StockDriftsStockDriftsTop 16 CBM Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 27.15% | 448.3K | $43.5M | +8.17%(+33.86K) | $76.15(+27.26%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 16.53% | 317.5K | $26.5M | +4.76%(+14.41K) | $79.24(+11.12%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 11.78% | 318.7K | $18.9M | +8.24%(+24.26K) | $52.14(+15.67%) | 2026-03-31 | |
| IJH | ISHARES TR | 11.2% | 244.6K | $17.9M | +4.25%(+9.97K) | $60.59(+21.20%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 9.84% | 142.6K | $15.8M | +7.73%(+10.23K) | $85.44(+40.78%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.7% | 17.3K | $12.3M | +12.80%(+1.97K) | $585.93(+28.27%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.32% | 50.8K | $6.9M | +6.80%(+3.24K) | $111.25(+22.37%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.22% | 67.7K | $6.8M | +3.57%(+2.33K) | $98.11(+0.54%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.8% | 76.5K | $4.5M | +3.63%(+2.68K) | $58.78(-0.91%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.51% | 16.1K | $2.4M | +5.84%(+886) | $117.98(+32.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.00% | +0.00% |
| Top 20 Holdings Unweighted | +0.00% | +0.00% |
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