CBM Financial as of March 31, 2026
Portfolio Holdings for CBM Financial
CBM Financial holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 27.1 | $44M | 448k | 97.04 | |
| Spdr Series Trust State Street Spd (SPYM) | 16.5 | $27M | 318k | 83.42 | |
| Spdr Series Trust State Street Spd (SPYV) | 11.8 | $19M | 319k | 59.23 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 11.2 | $18M | 245k | 73.36 | |
| Spdr Series Trust State Street Spd (SPYG) | 9.8 | $16M | 143k | 110.56 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $12M | 17k | 712.11 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $6.9M | 51k | 136.15 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.2 | $6.8M | 68k | 99.84 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.8 | $4.5M | 77k | 58.57 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $2.4M | 16k | 150.48 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $2.1M | 26k | 82.50 | |
| Apple (AAPL) | 0.8 | $1.2M | 4.5k | 273.05 | |
| Oracle Corporation (ORCL) | 0.3 | $452k | 2.5k | 177.59 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $383k | 8.2k | 46.50 | |
| Advanced Micro Devices (AMD) | 0.2 | $360k | 1.3k | 274.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $225k | 670.00 | 335.40 |
