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The Analysis of CBM Financial, LLC's Holdings & P&L

Currently, CBM Financial, LLC holds 16 types of securities in its portfolio with a total value $160.2M. In the most recent quarter, they have increased their positions in IEFA (+33.9K shares, valued at $3.3M), VUG (+21.2K shares, valued at $1.8M), SPYV (+24.3K shares, valued at $1.4M); decreased their positions in AMD (-847 shares, valued at $232.9K).

1M P&L

+377.9K+0.22%

3M P&L

+4.4M+2.61%

HY P&L

-53.5M-23.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A158.0M

98.7%

2Consumer Electronics1.2M

0.8%

3Software - Infrastructure452.0K

0.3%

Top Industries by Stock Count

1N/A12 stocks

80.0%

2Semiconductors1 stocks

6.7%

3Consumer Electronics1 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR448.3K shares8.17%2026-03-312026-05-12

SPYM SPDR SERIES TRUST317.5K shares4.76%2026-03-312026-05-12

SPYV SPDR SERIES TRUST318.7K shares8.24%2026-03-312026-05-12

IJH ISHARES TR244.6K shares4.25%2026-03-312026-05-12

SPYG SPDR SERIES TRUST142.6K shares7.73%2026-03-312026-05-12

IVV ISHARES TR17.3K shares12.80%2026-03-312026-05-12

IJR ISHARES TR50.8K shares6.80%2026-03-312026-05-12

AGG ISHARES TR67.7K shares3.57%2026-03-312026-05-12

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VGSH VANGUARD SCOTTSDALE FDS76.5K shares3.63%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F16.1K shares5.84%2026-03-312026-05-12

VUG VANGUARD INDEX FDS25.6K shares488.20%2026-03-312026-05-12

AAPL APPLE INC4.5K shares21.84%2026-03-312026-05-12

ORCL ORACLE CORP2.5K shares0.00%2026-03-312026-05-12

IUSB ISHARES TR8.2K shares8.42%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC1.3K shares-39.27%2026-03-312026-05-12

ALPHABET INC ALPHABET INC670 shares0.00%2026-03-312026-05-12

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IEFA

ISHARES TR

8.17%

Shares448.3K

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

4.76%

Shares317.5K

Event2026-03-31

Filed2026-05-12

SPYV

SPDR SERIES TRUST

8.24%

Shares318.7K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

4.25%

Shares244.6K

Event2026-03-31

Filed2026-05-12

SPYG

SPDR SERIES TRUST

7.73%

Shares142.6K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

12.80%

Shares17.3K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

6.80%

Shares50.8K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

3.57%

Shares67.7K

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

3.63%

Shares76.5K

Event2026-03-31

Filed2026-05-12

VANGUARD INTL EQUITY INDEX F

5.84%

Shares16.1K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

488.20%

Shares25.6K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

21.84%

Shares4.5K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

IUSB

ISHARES TR

8.42%

Shares8.2K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

-39.27%

Shares1.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.00%

Shares670

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available