Top 50 Cpwm, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PCAR | Paccar Inc | 14.22% | 1.80M | $151K | โ | โ | โ | 2022-09-30 |
| MSFT | Microsoft Corp | 7.42% | 338.3K | $79K | โ | โ | โ | 2022-09-30 |
| AAPL | Apple Inc | 6.1% | 468.9K | $65K | โ | โ | โ | 2022-09-30 |
| AMZN | Amazon.com Inc | 3.5% | 328.7K | $37K | โ | โ | โ | 2022-09-30 |
| DFAC | DFA US Core Equity II | 3.31% | 1.58M | $35K | โ | โ | โ | 2022-09-30 |
| SBUX | Starbucks Corp | 3.3% | 416.5K | $35K | โ | โ | โ | 2022-09-30 |
| VIG | Vanguard Specialized Portfolios Div Appr | 2.82% | 221.5K | $30K | โ | โ | โ | 2022-09-30 |
| IWF | iShares Russell 1000 Growth Index | 2.44% | 123.1K | $26K | โ | โ | โ | 2022-09-30 |
| SPY | SPDR S&P 500 Index | 2.39% | 71.1K | $25K | โ | โ | โ | 2022-09-30 |
| DFUV | DFA Tax-Managed US Marketwide Value II | 1.77% | 633.1K | $19K | โ | โ | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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