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CIK: 0001535847
Total reported value
$38.1B
$38.1B
4962 檔
9.7%
During the Q2 2024 filing period, Cwm, LLC (CIK: 0001535847) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $38.1B across 4962 reported positions.
During Q2 2024, Cwm, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 4962 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.72% | -0.27% | -15.22% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.80% | -0.03% | -10.81% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.24% | -0.26% | -3.13% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.62% | -0.17% | +36.02% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.01% | +2.41% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.99% | -0.18% | +2.35% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.97% | -0.12% | +18.29% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.74% | +0.25% | +6.08% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.25% | -1.76% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.66% | -0.33% | +14.83% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.12% | +1011.27% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.35% | -0.12% | +1.43% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.33% | -0.01% | +54.30% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.33% | -0.14% | +5.11% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.26% | -0.06% | -2.05% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.24% | -0.21% | +6.43% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.07% | +0.95% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.08% | -0.03% | +5.14% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | -0.01% | -3.70% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | -0.01% | -15.88% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.27% | +7.30% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.83% | -0.11% | +1.76% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.82% | -0.04% | -10.18% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | -0.10% | -11.88% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | -0.04% | -3.53% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.80% | +0.02% | -2.61% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.15% | +11.86% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | -0.10% | +1.59% | |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.76% | -0.02% | -3.65% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.76% | -0.47% | -39.38% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.01% | +57.17% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.64% | -0.01% | -1.86% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.08% | +3.77% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | -0.44% | +78.10% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.50% | -0.02% | -0.90% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | +1.63% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | -0.19% | +1.43% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.47% | -0.05% | -38.74% | |
| 39 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.47% | — | +3.19% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.06% | +44.35% | |
| 41 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.44% | -0.03% | +7.94% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.44% | — | +41.82% | |
| 43 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.44% | -0.02% | -1.05% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.43% | -0.02% | +3.54% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.41% | — | -8.39% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.08% | -7.38% | |
| 47 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.38% | +0.01% | -6.49% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | +0.01% | +1.52% | |
| 49 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.35% | -0.01% | -4.97% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.34% | +0.01% | +49.16% |
According to official SEC Form 13F filings, Cwm, LLC reported a total U.S. public equity portfolio value of $38.1B across 4962 disclosed positions in Q2 2024.
During Q2 2024, Cwm, LLC's top holdings by market value included IVV (5.7%)、IUSB (3.8%)、QUAL (3.2%). The largest single position, IVV, represented 5.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, QUAL) accounted for 9.7% of total reported equity market value during Q2 2024.
In Q2 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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