CBM Financial
Latest statistics and disclosures from CBM Financial's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002055702
Tip: Access up to 7 years of quarterly data
Positions held by CBM Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for CBM Financial
CBM Financial holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 26.1 | $32M | 54k | 593.18 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 23.6 | $29M | 359k | 80.90 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 12.1 | $15M | 244k | 61.16 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 10.6 | $13M | 255k | 51.02 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 10.2 | $13M | 140k | 89.46 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.8 | $5.9M | 61k | 97.60 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.9 | $4.8M | 45k | 107.66 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.2 | $3.9M | 48k | 82.42 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.0 | $2.5M | 20k | 123.02 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $2.3M | 5.5k | 413.09 |
|
|
| Apple (AAPL) | 0.9 | $1.1M | 5.3k | 211.46 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $406k | 2.5k | 159.41 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $310k | 6.8k | 45.48 |
|
Past Filings by CBM Financial
SEC 13F filings are viewable for CBM Financial going back to 2025
- CBM Financial 2025 Q1 filed May 21, 2025