account_balance
Investment manager · 13F filer · SEC CIK 1737089
CX Institutional
Reported value$3.69Bas of Sep 30, 2026
Positions1,668 187 new, 87 sold out
Top 10 weight25.0%SGOV alone is 5%
FiledOct 22 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares ETFs
5.3%Added +5%
SPTSState Street ETF
3.8%Added +243469%
NVDANVIDIA Corp
3.0%Added +58%
AAPLApple Inc.
2.5%Added +13%
IEFAiShares ETFs
2.4%Added +5%
SPTIState Street ETF
1.7%Added +25%
SUBiShares ETFs
1.7%Added +398%
MSFTMicrosoft Corp
1.7%
VOVanguard ETF
1.6%
IVEiShares ETFs
1.3%+7%
VBVanguard ETF
1.3%Trimmed −3%
RSPAInvesco ETFs
1.2%−10%
SGOViShares ETFs
5.3%Added +5%
SPTSState Street ETF
3.8%Added +243469%
NVDANVIDIA Corp
3.0%Added +58%
AAPLApple Inc.
2.5%+13%
IEFAiShares ETFs
2.4%+5%
SPTIState Street ETF
1.7%
SUBiShares ETFs
1.7%
MSFTMicrosoft Corp
1.7%
VOVanguard ETF
1.6%
IVE1.3%
VB1.3%
RSPA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares ETFs 5.3% Added +5%
SPTS State Street ETF 3.8% Added +243469%
NVDA NVIDIA Corp 3.0% Added +58%AAPL Apple Inc. 2.5% Added +13%IEFA iShares ETFs 2.4% Added +5%
SPTI State Street ETF 1.7% Added +25%
SUB iShares ETFs 1.7% Added +398%
MSFT Microsoft Corp 1.7% HeldVO Vanguard ETF 1.6% Held
IVE iShares ETFs 1.3% Added +7%
VB Vanguard ETF 1.3% Trimmed −3%
RSPA Invesco ETFs 1.2% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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