CHB Investment Group

CHB Investment Group as of Dec. 31, 2024

Portfolio Holdings for CHB Investment Group

CHB Investment Group holds 74 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 6.9 $13M 170k 74.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 6.8 $13M 117k 106.84
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.7 $8.7M 304k 28.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.4 $6.3M 79k 80.27
Axon Enterprise (AXON) 2.9 $5.3M 8.8k 594.33
Servicenow (NOW) 2.0 $3.7M 3.5k 1060.09
Fiserv (FI) 2.0 $3.6M 18k 205.40
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.7 $3.2M 32k 100.59
Motorola Solutions Com New (MSI) 1.7 $3.2M 6.9k 462.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $3.1M 136k 22.70
Boston Scientific Corporation (BSX) 1.7 $3.1M 35k 89.32
Ishares Tr Agency Bond Etf (AGZ) 1.7 $3.1M 28k 107.97
Allstate Corporation (ALL) 1.7 $3.0M 16k 192.78
Iron Mountain (IRM) 1.6 $3.0M 29k 105.11
Brown & Brown (BRO) 1.6 $3.0M 29k 102.03
W.R. Berkley Corporation (WRB) 1.6 $2.9M 50k 58.53
CBOE Holdings (CBOE) 1.6 $2.9M 15k 195.39
TJX Companies (TJX) 1.6 $2.9M 24k 120.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.9M 6.4k 453.33
Progressive Corporation (PGR) 1.6 $2.9M 12k 239.58
Hubbell (HUBB) 1.6 $2.9M 6.9k 418.91
Hartford Financial Services (HIG) 1.6 $2.9M 26k 109.40
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.5 $2.8M 12k 235.26
Republic Services (RSG) 1.5 $2.8M 14k 201.18
Costco Wholesale Corporation (COST) 1.5 $2.8M 3.0k 916.31
Microsoft Corporation (MSFT) 1.5 $2.7M 6.5k 421.54
Amgen (AMGN) 1.5 $2.7M 10k 260.66
Vulcan Materials Company (VMC) 1.5 $2.7M 10k 257.19
Waste Management (WM) 1.4 $2.6M 13k 201.78
McKesson Corporation (MCK) 1.4 $2.6M 4.6k 570.00
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.4 $2.6M 25k 104.89
Leidos Holdings (LDOS) 1.4 $2.6M 18k 144.07
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $2.6M 25k 103.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $2.6M 95k 27.32
AmerisourceBergen (COR) 1.4 $2.5M 11k 224.67
Paccar (PCAR) 1.4 $2.5M 24k 104.02
Martin Marietta Materials (MLM) 1.3 $2.5M 4.8k 516.47
Arch Cap Group Ord (ACGL) 1.3 $2.4M 26k 92.34
Eli Lilly & Co. (LLY) 1.3 $2.4M 3.1k 772.14
Nordson Corporation (NDSN) 1.3 $2.4M 11k 209.26
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 1.3 $2.4M 23k 102.28
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.2 $2.3M 23k 98.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.2M 4.2k 538.70
Domino's Pizza (DPZ) 1.2 $2.2M 5.2k 419.68
Cigna Corp (CI) 1.2 $2.1M 7.7k 276.08
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 1.1 $2.0M 30k 68.62
Ishares Tr Global 100 Etf (IOO) 1.1 $2.0M 20k 100.78
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.0 $1.9M 37k 52.07
Exxon Mobil Corporation (XOM) 1.0 $1.9M 18k 107.57
Ishares Tr Msci Kokusai Etf (TOK) 1.0 $1.9M 16k 116.05
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.8M 6.8k 264.20
Regeneron Pharmaceuticals (REGN) 1.0 $1.8M 2.5k 712.30
Spdr Ser Tr Glb Dow Etf (DGT) 0.9 $1.7M 13k 132.00
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $1.5M 28k 54.48
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.5M 6.1k 240.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.4M 50k 27.70
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.2M 11k 115.18
Guinness Atkinson Fds Smartetfs Divid (DIVS) 0.6 $1.1M 40k 28.44
Ishares Msci World Etf (URTH) 0.6 $1.0M 6.5k 155.56
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.5 $964k 21k 45.75
Johnson & Johnson (JNJ) 0.3 $521k 3.6k 144.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $494k 967.00 510.86
Abbvie (ABBV) 0.2 $400k 2.3k 177.78
United Parcel Service CL B (UPS) 0.2 $338k 2.7k 126.12
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $326k 13k 25.47
Alphabet Cap Stk Cl A (GOOGL) 0.2 $300k 1.6k 189.04
Emcor (EME) 0.2 $298k 657.00 453.58
Union Pacific Corporation (UNP) 0.1 $271k 1.2k 227.73
International Business Machines (IBM) 0.1 $256k 1.2k 219.55
Oracle Corporation (ORCL) 0.1 $240k 1.4k 166.32
Abbott Laboratories (ABT) 0.1 $237k 2.1k 113.34
Norfolk Southern (NSC) 0.1 $218k 928.00 234.91
JPMorgan Chase & Co. (JPM) 0.1 $210k 878.00 239.18
Canadian Pacific Kansas City (CP) 0.1 $207k 2.9k 72.38