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CIK: 0001737089
Total reported value
$3.5B
$3.5B
542 檔
6.6%
As reported in its official Q2 2024 Form 13F filing, CX Institutional's tracked investment portfolio stood at $3.5B with 542 total positions.
During Q2 2024, CX Institutional'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, URTH, SCHV) accounted for 6.6% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 542 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | -1.10% | -0.05% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 2.30% | — | -3.25% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.13% | -0.18% | +13.39% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.93% | +0.04% | +18.46% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.86% | -0.94% | -7.22% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 1.75% | +0.01% | +149.43% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.69% | -0.04% | -2.85% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.07% | +10.28% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.60% | +0.23% | +2.75% | |
| 10 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.57% | -0.06% | -1.98% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.50% | +0.06% | -6.36% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.46% | +0.05% | -1.13% | |
| 13 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.43% | -0.64% | +0.42% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.40% | -0.03% | -1.83% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.37% | +0.05% | -0.86% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.09% | -0.03% | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.29% | -0.07% | -7.65% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.25% | -0.01% | -28.15% | |
| 19 | TAXF | American Century Diver Muni | ETF-Other | 1.17% | +0.01% | -2.06% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.06% | +0.04% | +0.28% | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.05% | — | +0.78% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.05% | -0.32% | +34.34% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.01% | +1.85% | -27.47% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | -0.41% | -2.57% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.16% | -2.71% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.89% | -0.07% | -2.13% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.07% | +1.36% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.13% | +936.86% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | -0.27% | -2.10% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.28% | -4.60% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.76% | +0.03% | +9.07% | |
| 32 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.75% | +0.01% | -2.39% | |
| 33 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.73% | -0.01% | -6.45% | |
| 34 | FLCA | Franklin Ftse Canada ETF | ETF-Other | 0.72% | — | -4.54% | |
| 35 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 0.70% | — | +29586.79% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.13% | +1.39% | |
| 37 | EDEN | Ishares Msci Denmark ETF | ETF-Other | 0.70% | — | +41862.32% | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.69% | — | +0.66% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.69% | +1.09% | +6681.82% | |
| 40 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.68% | — | +2.00% | |
| 41 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.68% | -0.01% | -30.54% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | -0.52% | -0.57% | |
| 43 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.66% | — | -13.70% | |
| 44 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.66% | — | -2.71% | |
| 45 | EWQ | Ishares Msci France ETF | ETF-Other | 0.65% | — | +1.21% | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.64% | +0.05% | +1.60% | |
| 47 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-Other | 0.64% | — | +36076.08% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | +0.09% | -16.42% | |
| 49 | FLBR | Franklin Ftse Brazil ETF | ETF-Other | 0.62% | — | +1.73% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.04% | +54.99% |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 542 disclosed positions in Q2 2024.
During Q2 2024, CX Institutional's top holdings by market value included IVV (2.5%)、URTH (2.3%)、SCHV (2.1%). The largest single position, IVV, represented 2.5% of total portfolio value.
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In Q2 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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