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Chb Investment Group, Llc

Portfolio Manager
Chb Investment Group, Llc
Performance
+1.22% (2025 Q2)
AUM (13F)
$196.10K
# of Holdings
69
Performance Rank
Allocation (Top 20)
52.19%

Chb Investment Group, Llc Holdings Map

Top 50 Chb Investment Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIV
VANGUARD BD INDEX FDS
6.74%171.0K$13K
-1.17%(-2.02K)
2024-Q3: 163.6K shares2024-Q4: 170.1K shares2025-Q1: 173.0K shares2025-Q2: 171.0K shares
$73.25
2025-06-30
LQD
ISHARES TR
6.41%114.7K$13K
-3.03%(-3.59K)
2024-Q3: 112.7K shares2024-Q4: 117.2K shares2025-Q1: 118.3K shares2025-Q2: 114.7K shares
$105.15
2025-06-30
ANGL
VANECK ETF TRUST
4.44%297.5K$9K
-2.55%(-7.79K)
2024-Q3: 297.3K shares2024-Q4: 303.9K shares2025-Q1: 305.3K shares2025-Q2: 297.5K shares
$27.40
2025-06-30
VCIT
VANGUARD SCOTTSDALE FDS
3.36%79.4K$7K
-1.24%(-999)
2024-Q3: 77.1K shares2024-Q4: 78.9K shares2025-Q1: 80.4K shares2025-Q2: 79.4K shares
$78.28
2025-06-30
NRG
NRG ENERGY INC
2.08%25.5K$4Knew2025-Q2: 25.5K shares
$156.42
2025-06-30
AFL
AFLAC INC
2.01%37.3K$4Knew2025-Q2: 37.3K shares
$104.80
2025-06-30
TMUS
T-MOBILE US INC
2%16.5K$4Knew2025-Q2: 16.5K shares
$241.50
2025-06-30
SYK
STRYKER CORPORATION
1.97%9.7K$4Knew2025-Q2: 9.7K shares
$384.39
2025-06-30
WRB
BERKLEY W R CORP
1.96%52.3K$4K
+3.54%(+1.79K)
2024-Q3: 50.8K shares2024-Q4: 50.4K shares2025-Q1: 50.6K shares2025-Q2: 52.3K shares
$59.05
2025-06-30
BSX
BOSTON SCIENTIFIC CORP
1.96%35.8K$4K
+4.27%(+1.47K)
2024-Q3: 34.6K shares2024-Q4: 34.5K shares2025-Q1: 34.3K shares2025-Q2: 35.8K shares
$88.12
2025-06-30

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