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CIK: 0002055702
Total reported value
$168.1M
$168.1M
13 檔
60.5%
In Q1 2025, CBM Financial, LLC's U.S. equity holdings reached a combined market value of $168.1M, distributed across 13 disclosed stock positions.
During Q1 2025, CBM Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 60.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.11% | -0.21% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 23.62% | -0.50% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 12.15% | -0.23% | — | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 10.59% | +0.15% | — | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.19% | -0.08% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.84% | -0.08% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.90% | +0.14% | — | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.20% | — | — | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.04% | -0.06% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.86% | -0.09% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.07% | — | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.11% | — | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.25% | -0.02% | — |
According to official SEC Form 13F filings, CBM Financial, LLC reported a total U.S. public equity portfolio value of $168.1M across 13 disclosed positions in Q1 2025.
During Q1 2025, CBM Financial, LLC's top holdings by market value included IVV (26.1%)、IEFA (23.6%)、IJH (12.2%). The largest single position, IVV, represented 26.1% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, CBM Financial, LLC 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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