBER: 0001800453-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210426 DATE AS OF CHANGE: 20210426 EFFECTIVENESS DATE: 20210426 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: 21851586 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 03-31-2021 03-31-2021 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 04-26-2021 0 72 137719 false INFORMATION TABLE 2 13F_Caliber_Q12021.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 1813 3813 SH SOLE 0 0 3813 AIRBNB INC COM CL A 009066101 978 5206 SH SOLE 0 0 5206 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1564 6900 SH SOLE 0 0 6900 ALPHABET INC CAP STK CL C 02079K107 1918 927 SH SOLE 0 0 927 AMAZON COM INC COM 023135106 1839 594 SH SOLE 0 0 594 APPLE INC COM 037833100 2539 20784 SH SOLE 0 0 20784 ARK ETF TR INNOVATION ETF 00214Q104 442 3688 SH SOLE 0 0 3688 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 228 2721 SH SOLE 0 0 2721 ARK ETF TR GENOMIC REV ETF 00214Q302 940 10599 SH SOLE 0 0 10599 ARK ETF TR NEXT GNRTN INTER 00214Q401 256 1735 SH SOLE 0 0 1735 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1330 5206 SH SOLE 0 0 5206 BOEING CO COM 097023105 1689 6631 SH SOLE 0 0 6631 CHIPOTLE MEXICAN GRILL INC COM 169656105 882 621 SH SOLE 0 0 621 COCA COLA CO COM 191216100 1077 20433 SH SOLE 0 0 20433 COSTCO WHSL CORP NEW COM 22160K105 1626 4614 SH SOLE 0 0 4614 DANAHER CORPORATION COM 235851102 1611 7159 SH SOLE 0 0 7159 DATADOG INC CL A COM 23804L103 1534 18407 SH SOLE 0 0 18407 DISNEY WALT CO COM 254687106 1866 10115 SH SOLE 0 0 10115 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 428 834 SH SOLE 0 0 834 FIDELITY COVINGTON TRUST TOTAL BD ETF 316188309 4065 77562 SH SOLE 0 0 77562 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 1707 25879 SH SOLE 0 0 25879 GENERAL DYNAMICS CORP COM 369550108 1712 9429 SH SOLE 0 0 9429 GUARDANT HEALTH INC COM 40131M109 693 4537 SH SOLE 0 0 4537 HOME DEPOT INC COM 437076102 1828 5987 SH SOLE 0 0 5987 ISHARES TR CORE S&P500 ETF 464287200 672 1689 SH SOLE 0 0 1689 ISHARES TR CORE S&P MCP ETF 464287507 302 1162 SH SOLE 0 0 1162 ISHARES TR CORE S&P SCP ETF 464287804 529 4874 SH SOLE 0 0 4874 ISHARES TR MSCI ACWI ETF 464288257 282 2967 SH SOLE 0 0 2967 ISHARES TR MRGSTR MD CP GRW 464288307 2612 6906 SH SOLE 0 0 6906 ISHARES TR CORE MSCI TOTAL 46432F834 270 3842 SH SOLE 0 0 3842 ISHARES TR 0-5YR INVT GR CP 46434V100 542 10473 SH SOLE 0 0 10473 ISHARES TR MSCI INTL QUALTY 46434V456 3221 88385 SH SOLE 0 0 88385 ISHARES TR CORE TOTAL USD 46434V613 3309 62724 SH SOLE 0 0 62724 ISHARES TR CORE DIV GRWTH 46434V621 368 7625 SH SOLE 0 0 7625 ISHARES TR CONV BD ETF 46435G102 933 9501 SH SOLE 0 0 9501 ISHARES TR FALN ANGLS USD 46435G474 1859 63590 SH SOLE 0 0 63590 LULULEMON ATHLETICA INC COM 550021109 1246 4064 SH SOLE 0 0 4064 MICROSOFT CORP COM 594918104 2482 10528 SH SOLE 0 0 10528 MONGODB INC CL A 60937P106 1492 5579 SH SOLE 0 0 5579 NIKE INC CL B 654106103 1826 13741 SH SOLE 0 0 13741 NIKOLA CORP COM 654110105 30169 2172016 SH SOLE 0 0 2172016 NVIDIA CORPORATION COM 67066G104 905 1695 SH SOLE 0 0 1695 ONCOCYTE CORP COM 68235C107 312 60025 SH SOLE 0 0 60025 PACER FDS TR BNCHMRK INFRA 69374H741 794 21940 SH SOLE 0 0 21940 PAGERDUTY INC COM 69553P100 1380 34299 SH SOLE 0 0 34299 PALANTIR TECHNOLOGIES INC CL A 69608A108 954 40945 SH SOLE 0 0 40945 PAYPAL HLDGS INC COM 70450Y103 1834 7550 SH SOLE 0 0 7550 RBB FD INC MFAM SMLCP GRWTH 74933W874 1788 47679 SH SOLE 0 0 47679 ROKU INC COM CL A 77543R102 1986 6096 SH SOLE 0 0 6096 SALESFORCE COM INC COM 79466L302 1552 7324 SH SOLE 0 0 7324 SNOWFLAKE INC CL A 833445109 1513 6601 SH SOLE 0 0 6601 SPDR S&P 500 ETF TR TR UNIT 78462F103 8612 21730 SH SOLE 0 0 21730 SQUARE INC CL A 852234103 2083 9175 SH SOLE 0 0 9175 STARBUCKS CORP COM 855244109 1779 16282 SH SOLE 0 0 16282 STRYKER CORPORATION COM 863667101 1070 4391 SH SOLE 0 0 4391 SUNRUN INC COM 86771W105 837 13835 SH SOLE 0 0 13835 TELADOC HEALTH INC COM 87918A105 204 1122 SH SOLE 0 0 1122 TESLA INC COM 88160R101 2888 4323 SH SOLE 0 0 4323 UBER TECHNOLOGIES INC COM 90353T100 1278 23446 SH SOLE 0 0 23446 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 2653 104527 SH SOLE 0 0 104527 VANGUARD INDEX FDS MID CAP ETF 922908629 1719 7766 SH SOLE 0 0 7766 VANGUARD INDEX FDS SMALL CP ETF 922908751 895 4181 SH SOLE 0 0 4181 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1637 19837 SH SOLE 0 0 19837 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 818 3577 SH SOLE 0 0 3577 VANGUARD WORLD FDS INF TECH ETF 92204A702 2337 6519 SH SOLE 0 0 6519 VEEVA SYS INC CL A COM 922475108 1158 4432 SH SOLE 0 0 4432 VISA INC COM CL A 92826C839 1787 8438 SH SOLE 0 0 8438 WALMART INC COM 931142103 1578 11617 SH SOLE 0 0 11617 WASTE MGMT INC DEL COM 94106L109 1762 13655 SH SOLE 0 0 13655 WISDOMTREE TR EM EX ST-OWNED 97717X578 665 16349 SH SOLE 0 0 16349 WISDOMTREE TR US QTLY DIV GRT 97717X669 1325 23170 SH SOLE 0 0 23170 ZSCALER INC COM 98980G102 937 5460 SH SOLE 0 0 5460