Cfm Wealth Partners

Cfm Wealth Partners as of Dec. 31, 2022

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 246k 384.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 14.4 $54M 1.6M 32.96
Spdr Ser Tr Portfolio Agrgte (SPAB) 13.2 $50M 2.0M 25.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.2 $46M 1.6M 29.69
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 5.7 $22M 542k 40.04
Ishares Tr National Mun Etf (MUB) 5.1 $19M 182k 105.52
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.8 $14M 384k 36.97
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.4 $9.1M 100k 91.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $6.3M 163k 38.98
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $6.3M 140k 44.98
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $6.0M 39k 151.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $4.6M 109k 41.97
Vanguard Index Fds Small Cp Etf (VB) 1.2 $4.5M 25k 183.54
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $4.2M 41k 104.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $4.0M 81k 49.49
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.8 $2.9M 81k 35.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $2.0M 18k 108.21
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.7M 18k 94.64
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.7M 7.9k 210.52
Pepsi (PEP) 0.4 $1.6M 8.9k 180.65
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $1.4M 9.1k 155.15
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.4M 8.6k 158.80
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $1.2M 63k 18.45
Apple (AAPL) 0.3 $1.0M 7.8k 129.94
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $968k 16k 59.57
Ishares Tr New York Mun Etf (NYF) 0.2 $874k 17k 52.40
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $813k 20k 40.90
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $812k 55k 14.78
Ishares Core Msci Emkt (IEMG) 0.2 $770k 17k 46.70
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $703k 34k 20.56
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $669k 26k 25.44
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $628k 3.5k 179.75
Vanguard Index Fds Growth Etf (VUG) 0.2 $624k 2.9k 213.11
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $577k 20k 29.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $571k 4.2k 135.24
Vanguard Index Fds Value Etf (VTV) 0.1 $559k 4.0k 140.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $535k 2.7k 200.54
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $504k 20k 25.80
Ishares Tr Core Msci Eafe (IEFA) 0.1 $486k 7.9k 61.64
Exxon Mobil Corporation (XOM) 0.1 $451k 4.1k 110.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $450k 11k 40.89
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $440k 16k 28.44
Johnson & Johnson (JNJ) 0.1 $434k 2.5k 176.65
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $418k 8.1k 51.38
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $379k 4.6k 82.32
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $377k 7.5k 50.11
Procter & Gamble Company (PG) 0.1 $373k 2.5k 151.56
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $369k 9.0k 40.90
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.1 $341k 17k 20.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $340k 2.2k 151.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $337k 1.6k 214.24
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $336k 7.9k 42.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $266k 3.2k 82.49
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $265k 1.9k 138.67
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $263k 2.7k 97.00
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $238k 7.0k 34.18
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $234k 3.9k 59.75
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $228k 4.8k 47.04
Yum! Brands (YUM) 0.1 $219k 1.7k 128.10
Hingham Institution for Savings (HIFS) 0.1 $214k 775.00 275.96
Novo-nordisk A S Adr (NVO) 0.1 $207k 1.5k 135.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $206k 2.7k 75.28
Destination Xl (DXLG) 0.0 $79k 12k 6.75