CI

CUTLER INVESTMENT COUNSEL LLC

13F
CUTLER INVESTMENT COUNSEL LLC
Last update 2025-05-08 133 Stocks (8 new)
Value $832.00 Mil Turnover 5 %
Countries:
Top Holdings: IGSB(4.83%)VO(4.66%)IEFA(4.24%)SPEM(3.67%)MSFT(3.21%)
Summary Stock Picks Current Portfolio
CUTLER INVESTMENT COUNSEL LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IGSB
iShares 1-3 Year Credit Bond ETF
767,048
40,170.3
+8.79%
4.830
+0.39%
0.190
+1.31%
+3.76%
21,509.5
 
VO
Vanguard Mid-Cap ETF
149,832
38,749.4
+9.46%
4.660
+0.40%
0.050
+14.26%
+8.28%
76,168.6
 
IEFA
iShares Core MSCI EAFE ETF
466,492
35,290.1
+14.84%
4.240
+0.55%
0.030
+14.34%
+21.05%
143,058.9
 
SPEM
SPDR Portfolio Emerging Markets ETF
774,997
30,511.7
+5.73%
3.670
+0.20%
0.280
+12.54%
+14.01%
12,391.0
 
MSFT
Microsoft Corp
71,252
26,747.2
-2.31%
3.210
-0.09%
0.000
+33.94%
+18.80%
3,707,650.2
Software
SPAB
SPDR Portfolio Aggregate Bond ETF
983,955
25,130.2
+15.89%
3.020
+0.41%
0.290
+0.10%
+3.72%
8,747.7
 
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
387,257
24,676.0
+51.97%
2.960
+1.01%
0.370
+12.99%
+20.99%
7,679.1
 
IUSG
ISHARES TRUST
192,679
24,485.7
+2.88%
2.940
+0.08%
0.120
+24.31%
+9.19%
23,624.6
 
GOVT
iShares U.S. Treasury Bond ETF
998,094
22,941.2
+9.38%
2.760
+0.24%
0.080
-0.61%
+0.87%
27,325.0
 
VUG
Vanguard Growth ETF
57,803
21,434.4
+7.33%
2.580
+0.18%
0.020
+24.44%
+7.95%
152,432.4
 

CUTLER INVESTMENT COUNSEL LLC's Historical Top Holdings Breakdowns

CUTLER INVESTMENT COUNSEL LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2025-03-31
Add
Add
+1.01%
●
58.04 ($62.65) 65.84
$70.79
12.99%
Add 51.97%
387,257
132,440
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.55%
●
69.57 ($74.78) 78.65
$83.57
11.75%
Add 14.84%
466,492
60,290
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.44%
●
102.49 ($112.84) 119.96
$113.08
0.21%
Add 28.43%
157,258
34,813
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-03-31
Add
Add
+0.41%
●
24.73 ($25.23) 25.62
$25.41
0.71%
Add 15.89%
983,955
134,889
EFAV
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.40%
●
69.81 ($74.66) 78.91
$84.09
12.63%
Reduce -31.06%
100,534
-45,295
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.40%
●
251.87 ($268.43) 277.95
$283.63
5.66%
Add 9.46%
149,832
12,954
IGSB
iShares 1-3 Year Credit Bond ETF
2025-03-31
Add
Add
+0.39%
●
51.52 ($51.99) 52.37
$52.48
0.94%
Add 8.79%
767,048
61,978
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
2025-03-31
Reduce
Reduce
-0.24%
●
31.2 ($33.2) 34.9
$39.14
17.89%
Reduce -30.84%
136,003
-60,656
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Add
Add
+0.24%
●
22.25 ($22.67) 23
$22.78
0.49%
Add 9.38%
998,094
85,601
VSS
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
2025-03-31
Add
Add
+0.21%
●
110.75 ($116.23) 119.78
$135.11
16.24%
Add 43.35%
50,995
15,422

CUTLER INVESTMENT COUNSEL LLC Total Holding History ($B)

To

CUTLER INVESTMENT COUNSEL LLC's Asset Allocation

To

CUTLER INVESTMENT COUNSEL LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CUTLER INVESTMENT COUNSEL LLC's Hypothetical Growth since 2025-03-31

CUTLER INVESTMENT COUNSEL LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CUTLER INVESTMENT COUNSEL LLC's Holdings Heat Map

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CUTLER INVESTMENT COUNSEL LLC's Holdings Bubble Chart

CUTLER INVESTMENT COUNSEL LLC News

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