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C M Bidwell & Associates Ltd

Portfolio Manager
C M Bidwell & Associates LTD
Performance
-1.56% (2026 Q1)
AUM (13F)
$214.14M
# of Holdings
483
Performance Rank
Allocation (Top 20)
62.14%

C M Bidwell & Associates Ltd Holdings Map

Top 50 C M Bidwell & Associates Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
Vanguard S&P 500 ETF
11.87%42.5K$25.4M
-0.02%(-9)
2025-Q1: 11.7K shares2025-Q2: 11.4K shares2025-Q3: 43.3K shares2025-Q4: 42.5K shares2026-Q1: 42.5K shares
$515.23(+31.87%)
2026-03-31
BSV
Vanguard ST Bond ETF
6.39%174.4K$13.7M
+7.37%(+11.97K)
2025-Q1: 159.1K shares2025-Q2: 157.3K shares2025-Q3: 160.2K shares2025-Q4: 162.4K shares2026-Q1: 174.4K shares
$77.66(+0.16%)
2026-03-31
SCHO
Schwab ST Treas ETF
4.15%365.8K$8.9M
+22.49%(+67.16K)
2025-Q1: 132.0K shares2025-Q2: 225.2K shares2025-Q3: 268.8K shares2025-Q4: 298.6K shares2026-Q1: 365.8K shares
$24.36(-0.94%)
2026-03-31
VTIP
Vanguard ST TIPS ETF
4.09%175.4K$8.8M
+8.01%(+13.01K)
2025-Q1: 102.2K shares2025-Q2: 119.4K shares2025-Q3: 152.3K shares2025-Q4: 162.4K shares2026-Q1: 175.4K shares
$49.94(+0.89%)
2026-03-31
VTI
Vanguard Ttl Mkt ETF
3.9%26.0K$8.3M
+2.84%(+718)
2025-Q1: 24.9K shares2025-Q2: 25.3K shares2025-Q3: 25.2K shares2025-Q4: 25.3K shares2026-Q1: 26.0K shares
$169.27(+114.30%)
2026-03-31
IWM
iShares Russell 2000 ETF
3.78%32.6K$8.1M
+0.00%(+0)
2025-Q1: 33.4K shares2025-Q2: 33.6K shares2025-Q3: 32.5K shares2025-Q4: 32.6K shares2026-Q1: 32.6K shares
$198.59(+39.79%)
2026-03-31
GVI
iShares Int Gov/Cr Bd ETF
3.5%70.2K$7.5M
+0.66%(+462)
2025-Q1: 58.0K shares2025-Q2: 58.3K shares2025-Q3: 67.0K shares2025-Q4: 69.7K shares2026-Q1: 70.2K shares
$111.36(-5.13%)
2026-03-31
IVV
iShares S&P 500 ETF
3.15%10.3K$6.7M
+0.00%(+0)
2025-Q1: 437 shares2025-Q2: 10.7K shares2025-Q3: 10.3K shares2025-Q4: 10.3K shares2026-Q1: 10.3K shares
$589.50(+25.95%)
2026-03-31
VEA
Vanguard Dev Mkts ETF
2.3%76.9K$4.9M
+6.45%(+4.66K)
2025-Q1: 73.0K shares2025-Q2: 73.2K shares2025-Q3: 72.8K shares2025-Q4: 72.3K shares2026-Q1: 76.9K shares
$45.27(+52.60%)
2026-03-31
ISTB
iShares Core 1-5 Year USD Bond
2.28%100.6K$4.9M
+0.96%(+955)
2025-Q1: 96.9K shares2025-Q2: 97.8K shares2025-Q3: 98.7K shares2025-Q4: 99.7K shares2026-Q1: 100.6K shares
$50.61(-4.89%)
2026-03-31

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