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CIK: 0001091860
Total reported value
$244.6M
$244.6M
478 檔
14.5%
The Q2 2024 SEC filing reveals that C M Bidwell & Associates LTD held a total portfolio value of $244.6M, covering 478 public equity positions.
During Q2 2024, C M Bidwell & Associates LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 478 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.47% | -0.91% | +39.47% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.99% | — | -7.81% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.52% | +0.24% | +0.26% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.51% | +0.06% | -1.90% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.29% | +0.59% | -2.96% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-Other | 3.45% | -0.29% | +0.82% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.84% | -0.28% | +0.91% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.57% | -0.11% | +7.39% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.48% | +0.04% | -6.84% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.43% | -0.04% | +1.43% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.41% | -0.21% | -1.85% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.26% | +0.01% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.24% | -0.02% | +6.40% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.00% | -0.26% | +10.46% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.89% | +0.15% | -2.17% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.04% | -0.24% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.39% | -0.06% | -9.11% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.31% | +0.10% | +0.22% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.09% | +899.36% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.17% | -0.16% | +32.30% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.14% | -0.15% | +1.13% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.07% | -0.24% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.13% | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.97% | +0.06% | -0.05% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.95% | -0.02% | — | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.91% | -0.09% | -1.46% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.16% | -0.27% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.88% | -0.01% | -0.01% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.85% | -0.01% | -4.50% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.80% | -0.01% | -24.67% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.03% | +0.23% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.04% | -3.99% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.03% | -1.40% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.06% | -32.60% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.68% | -0.54% | +96.09% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.03% | -0.30% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.05% | -2.37% | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.07% | -0.25% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.59% | — | +7.96% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.58% | +0.35% | +2.81% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.03% | -1.41% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.50% | -0.06% | +0.31% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.50% | +0.05% | -0.57% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | — | — | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | — | +2.40% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.45% | +0.01% | — | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.40% | -0.03% | — | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.39% | -0.09% | +36.88% | |
| 49 | ANETEUR | Arista Networks Inc | Stock-Other | 0.38% | — | -0.74% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.05% | -28.28% |
According to official SEC Form 13F filings, C M Bidwell & Associates LTD reported a total U.S. public equity portfolio value of $244.6M across 478 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BSV, IWB, IWM) accounted for 14.5% of total reported equity market value during Q2 2024.
During Q2 2024, C M Bidwell & Associates LTD's top holdings by market value included BSV (5.5%)、IWB (5.0%)、IWM (4.5%). The largest single position, BSV, represented 5.5% of total portfolio value.
In Q2 2024, C M Bidwell & Associates LTD made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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