CBM Financial, LLC: 13F holdings
CIK 20557022026Q2
| Positions | 16 |
|---|---|
| Reported value | $168.1m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IEFA ISHARES TR | 465,364 | $44.8m | 26.7% |
| SPYM SPDR SERIES TRUST | 321,768 | $28.1m | 16.7% |
| SPYV SPDR SERIES TRUST | 323,913 | $20.1m | 11.9% |
| IJH ISHARES TR | 244,055 | $18.4m | 11.0% |
| SPYG SPDR SERIES TRUST | 141,160 | $16.4m | 9.8% |
| IVV ISHARES TR | 16,855 | $12.6m | 7.5% |
| IJR ISHARES TR | 51,351 | $7.5m | 4.5% |
| AGG ISHARES TR | 70,820 | $7.0m | 4.1% |
| VGSH VANGUARD SCOTTSDALE FDS | 80,049 | $4.7m | 2.8% |
| ACWI VANGUARD INTL EQUITY INDEX F | 15,751 | $2.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055702")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.