Top 50 Ccm Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IDEV | ISHARES TR | 10.54% | 1.44M | $99.7M | new | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.27% | 1.90M | $97.2M | new | — | 2025-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 9.32% | 1.01M | $88.1M | new | — | 2025-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.06% | 1.26M | $57.3M | new | — | 2025-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 5.44% | 1.20M | $51.4M | new | — | 2025-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.33% | 715.2K | $50.4M | new | — | 2025-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 3.99% | 796.3K | $37.8M | new | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.28% | 98.8K | $21.5M | new | — | 2025-03-31 | |
| XOM | EXXON MOBIL CORP | 1.01% | 81.2K | $9.6M | new | — | 2025-03-31 | |
| JNJ | JOHNSON & JOHNSON | 0.88% | 50.9K | $8.3M | new | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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