CBM Financial as of March 31, 2025
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 |
