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CIK: 0001737089
Total reported value
$3.5B
$3.5B
543 檔
6.5%
During the Q1 2024 filing period, CX Institutional (CIK: 0001737089) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.5B across 543 reported positions.
During Q1 2024, CX Institutional's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 543 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | -1.10% | -0.16% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 2.40% | — | +396.43% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.07% | -0.94% | +13.96% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.98% | -0.18% | +43.97% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.83% | -0.01% | +14.87% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.77% | -0.04% | +15.71% | |
| 7 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.66% | -0.06% | +13.13% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.66% | +0.23% | +0.41% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.53% | +0.04% | +60.70% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.53% | +0.06% | +62.71% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.50% | -0.03% | -5.06% | |
| 12 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.49% | -0.64% | +5.93% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.48% | +0.05% | +1.46% | |
| 14 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.44% | -0.07% | +13.98% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.43% | +1.85% | -25.45% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.40% | +0.05% | +45.86% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.09% | +3.88% | |
| 18 | TAXF | American Century Diver Muni | ETF-Other | 1.23% | +0.01% | +28.02% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.07% | +35.06% | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.12% | — | +3.79% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.12% | +0.04% | -1.65% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.04% | -0.41% | +15.89% | |
| 23 | PZA | Invesco National Amt-free Mu | ETF-Other | 1.01% | -0.01% | +16.36% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.94% | -0.07% | +13.48% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.91% | -0.27% | +16.98% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.07% | +52.65% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.32% | +8.76% | |
| 28 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.81% | +0.01% | +4.76% | |
| 29 | FLCA | Franklin Ftse Canada ETF | ETF-Other | 0.80% | — | +14.08% | |
| 30 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.80% | -0.01% | +19.79% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.79% | — | -41.12% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.16% | +7.47% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.28% | +7.48% | |
| 34 | FLBR | Franklin Ftse Brazil ETF | ETF-Other | 0.73% | — | +16.96% | |
| 35 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.73% | — | +35.45% | |
| 36 | EWQ | Ishares Msci France ETF | ETF-Other | 0.72% | — | +40.23% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.71% | -0.52% | +0.88% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.09% | +43.62% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.68% | +0.03% | -3.80% | |
| 40 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.68% | — | +213.31% | |
| 41 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.68% | — | +1.33% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.01% | +246.89% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.65% | +0.05% | -5.82% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.13% | +36.44% | |
| 45 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.64% | -0.30% | +0.28% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.13% | +87.57% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.12% | +9.63% | |
| 48 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.56% | -0.17% | +8.24% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.12% | +562.37% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | +0.02% | -22.26% |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 543 disclosed positions in Q1 2024.
During Q1 2024, CX Institutional's top holdings by market value included IVV (2.5%)、URTH (2.4%)、SPTI (2.1%). The largest single position, IVV, represented 2.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, URTH, SPTI) accounted for 6.5% of total reported equity market value during Q1 2024.
In Q1 2024, CX Institutional 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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