CI

CX Institutional

13F
CX Institutional
Last update 2025-07-16 1213 Stocks (45 new)
Value $2.87 Bil Turnover 22 %
Countries:
Top Holdings: SGOV(5.43%)SHM(2.82%)BIL(2.56%)MGK(2.49%)IUSG(2.41%)
Summary Stock Picks Current Portfolio
CX Institutional Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SGOV
iShares 0-3 Month Treasury Bond ETF
1,545,788
155,650.0
+249.48%
5.430
+3.88%
0.300
+1.07%
+2.39%
51,428.4
 
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF
1,690,403
80,850.0
+629.43%
2.820
+2.43%
2.370
+2.17%
+2.45%
3,415.1
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
801,463
73,520.0
+10,163.32%
2.560
+2.54%
0.180
+1.05%
+2.35%
41,781.1
 
MGK
Vanguard Mega Cap Growth ETF
195,369
71,540.0
+14.43%
2.490
+0.31%
0.280
+22.60%
+10.32%
25,926.4
 
IUSG
ISHARES TRUST
460,475
69,260.0
+13.09%
2.410
+0.28%
0.300
+21.85%
+11.44%
24,011.7
 
IWF
iShares Russell 1000 Growth ETF
157,447
66,850.0
+10.35%
2.330
+0.22%
0.060
+22.04%
+9.33%
114,399.2
 
IVE
iShares S&P 500 Value ETF
328,571
64,210.0
+16.66%
2.240
+0.32%
0.160
+10.63%
+5.94%
40,124.9
 
SCHV
Schwab U.S. Large-Cap Value ETF
2,105,587
58,260.0
+10.28%
2.030
+0.19%
0.460
+11.26%
+9.88%
12,976.3
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
1,163,511
57,610.0
+88.99%
2.010
+0.95%
0.090
0%
+1.44%
66,058.4
 
IVV
iShares Core S&P 500 ETF
91,228
56,640.0
-1.52%
1.970
-0.03%
0.010
+16.61%
+9.13%
643,337.7
 

CX Institutional's Historical Top Holdings Breakdowns

CX Institutional's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-06-30
Add
Add
+3.88%
●
100.35 ($100.53) 100.71
$100.64
0.10%
Add 249.48%
1,545,788
1,103,475
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Reduce
Reduce
-3.74%
●
67.83 ($79.31) 84.09
$85.10
7.30%
Reduce -87.87%
181,014
-1,310,953
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-06-30
Add
Add
+2.54%
●
91.43 ($91.58) 91.74
$91.69
0.12%
Add 10163.32%
801,463
793,654
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF
2025-06-30
Add
Add
+2.43%
●
47.02 ($47.43) 47.83
$47.93
1.05%
Add 629.43%
1,690,403
1,458,661
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-06-30
Reduce
Reduce
-2.18%
●
28.21 ($28.48) 28.85
$28.52
0.12%
Reduce -99.06%
19,207
-2,024,419
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Reduce
Reduce
-1.79%
●
83.97 ($87.25) 92.85
$86.11
-1.31%
Reduce -98.63%
7,261
-521,226
AOA
iShares Core 80/20 Aggressive Allocation ETF
iShares Core 80/20 Aggressive Allocation ETF
2025-06-30
Add
Add
+1.39%
●
69.46 ($78.17) 83.4
$84.47
8.07%
Add 58402.82%
476,798
475,983
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-06-30
Reduce
Reduce
-1.10%
●
32.11 ($36.55) 38.21
$38.34
4.91%
Reduce -95.48%
38,154
-805,102
JAAA
Janus Henderson AAA CLO ETF
2025-06-30
Reduce
Reduce
-1.04%
●
49.79 ($50.49) 50.75
$50.71
0.44%
Reduce -47.32%
606,063
-544,345
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-06-30
Add
Add
+0.95%
●
48.77 ($49.21) 49.55
$49.14
-0.15%
Add 88.99%
1,163,511
547,872

CX Institutional Total Holding History ($B)

To

CX Institutional's Asset Allocation

To

CX Institutional Past Portfolios

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

Top Ranked Articles

  • 1

CX Institutional's Hypothetical Growth since 2025-06-30

CX Institutional's Yearly Returns

Year Portfolio % % Excess Gain %

CX Institutional's Holdings Heat Map

Size field:

CX Institutional's Holdings Bubble Chart

CX Institutional News

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