CX Institutional
1,550 holdingsFiling period: 2026-03-31Current AUM: $3.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | iShares ETFs/USA | 1.15M | $115.5M | $115.6M | 3.19% | -134,092 | 2026-03-31 |
| 2 | IEFA | iShares ETFs/USA | 985.8K | $89.2M | $96.8M | 2.67% | -36,783 | 2026-03-31 |
| 3 | SPTI | State Street ETF/USA | 2.82M | $80.7M | $79.1M | 2.18% | +63.6K | 2026-03-31 |
| 4 | BNDX | Vanguard ETF/USA | 1.39M | $66.7M | $66.3M | 1.83% | +37.8K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 254.8K | $64.7M | $78.7M | 2.17% | +18.3K | 2026-03-31 |
| 6 | IVV | iShares ETFs/USA | 93.4K | $61.0M | $70.0M | 1.93% | +1.5K | 2026-03-31 |
| 7 | SPMB | State Street ETF/USA | 2.67M | $59.8M | $58.6M | 1.61% | +21.9K | 2026-03-31 |
| 8 | SPBO | State Street ETF/USA | 2.05M | $59.6M | $58.4M | 1.61% | +41.7K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORP | 314.3K | $54.8M | $63.1M | 1.74% | +13.7K | 2026-03-31 |
| 10 | SHM | State Street ETF/USA | 1.11M | $53.2M | $53.0M | 1.46% | +54.8K | 2026-03-31 |
| 11 | VO | Vanguard ETF/USA | 176.4K | $50.7M | $57.1M | 1.57% | -76,641 | 2026-03-31 |
| 12 | RSPA | Invesco ETFs/USA | 929.6K | $46.5M | $50.0M | 1.38% | -39,794 | 2026-03-31 |
| 13 | VB | Vanguard ETF/USA | 177.2K | $46.4M | $52.3M | 1.44% | -56,483 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 121.6K | $45.0M | $56.5M | 1.56% | +12.4K | 2026-03-31 |
| 15 | ITM | VanEck ETFs/USA | 957.5K | $44.5M | $44.0M | 1.21% | +22.9K | 2026-03-31 |
| 16 | IVE | iShares ETFs/USA | 208.9K | $44.1M | $48.4M | 1.33% | -103,170 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC-A | 134.3K | $38.6M | $47.8M | 1.32% | +3.1K | 2026-03-31 |
| 18 | AMZN | AMAZON.COM INC | 178.6K | $37.2M | $48.5M | 1.34% | +17.1K | 2026-03-31 |
| 19 | SHY | iShares ETFs/USA | 408.9K | $33.8M | $33.5M | 0.92% | +6.7K | 2026-03-31 |
| 20 | JAAA | Janus Detroit Street Trust | 659.9K | $33.2M | $33.3M | 0.92% | +10.0K | 2026-03-31 |
| 21 | SCHV | Schwab Strategic Trust | 1.06M | $32.2M | $35.9M | 0.99% | -793,286 | 2026-03-31 |
| 22 | LLY | ELI LILLY & CO | 33.8K | $31.1M | $38.9M | 1.07% | +4.5K | 2026-03-31 |
| 23 | QEFA | State Street ETF/USA | 321.4K | $30.0M | $31.9M | 0.88% | +129.4K | 2026-03-31 |
| 24 | VTEB | Vanguard ETF/USA | 589.6K | $29.4M | $29.2M | 0.81% | +25.2K | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 92.5K | $28.6M | $36.0M | 0.99% | +17.4K | 2026-03-31 |
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