CAUBLE & HARRE WEALTH MANAGEMENT, INC.

PrivateCIK: 2064807
Location

SAINT LOUIS, MO

74
Positions
$125.54M
Total AUM (reported)
2.36M
Total Shares

Allocation by class

TOTAL AUM$125.54M74 positions
COM$17.04M13.6%
US SML CP VALU$12.52M10.0%
ISHARES NEW$9.76M7.8%
SHORT DURATION$8.84M7.0%
MUNICIPAL INCOME$6.14M4.9%
SHS CREATION UNI$5.94M4.7%
ULTRA SHRT ETF$5.40M4.3%

Portfolio Concentration

Top 324.8%4–1028.3%11–2525.7%Rest21.2%TOP 1053.1%0%100%
Top 3$31.12M24.8%
4–10$35.51M28.3%
11–25$32.28M25.7%
Rest$26.62M21.2%

Top 3 weight

24.8%

Top 10 weight

53.1%

Voting Authority Distribution

Total shares with voting rights: 2.36M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.36M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole74
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings74
Rows:

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares105.87K
TypeSH
Market value$12.52M
9.98%
Sole
0.00
Shared
0.00
None
105.87K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares110.07K
TypeSH
Market value$9.76M
7.78%
Sole
0.00
Shared
0.00
None
110.07K

CAPITAL GRP FIXED INCM ETF T

SOLE
SHORT DURATION
Shares342.33K
TypeSH
Market value$8.84M
7.04%
Sole
0.00
Shared
0.00
None
342.33K

CAPITAL GRP FIXED INCM ETF T

SOLE
MUNICIPAL INCOME
Shares224.74K
TypeSH
Market value$6.14M
4.89%
Sole
0.00
Shared
0.00
None
224.74K

CAPITAL GROUP DIVIDEND VALUE

SOLE
SHS CREATION UNI
Shares125.01K
TypeSH
Market value$5.94M
4.73%
Sole
0.00
Shared
0.00
None
125.01K

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares107.01K
TypeSH
Market value$5.40M
4.30%
Sole
0.00
Shared
0.00
None
107.01K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares141.72K
TypeSH
Market value$5.06M
4.03%
Sole
0.00
Shared
0.00
None
141.72K

J P MORGAN EXCHANGE TRADED F

SOLE
INCOME ETF
Shares103.52K
TypeSH
Market value$4.76M
3.79%
Sole
0.00
Shared
0.00
None
103.52K

PACER FDS TR

SOLE
US CASH COWS 100
Shares67.19K
TypeSH
Market value$4.24M
3.38%
Sole
0.00
Shared
0.00
None
67.19K

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares69.01K
TypeSH
Market value$3.97M
3.16%
Sole
0.00
Shared
0.00
None
69.01K

AMERICAN CENTY ETF TR

SOLE
US LARGE CAP VLU
Shares41.14K
TypeSH
Market value$3.62M
2.88%
Sole
0.00
Shared
0.00
None
41.14K

AMERICAN CENTY ETF TR

SOLE
INTL EQT ETF
Shares39.62K
TypeSH
Market value$3.60M
2.87%
Sole
0.00
Shared
0.00
None
39.62K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares5.21K
TypeSH
Market value$3.54M
2.82%
Sole
0.00
Shared
0.00
None
5.21K

CAPITAL GRP FIXED INCM ETF T

SOLE
SHORT DURATION M
Shares88.52K
TypeSH
Market value$2.33M
1.86%
Sole
0.00
Shared
0.00
None
88.52K

J P MORGAN EXCHANGE TRADED F

SOLE
ACTIVE VALUE ETF
Shares30.31K
TypeSH
Market value$2.31M
1.84%
Sole
0.00
Shared
0.00
None
30.31K

MICROSOFT CORP

SOLE
COM
Shares5.42K
TypeSH
Market value$2.21M
1.76%
Sole
0.00
Shared
0.00
None
5.42K

CAMBRIA ETF TR

SOLE
TRINITY
Shares65.46K
TypeSH
Market value$2.05M
1.63%
Sole
0.00
Shared
0.00
None
65.46K

ETFS GOLD TR

SOLE
PHYSCL GOLD SHS
Shares41.75K
TypeSH
Market value$1.87M
1.49%
Sole
0.00
Shared
0.00
None
41.75K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares2.47K
TypeSH
Market value$1.83M
1.46%
Sole
0.00
Shared
0.00
None
2.47K

FARMLAND PARTNERS INC

SOLE
COM
Shares169.60K
TypeSH
Market value$1.76M
1.40%
Sole
0.00
Shared
0.00
None
169.60K

NVIDIA CORPORATION

SOLE
COM
Shares7.79K
TypeSH
Market value$1.72M
1.37%
Sole
0.00
Shared
0.00
None
7.79K

CAMBRIA ETF TR

SOLE
SHSHLD YIELD ETF
Shares20.63K
TypeSH
Market value$1.61M
1.28%
Sole
0.00
Shared
0.00
None
20.63K

CAPITAL GRP FIXED INCM ETF T

SOLE
CORE BOND ETF
Shares56.19K
TypeSH
Market value$1.47M
1.17%
Sole
0.00
Shared
0.00
None
56.19K

CATERPILLAR INC

SOLE
COM
Shares1.41K
TypeSH
Market value$1.29M
1.03%
Sole
0.00
Shared
0.00
None
1.41K

SPDR GOLD TR

SOLE
GOLD SHS
Shares2.47K
TypeSH
Market value$1.07M
0.85%
Sole
0.00
Shared
0.00
None
2.47K
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