0001800453-21-000004.txt : 20210722 0001800453-21-000004.hdr.sgml : 20210722 20210722141550 ACCESSION NUMBER: 0001800453-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210722 DATE AS OF CHANGE: 20210722 EFFECTIVENESS DATE: 20210722 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: 211107198 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 06-30-2021 06-30-2021 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 07-22-2021 0 73 141209 false INFORMATION TABLE 2 13F_Caliber_Q22021.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 2033 3471 SH SOLE 0 0 3471 AIRBNB INC COM CL A 009066101 1521 9929 SH SOLE 0 0 9929 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 532 2347 SH SOLE 0 0 2347 ALPHABET INC CAP STK CL C 02079K107 1958 781 SH SOLE 0 0 781 AMAZON COM INC COM 023135106 1832 532 SH SOLE 0 0 532 APPLE INC COM 037833100 2464 17993 SH SOLE 0 0 17993 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1629 5860 SH SOLE 0 0 5860 BOEING CO COM 097023105 1894 7908 SH SOLE 0 0 7908 CHIPOTLE MEXICAN GRILL INC COM 169656105 1659 1070 SH SOLE 0 0 1070 COCA COLA CO COM 191216100 252 4655 SH SOLE 0 0 4655 COSTCO WHSL CORP NEW COM 22160K105 1838 4644 SH SOLE 0 0 4644 COUPANG INC CL A 22266T109 994 23769 SH SOLE 0 0 23769 CRICUT INC COM CL A 22658D100 253 5929 SH SOLE 0 0 5929 DANAHER CORPORATION COM 235851102 1989 7412 SH SOLE 0 0 7412 DATADOG INC CL A COM 23804L103 1632 15677 SH SOLE 0 0 15677 DISNEY WALT CO COM 254687106 1781 10130 SH SOLE 0 0 10130 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 820 15380 SH SOLE 0 0 15380 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 426 7569 SH SOLE 0 0 7569 FISKER INC CL A COM STK 33813J106 460 23874 SH SOLE 0 0 23874 GENERAL DYNAMICS CORP COM 369550108 1752 9306 SH SOLE 0 0 9306 GUARDANT HEALTH INC COM 40131M109 563 4537 SH SOLE 0 0 4537 HOME DEPOT INC COM 437076102 1949 6111 SH SOLE 0 0 6111 ISHARES TR CORE TOTAL USD 46434V613 716 13393 SH SOLE 0 0 13393 ISHARES TR CORE S&P SCP ETF 464287804 300 2652 SH SOLE 0 0 2652 ISHARES TR MRGSTR MD CP GRW 464288307 2010 29181 SH SOLE 0 0 29181 ISHARES TR FALN ANGLS USD 46435G474 2867 95682 SH SOLE 0 0 95682 ISHARES TR ISHS 1-5YR INVS 464288646 2566 46813 SH SOLE 0 0 46813 ISHARES TR MSCI INTL QUALTY 46434V456 3984 103325 SH SOLE 0 0 103325 ISHARES TR CORE S&P500 ETF 464287200 852 1983 SH SOLE 0 0 1983 ISHARES TR 0-5YR INVT GR CP 46434V100 229 4426 SH SOLE 0 0 4426 ISHARES TR 0-5YR HI YL CP 46434V407 2000 43430 SH SOLE 0 0 43430 JPMORGAN CHASE & CO COM 46625H100 1302 8370 SH SOLE 0 0 8370 LULULEMON ATHLETICA INC COM 550021109 1392 3814 SH SOLE 0 0 3814 MAGNA INTL INC COM 559222401 815 8795 SH SOLE 0 0 8795 MARRIOTT INTL INC NEW CL A 571903202 801 5866 SH SOLE 0 0 5866 MICROSOFT CORP COM 594918104 2742 10122 SH SOLE 0 0 10122 MONGODB INC CL A 60937P106 1711 4734 SH SOLE 0 0 4734 NIKE INC CL B 654106103 1720 11132 SH SOLE 0 0 11132 NIKOLA CORP COM 654110105 23545 1303730 SH SOLE 0 0 1303730 NVIDIA CORPORATION COM 67066G104 1357 1696 SH SOLE 0 0 1696 ONCOCYTE CORP COM 68235C107 345 60025 SH SOLE 0 0 60025 PACER FDS TR BNCHMRK INFRA 69374H741 1085 26884 SH SOLE 0 0 26884 PAGERDUTY INC COM 69553P100 1327 31154 SH SOLE 0 0 31154 PALANTIR TECHNOLOGIES INC CL A 69608A108 1180 44749 SH SOLE 0 0 44749 PAYPAL HLDGS INC COM 70450Y103 2145 7358 SH SOLE 0 0 7358 RBB FD INC MFAM SMLCP GRWTH 74933W874 1056 26419 SH SOLE 0 0 26419 ROKU INC COM CL A 77543R102 3057 6657 SH SOLE 0 0 6657 SALESFORCE COM INC COM 79466L302 1848 7565 SH SOLE 0 0 7565 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 2260 67898 SH SOLE 0 0 67898 SERVICENOW INC COM 81762P102 1438 2616 SH SOLE 0 0 2616 SNOWFLAKE INC CL A 833445109 1402 5799 SH SOLE 0 0 5799 SPDR S&P 500 ETF TR TR UNIT 78462F103 9379 21911 SH SOLE 0 0 21911 SQUARE INC CL A 852234103 2225 9126 SH SOLE 0 0 9126 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1227 26499 SH SOLE 0 0 26499 STARBUCKS CORP COM 855244109 1436 12845 SH SOLE 0 0 12845 STRYKER CORPORATION COM 863667101 1194 4597 SH SOLE 0 0 4597 SUNRUN INC COM 86771W105 772 13835 SH SOLE 0 0 13835 TESLA INC COM 88160R101 2262 3328 SH SOLE 0 0 3328 UBER TECHNOLOGIES INC COM 90353T100 1145 22841 SH SOLE 0 0 22841 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 1886 74314 SH SOLE 0 0 74314 VANGUARD INDEX FDS MID CAP ETF 922908629 3000 12640 SH SOLE 0 0 12640 VANGUARD INDEX FDS SMALL CP ETF 922908751 1885 8367 SH SOLE 0 0 8367 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2677 32370 SH SOLE 0 0 32370 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1009 11150 SH SOLE 0 0 11150 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1142 4620 SH SOLE 0 0 4620 VANGUARD WORLD FDS INF TECH ETF 92204A702 1166 2924 SH SOLE 0 0 2924 VEEVA SYS INC CL A COM 922475108 1461 4699 SH SOLE 0 0 4699 VISA INC COM CL A 92826C839 1929 8249 SH SOLE 0 0 8249 WALMART INC COM 931142103 539 3824 SH SOLE 0 0 3824 WASTE MGMT INC DEL COM 94106L109 1834 13087 SH SOLE 0 0 13087 WISDOMTREE TR US QTLY DIV GRT 97717X669 2384 39959 SH SOLE 0 0 39959 WISDOMTREE TR EM EX ST-OWNED 97717X578 1095 26032 SH SOLE 0 0 26032 ZSCALER INC COM 98980G102 1279 5920 SH SOLE 0 0 5920