CBM Financial, LLC
data from 31/03/2025
Capitalization
$ 122.995 M
100.00 %
Performance
$ 0.000
0.00 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/03/31 | IVV | ISHARES TR | 26.11% | 32.108 M $ | 54129 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | IEFA | ISHARES TR | 23.62% | 29.057 M $ | 359171 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | IJH | ISHARES TR | 12.15% | 14.942 M $ | 244315 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | SPYV | SPDR SER TR | 10.59% | 13.027 M $ | 255334 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | SPYG | SPDR SER TR | 10.19% | 12.531 M $ | 140074 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | AGG | ISHARES TR | 4.84% | 5.949 M $ | 60957 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | IJR | ISHARES TR | 3.90% | 4.797 M $ | 44554 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | SHY | ISHARES TR | 3.20% | 3.941 M $ | 47815 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 2.04% | 2.507 M $ | 20375 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | VUG | VANGUARD INDEX FDS | 1.86% | 2.292 M $ | 5549 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | AAPL | APPLE INC | 0.92% | 1.128 M $ | 5333 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | ORCL | ORACLE CORP | 0.33% | 405.698 K $ | 2545 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | IUSB | ISHARES TR | 0.25% | 310.321 K $ | 6823 | 2025/03/31 | 0.000 $ | 0.00 % |