Cfm Wealth Partners

Latest statistics and disclosures from Cfm Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cfm Wealth Partners

Cfm Wealth Partners holds 63 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.1 $95M +23967% 246k 384.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 14.4 $54M NEW 1.6M 32.96
Spdr Ser Tr Portfolio Agrgte (SPAB) 13.2 $50M NEW 2.0M 25.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.2 $46M NEW 1.6M 29.69
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 5.7 $22M NEW 542k 40.04
Ishares Tr National Mun Etf (MUB) 5.1 $19M NEW 182k 105.52
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.8 $14M NEW 384k 36.97
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.4 $9.1M NEW 100k 91.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $6.3M NEW 163k 38.98
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $6.3M NEW 140k 44.98
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $6.0M NEW 39k 151.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $4.6M NEW 109k 41.97
Vanguard Index Fds Small Cp Etf (VB) 1.2 $4.5M NEW 25k 183.54
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $4.2M NEW 41k 104.27

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $4.0M NEW 81k 49.49
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.8 $2.9M NEW 81k 35.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $2.0M NEW 18k 108.21
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.7M +278% 18k 94.64
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.7M -26% 7.9k 210.52
Pepsi (PEP) 0.4 $1.6M -64% 8.9k 180.65
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $1.4M NEW 9.1k 155.15
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.4M NEW 8.6k 158.80
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $1.2M NEW 63k 18.45
Apple (AAPL) 0.3 $1.0M -97% 7.8k 129.94
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $968k NEW 16k 59.57
Ishares Tr New York Mun Etf (NYF) 0.2 $874k NEW 17k 52.40
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $813k NEW 20k 40.90
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $812k NEW 55k 14.78
Ishares Core Msci Emkt (IEMG) 0.2 $770k NEW 17k 46.70
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $703k NEW 34k 20.56
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $669k NEW 26k 25.44
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $628k NEW 3.5k 179.75
Vanguard Index Fds Growth Etf (VUG) 0.2 $624k NEW 2.9k 213.11
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $577k NEW 20k 29.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $571k NEW 4.2k 135.24
Vanguard Index Fds Value Etf (VTV) 0.1 $559k NEW 4.0k 140.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $535k NEW 2.7k 200.54
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $504k NEW 20k 25.80
Ishares Tr Core Msci Eafe (IEFA) 0.1 $486k NEW 7.9k 61.64
Exxon Mobil Corporation (XOM) 0.1 $451k -97% 4.1k 110.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $450k NEW 11k 40.89
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $440k NEW 16k 28.44
Johnson & Johnson (JNJ) 0.1 $434k -83% 2.5k 176.65
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $418k NEW 8.1k 51.38
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $379k NEW 4.6k 82.32
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $377k NEW 7.5k 50.11
Procter & Gamble Company (PG) 0.1 $373k -68% 2.5k 151.56
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $369k NEW 9.0k 40.90
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.1 $341k NEW 17k 20.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $340k -89% 2.2k 151.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $337k -88% 1.6k 214.24
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $336k NEW 7.9k 42.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $266k NEW 3.2k 82.49
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $265k NEW 1.9k 138.67
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $263k NEW 2.7k 97.00
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $238k NEW 7.0k 34.18
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $234k NEW 3.9k 59.75
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $228k NEW 4.8k 47.04
Yum! Brands (YUM) 0.1 $219k -80% 1.7k 128.10
Hingham Institution for Savings (HIFS) 0.1 $214k NEW 775.00 275.96
Novo-nordisk A S Adr (NVO) 0.1 $207k NEW 1.5k 135.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $206k NEW 2.7k 75.28
Destination Xl (DXLG) 0.0 $79k NEW 12k 6.75

Past Filings by Cfm Wealth Partners

SEC 13F filings are viewable for Cfm Wealth Partners going back to 2019