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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001737089
Total reported value
$3.5B
$3.5B
535 檔
11.0%
As reported in its official Q4 2024 Form 13F filing, CX Institutional's tracked investment portfolio stood at $3.5B with 535 total positions.
During Q4 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 IEFA, SGOV, SPTI) accounted for 11.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 535 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.36% | -0.32% | +670.80% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.88% | +1.85% | +20.29% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.42% | -0.94% | +45.78% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.26% | +0.04% | +16.81% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.18% | -0.04% | +44.70% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -1.10% | +0.75% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.07% | +0.23% | +33.15% | |
| 8 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 2.02% | -0.06% | +45.05% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.91% | -0.18% | +324.26% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | -0.03% | +40.18% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.07% | +11.66% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.72% | +0.05% | +41.81% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.70% | +0.02% | +556.99% | |
| 14 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.68% | -0.07% | +47.80% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.63% | +0.06% | +16.49% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.63% | +0.05% | +18.65% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.61% | -0.01% | +50.46% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.42% | +0.04% | +48.33% | |
| 19 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.35% | -0.64% | +8.55% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.09% | +16.46% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.27% | -0.41% | +43.24% | |
| 22 | TAXF | American Century Diver Muni | ETF-Other | 1.23% | +0.01% | +21.47% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.13% | +28.36% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.07% | +7.85% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.94% | -0.07% | +21.16% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.92% | -0.27% | +22.90% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.11% | +101.20% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.91% | +1.09% | +44.58% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.16% | +6.21% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.13% | +18.33% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.12% | -10.62% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.14% | -23.80% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.28% | +23.22% | |
| 34 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.71% | -0.01% | +21.59% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | +0.02% | -4.63% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.04% | +113.48% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.68% | +0.05% | +7.42% | |
| 38 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.65% | +0.01% | -5.79% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.12% | -1.95% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.63% | +0.03% | -14.36% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | -0.52% | +0.21% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.02% | +14.10% | |
| 43 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.59% | -0.30% | +18.58% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | +62.43% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.03% | -0.15% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | +0.14% | +8.09% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.14% | +35.20% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.02% | -5.23% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | +0.04% | +18.23% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.09% | -4.58% |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 535 disclosed positions in Q4 2024.
During Q4 2024, CX Institutional's top holdings by market value included IEFA (5.4%)、SGOV (2.9%)、SPTI (2.4%). The largest single position, IEFA, represented 5.4% of total portfolio value.
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In Q4 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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