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Cpwm, Llc

Portfolio Manager
Cpwm, Llc
Performance
0% (N/A)
AUM (13F)
$1.06M
# of Holdings
333
Performance Rank
N/A
Allocation (Top 20)
N/A

Cpwm, Llc Holdings Map

Top 50 Cpwm, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PCAR
Paccar Inc
14.22%1.80M$151Kโ€”โ€”โ€”2022-09-30
MSFT
Microsoft Corp
7.42%338.3K$79Kโ€”โ€”โ€”2022-09-30
AAPL
Apple Inc
6.1%468.9K$65Kโ€”โ€”โ€”2022-09-30
AMZN
Amazon.com Inc
3.5%328.7K$37Kโ€”โ€”โ€”2022-09-30
DFAC
DFA US Core Equity II
3.31%1.58M$35Kโ€”โ€”โ€”2022-09-30
SBUX
Starbucks Corp
3.3%416.5K$35Kโ€”โ€”โ€”2022-09-30
VIG
Vanguard Specialized Portfolios Div Appr
2.82%221.5K$30Kโ€”โ€”โ€”2022-09-30
IWF
iShares Russell 1000 Growth Index
2.44%123.1K$26Kโ€”โ€”โ€”2022-09-30
SPY
SPDR S&P 500 Index
2.39%71.1K$25Kโ€”โ€”โ€”2022-09-30
DFUV
DFA Tax-Managed US Marketwide Value II
1.77%633.1K$19Kโ€”โ€”โ€”2022-09-30

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