CBM Financial, LLC
16 holdingsFiling period: 2026-03-31Current AUM: $179.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 448.3K | $43.5M | $47.2M | 26.36% | +33.9K | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 317.5K | $26.5M | $30.4M | 16.98% | +14.4K | 2026-03-31 |
| 3 | SPYV | SPDR SERIES TRUST | 318.7K | $18.9M | $20.7M | 11.56% | +24.3K | 2026-03-31 |
| 4 | IJH | ISHARES TR | 244.6K | $17.9M | $20.0M | 11.17% | +10.0K | 2026-03-31 |
| 5 | SPYG | SPDR SERIES TRUST | 142.6K | $15.8M | $18.9M | 10.53% | +10.2K | 2026-03-31 |
| 6 | IVV | ISHARES TR | 17.3K | $12.3M | $14.2M | 7.91% | +2.0K | 2026-03-31 |
| 7 | IJR | ISHARES TR | 50.8K | $6.9M | $8.1M | 4.52% | +3.2K | 2026-03-31 |
| 8 | AGG | ISHARES TR | 67.7K | $6.8M | $6.6M | 3.70% | +2.3K | 2026-03-31 |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 76.5K | $4.5M | $4.4M | 2.48% | +2.7K | 2026-03-31 |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 16.1K | $2.4M | $2.7M | 1.52% | +886 | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 25.6K | $2.1M | $2.5M | 1.38% | +21.2K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 4.5K | $1.2M | $1.5M | 0.83% | +801 | 2026-03-31 |
| 13 | ORCL | ORACLE CORP | 2.5K | $451K | $398K | 0.22% | -- | 2026-03-31 |
| 14 | IUSB | ISHARES TR | 8.2K | $383K | $377K | 0.21% | +640 | 2026-03-31 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | 1.3K | $360K | $843K | 0.47% | -847 | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 670 | $224K | $278K | 0.16% | -- | 2026-03-31 |
← Scroll →