CX Institutional 13F Holdings

CIK 0001737089 · AUBURN, IN

As of Sep 30, 2025, CX Institutional reported 1,375 positions worth $2.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—1,427,133 43.7K4.89%
ISHARES CORE MSCI EAFE ETFIEFA—1,078,319$94.1K3.21%
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETFSPTI—2,687,022$77.7K2.64%
VANGUARD CHARLOTTE FUNDSBNDX—1,315,476$65.1K2.22%
ISHARES S&P 500 VALUE ETFIVE—312,968$64.6K2.20%
VANGUARD MID-CAP INDEX FUNDVO—216,458$63.6K2.16%
APPLE INCAAPLTechnology245,217$62.4K2.13%
ISHARES CORE S&P 500 ETFIVV—91,679$61.4K2.09%
VANGUARD WORLD FUNDMGK—150,740$60.7K2.07%
VANGUARD SMALL-CAP INDEX FUNDVB—237,926$60.5K2.06%
STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETFSPMB—2,663,197$59.8K2.03%
STATE STREET(R) SPDR PORTFOLIO CORPORATE BOND ETFSPBO—2,005,449$59.4K2.02%
ISHARES RUSSELL 1000 GROWTH ETFIWF—126,648$59.3K2.02%
ISHARES CORE S&P US GROWTH ETFIUSG—357,572$58.8K2.00%
MICROSOFT CORPMSFTTechnology111,946$58.0K1.97%
NVIDIA CORPNVDATechnology296,466$55.3K1.88%
SCHWAB US LARGE-CAP VALUESCHVEquity1,888,742$55.0K1.87%
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETFRSPA—1,037,980$53.0K1.80%
STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETFSHM—1,037,551$50.0K1.70%
ISHARES RUSSELL 1000 VALUE ETFIWD—241,547$49.2K1.67%
VANECK INTERMEDIATE MUNI ETFITM—917,714$42.8K1.46%
AMAZON.COM INCAMZNEquity155,180$34.1K1.16%
ALPHABET INCGOOGLEquity139,990$34.0K1.16%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—399,452$33.1K1.13%
JANUS HENDERSON AAA CLO ETFJAAA—643,187$32.7K1.11%