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Home > Institutional Investor > Cbm Financial, Llc > 13F Holdings

Instuitional Investor - Cbm Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 414,460 $40,343,561 27.41%
2.
Spdr Series Trust
 303,077 $24,473,492 16.62%
3.
Spdr Series Trust
 294,479 $17,433,138 11.84%
4.
Ishares Trust
 IEF 234,672 $16,818,940 11.43%
5.
Spdr Series Trust
 132,335 $13,765,536 9.35%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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