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CIK: 0001535847
Total reported value
$38.1B
$38.1B
4760 檔
9.8%
In Q1 2024, Cwm, LLC's U.S. equity holdings reached a combined market value of $38.1B, distributed across 4760 disclosed stock positions.
During Q1 2024, Cwm, 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, IUSB, QUAL) accounted for 9.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 4760 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.68% | -0.27% | -21.10% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.43% | -0.03% | +22.19% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.32% | -0.26% | -4.42% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +0.01% | +9.93% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.81% | -0.17% | +57.01% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.73% | +0.25% | +9.85% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.25% | +6.19% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.63% | -0.18% | +2.90% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.62% | -0.12% | — | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.50% | -0.33% | +17.09% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.36% | -0.06% | +228.45% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.33% | -0.47% | +19.05% | |
| 13 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.32% | -0.14% | +12.45% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | -0.12% | +1.94% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.25% | -0.21% | +10.67% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.20% | -0.01% | +13.26% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.04% | -0.01% | -0.27% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.07% | -2.23% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.02% | -0.03% | +11.67% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.94% | -0.04% | -7.07% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.12% | +9.45% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.91% | -0.01% | +70.09% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | -0.10% | +44.51% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.84% | +0.02% | -8.78% | |
| 25 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.81% | -0.02% | -3.02% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.77% | -0.04% | +8.81% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.77% | -0.11% | +9.81% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.76% | -0.05% | -26.32% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.27% | -13.95% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | -0.10% | +17.70% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.65% | -0.01% | +61.83% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -0.15% | +12.24% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.54% | -0.02% | -6.87% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | +4.72% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.08% | -1.97% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.08% | -4.22% | |
| 37 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.47% | — | +58.88% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | -0.19% | +4.71% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.46% | +0.01% | +7.58% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.46% | — | — | |
| 41 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.46% | -0.02% | -9.73% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.44% | -0.02% | -30.76% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.44% | -0.02% | +32.56% | |
| 44 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.43% | +0.01% | -0.64% | |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.43% | -0.03% | +33255.10% | |
| 46 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.38% | -0.01% | +0.36% | |
| 47 | IXC | Ishares Global Energy ETF | ETF-Other | 0.36% | — | +9.85% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | +0.12% | +7.33% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.36% | -0.13% | -3.78% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | +0.01% | +2.63% |
According to official SEC Form 13F filings, Cwm, LLC reported a total U.S. public equity portfolio value of $38.1B across 4760 disclosed positions in Q1 2024.
During Q1 2024, Cwm, LLC's top holdings by market value included IVV (6.7%)、IUSB (4.4%)、QUAL (3.3%). The largest single position, IVV, represented 6.7% of total portfolio value.
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In Q1 2024, Cwm, 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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