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Curbstone Financial Management Corp

Portfolio Manager
Curbstone Financial Management Corp
Performance
-2.30% (2026 Q1)
AUM (13F)
$522.64M
# of Holdings
202
Performance Rank
Allocation (Top 20)
34.87%

Curbstone Financial Management Corp Holdings Map

Top 50 Curbstone Financial Management Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHF
Schwab International Equity ET
3.89%821.2K$20.3M
+0.85%(+6.96K)
2025-Q1: 799.2K shares2025-Q2: 784.9K shares2025-Q3: 788.5K shares2025-Q4: 814.2K shares2026-Q1: 821.2K shares
$16.99(+56.90%)
2026-03-31
SCHM
Schwab US Mid Cap ETF (SCHM)
3.05%515.3K$16.0M
+3.49%(+17.37K)
2025-Q1: 518.0K shares2025-Q2: 493.8K shares2025-Q3: 486.6K shares2025-Q4: 497.9K shares2026-Q1: 515.3K shares
$18.07(+90.58%)
2026-03-31
VOO
Vanguard S&P 500 ETF (VOO)
2.97%26.0K$15.5M
-1.81%(-480)
2025-Q1: 28.4K shares2025-Q2: 28.4K shares2025-Q3: 28.4K shares2025-Q4: 26.5K shares2026-Q1: 26.0K shares
$264.48(+151.55%)
2026-03-31
SCHD
Schwab US Dividend Equity ETF
2.97%505.8K$15.5M
+3.19%(+15.62K)
2025-Q1: 444.6K shares2025-Q2: 444.1K shares2025-Q3: 454.2K shares2025-Q4: 490.2K shares2026-Q1: 505.8K shares
$24.83(+27.64%)
2026-03-31
AAPL
Apple Inc (AAPL)
2.93%60.4K$15.3M
-2.67%(-1.66K)
2025-Q1: 64.8K shares2025-Q2: 63.1K shares2025-Q3: 62.6K shares2025-Q4: 62.1K shares2026-Q1: 60.4K shares
$40.13(+608.22%)
2026-03-31
SCHG
Schwab US Large Cap Growth ETF
2.86%512.3K$14.9M
+1.18%(+5.99K)
2025-Q1: 532.5K shares2025-Q2: 526.9K shares2025-Q3: 516.9K shares2025-Q4: 506.3K shares2026-Q1: 512.3K shares
$9.19(+261.33%)
2026-03-31
SCHA
Schwab US Small Cap ETF (SCHA)
1.82%327.5K$9.5M
+1.63%(+5.27K)
2025-Q1: 345.4K shares2025-Q2: 317.3K shares2025-Q3: 316.5K shares2025-Q4: 322.2K shares2026-Q1: 327.5K shares
$17.59(+88.41%)
2026-03-31
MSFT
Microsoft Corp (MSFT)
1.57%22.1K$8.2M
+1.16%(+254)
2025-Q1: 22.7K shares2025-Q2: 22.5K shares2025-Q3: 22.5K shares2025-Q4: 21.9K shares2026-Q1: 22.1K shares
$97.62(+321.41%)
2026-03-31
SCHB
Schwab US Broad Mkt ETF (SCHB)
1.45%302.5K$7.6M
-0.27%(-830)
2025-Q1: 328.9K shares2025-Q2: 325.6K shares2025-Q3: 308.2K shares2025-Q4: 303.4K shares2026-Q1: 302.5K shares
$10.57(+164.38%)
2026-03-31
AMZN
Amazon Inc (AMZN)
1.39%34.8K$7.2M
-0.52%(-182)
2025-Q1: 36.2K shares2025-Q2: 36.1K shares2025-Q3: 35.6K shares2025-Q4: 35.0K shares2026-Q1: 34.8K shares
$58.05(+371.23%)
2026-03-31

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