Instuitional Investor - Cdm Financial Counseling Services, Inc.

Fund Profile
Filing Period:
Fund Name: Cdm Financial Counseling Services, Inc.
Portfolio Value $116,052,464
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 18,592 $13,883,853 11.96%
2. XLE 64,098 $12,211,997 10.52%
3.
Vanguard Index Fds
19,733 $7,302,035 6.29%
4.
Vanguard Specialized Funds - DIV APP ETF
25,926 $6,134,323 5.29%
5.
Vanguard World Fd
47,114 $4,141,657 3.57%