CI

CX Institutional

13F
CX Institutional
Last update 2025-04-15 1202 Stocks (672 new)
Value $2.65 Bil Turnover 17 %
Countries:
Top Holdings: IEFA(4.26%)SPTI(2.20%)JAAA(2.20%)VO(2.19%)IVE(2.03%)
Summary Stock Picks Current Portfolio
CX Institutional 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
IEFA 		iShares Core MSCI EAFE ETF
1,491,967
112,870.0
-22.34%
4.260
-1.20%
0.090
+8.58%
+13.67%
135,054.7
 
SPTI 		SPDR Portfolio Intermediate Term Treasury ETF
2,043,626
58,410.0
-6.55%
2.200
-0.16%
0.610
+2.87%
+3.54%
8,592.8
 
JAAA 		Janus Henderson AAA CLO ETF
1,150,408
58,340.0
+6.16%
2.200
+0.13%
0.270
+0.59%
+1.25%
19,927.4
 
VO 		Vanguard Mid-Cap ETF
224,464
58,050.0
+13.88%
2.190
+0.27%
0.070
-4.97%
-0.84%
77,559.1
 
IVE 		iShares S&P 500 Value ETF
281,643
53,680.0
+21.21%
2.030
+0.36%
0.140
-4.90%
-2.26%
36,979.4
 
MGK 		Vanguard Mega Cap Growth ETF
170,735
52,740.0
+3.11%
1.990
+0.06%
0.210
-6.59%
-5.29%
25,774.6
 
IVV 		iShares Core S&P 500 ETF
92,636
52,050.0
-0.41%
1.960
-0.01%
0.010
-5.55%
-2.98%
574,809.5
 
IUSG 		ISHARES TRUST
407,174
51,740.0
+38.37%
1.950
+0.54%
0.260
-6.45%
-4.00%
20,779.4
 
IWF 		iShares Russell 1000 Growth ETF
142,684
51,520.0
+39.64%
1.940
+0.55%
0.050
-7.81%
-6.04%
100,470.6
 
SCHV 		Schwab U.S. Large-Cap Value ETF
1,909,279
50,750.0
+3.59%
1.920
+0.07%
0.420
-2.88%
+0.99%
11,919.1
 

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
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Reduce
-1.20%
●
69.57 ($74.78) 78.65
$79.89
6.83%
Reduce -22.34%
1,491,967
-429,264
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Reduce
-1.12%
●
100.34 ($100.51) 100.68
$100.40
-0.11%
Reduce -38.79%
442,313
-280,352
NFRA 		FlexShares STOXX Global Broad Infrastructure Index Fund2025-03-31Add
+0.61%
●
53.37 ($56.16) 57.8
$59.70
6.30%
Add 465.19%
340,883
280,570
BRK.B 		Berkshire Hathaway Inc2025-03-31Sold Out
-0.60%
●
442.66 ($486.15) 534.52
$539.80
11.04%
Sold Out
0
-33,541
IWF 		iShares Russell 1000 Growth ETF2025-03-31Add
+0.55%
●
360.07 ($394.62) 417.26
$376.93
-4.48%
Add 39.64%
142,684
40,504
IUSG 		ISHARES TRUST2025-03-31Add
+0.54%
●
126.86 ($138.28) 146.45
$133.59
-3.39%
Add 38.37%
407,174
112,903
HEFA 		iShares Currency Hedged MSCI EAFE ETF2025-03-31Reduce
-0.54%
●
34.83 ($36.45) 37.46
$36.80
0.96%
Reduce -31.65%
843,256
-390,432
SCHW 		Charles Schwab Corp2025-03-31Add
+0.50%
●
71.24 ($78.48) 83.64
$83.11
5.90%
Add 1845.72%
180,913
171,615
PAVE 		Global X U.S. Infrastructure Development ETF2025-03-31Add
+0.48%
●
37.31 ($40.53) 43.82
$39.66
-2.15%
Add 265.53%
461,893
335,530
CIBR 		First Trust NASDAQ CEA Cybersecurity ETF2025-03-31Reduce
-0.48%
●
62.72 ($66.38) 71.92
$67.68
1.96%
Reduce -69.94%
80,545
-187,382

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 2025-03-31

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

  • 1

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