CBM Financial, LLC Q1 2025 Filing
Filed May 21, 2025
Portfolio Value
$123.0B
Holdings
13
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 54,129 | $32.1B | 26.11% | |
| 2 | AQLTISHARES TR | 359,171 | $29.1B | 23.62% | |
| 3 | IJHISHARES TR | 244,315 | $14.9B | 12.15% | |
| 4 | SPYVSPDR SER TR | 255,334 | $13.0B | 10.59% | |
| 5 | SPYGSPDR SER TR | 140,074 | $12.5B | 10.19% | |
| 6 | AGGISHARES TR | 60,957 | $5.9B | 4.84% | |
| 7 | IJRISHARES TR | 44,554 | $4.8B | 3.90% | |
| 8 | SHYISHARES TR | 47,815 | $3.9B | 3.20% | |
| 9 | VTVANGUARD INTL EQUITY INDEX F | 20,375 | $2.5B | 2.04% | |
| 10 | VUGVANGUARD INDEX FDS | 5,549 | $2.3B | 1.86% | |
| 11 | AAPLAPPLE INC | 5,333 | $1.1B | 0.92% | |
| 12 | ORCLORACLE CORP | 2,545 | $405.7M | 0.33% | |
| 13 | IUSBISHARES TR | 6,823 | $310.3M | 0.25% |