CBM Financial, LLC 13F Holdings
CIK 0002055702 · AUSTIN, TX
As of Mar 31, 2025, CBM Financial, LLC reported 13 positions worth
CIK 0002055702 · AUSTIN, TX
As of Mar 31, 2025, CBM Financial, LLC reported 13 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 54,129 | $32.1M | 26.11% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 359,171 | $29.1M | 23.62% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 244,315 | 4.9M | 12.15% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 255,334 | 3.0M | 10.59% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 140,074 | 2.5M | 10.19% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 60,957 | $5.9M | 4.84% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 44,554 | $4.8M | 3.90% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 47,815 | $3.9M | 3.20% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 20,375 | $2.5M | 2.04% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,549 | $2.3M | 1.86% |
| APPLE INC | AAPL | Technology | 5,333 | .1M | 0.92% |
| ORACLE CORP | ORCL | Technology | 2,545 | $405.7K | 0.33% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 6,823 | $310.3K | 0.25% |