Instuitional Investor - Cdm Financial Counseling Services, Inc.

Fund Profile
Filing Period:
Fund Name: Cdm Financial Counseling Services, Inc.
Portfolio Value $104,507,154
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 19,176 $12,470,980 11.93%
2. XLB 66,464 $8,832,847 8.45%
3.
Vanguard Index Fds
18,753 $6,229,356 5.96%
4.
Vanguard Specialized Funds - DIV APP ETF
25,326 $5,446,686 5.21%
5. XLB 35,994 $3,990,403 3.82%