79. Callan Capital

Rank: 79
Location: La Jolla, CA
Total Assets: $1,473,127,936
ETF Assets: $720,080,256
Website: www.callancapital.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 82
Total Value of All ETF Holdings: $720,080,256
Number of Issuers: 12
Number of Sectors: 27
  • Top 5 ETF Holdings
    1. SCHB: $95,674,278
    2. SCHF: $56,286,752
    3. FNDF: $38,709,586
    4. GSIE: $37,242,307
    5. PRF: $34,165,672
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Large Cap Blend Equities
    3. Foreign Large Cap Equities
    4. National Munis
    5. Foreign Small & Mid Cap Equities
  • Top 5 ETF Issuers
    1. Schwab
    2. Invesco
    3. State Street SPDR
    4. Vanguard
    5. American Century

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.callancapital.com 2023 Top 100 ETF Power Users