CF

CBM Financial, LLC

13F
CBM Financial, LLC
Last update 2025-05-21 13 Stocks (0 new)
Value $123.00 Mil Turnover 0 %
Countries:
Top Holdings: IVV(26.11%)IEFA(23.62%)IJH(12.15%)SPYV(10.59%)SPYG(10.19%)
Summary Stock Picks Current Portfolio
CBM Financial, 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
IVV
iShares Core S&P 500 ETF
54,129
32,108.0
0%
26.110
0%
0.010
+23.19%
+5.97%
619,462.7
 
IEFA
iShares Core MSCI EAFE ETF
359,171
29,056.9
0%
23.620
0%
0.020
+21.56%
+17.58%
141,458.3
 
IJH
iShares Core S&P Mid-Cap ETF
244,315
14,942.3
0%
12.150
0%
0.020
+20.75%
+1.35%
96,551.0
 
SPYV
SPDR Portfolio S&P 500 Value ETF
255,334
13,027.1
0%
10.590
0%
0.050
+15.15%
+3.30%
26,967.4
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
140,074
12,531.0
0%
10.190
0%
0.040
+30.90%
+8.48%
37,803.4
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
60,957
5,949.4
0%
4.840
0%
0.000
-0.08%
+1.26%
127,801.9
 
IJR
iShares Core S&P Small-Cap ETF
44,554
4,796.7
0%
3.900
0%
0.010
+19.10%
-3.52%
80,180.9
 
SHY
iShares 1-3 Year Treasury Bond ETF
47,815
3,940.9
0%
3.200
0%
0.020
-0.36%
+0.50%
23,959.3
 
VT
Vanguard Total World Stock ETF
20,375
2,506.5
0%
2.040
0%
0.010
+23.15%
+9.47%
45,306.5
 
VUG
Vanguard Growth ETF
5,549
2,292.2
0%
1.860
0%
0.000
+31.19%
+6.89%
163,393.2
 

CBM Financial, LLC's Historical Top Holdings Breakdowns

CBM Financial, LLC Total Holding History ($B)

To

CBM Financial, LLC's Asset Allocation

To

CBM Financial, LLC Past Portfolios

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

Top Ranked Articles

  • 1

CBM Financial, LLC's Hypothetical Growth since 2025-03-31

CBM Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CBM Financial, LLC's Holdings Heat Map

Size field:

CBM Financial, LLC's Holdings Bubble Chart

CBM Financial, LLC News

  • 1

Discussions on CBM Financial, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.