account_balance

Investment manager · 13F filer · SEC CIK 2055702

CBM Financial, LLC

Reported value$178Mas of Sep 30, 2026
Positions18 2 new, 0 sold out
Top 10 weight95.0%IEFA alone is 25%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IEFA iShares Tr 25.4% Held
SPYM SPDR Series Trust 16.3% Held
SPYV SPDR Series Trust 11.7% Held
IJH iShares Tr 10.0% Held
SPYG SPDR Series Trust 9.3% Held
IVV iShares Tr 7.0% Trimmed −3%
VTEB Vanguard Mun Bd FDS 4.5% New
AGG iShares Tr 4.0% Added +6%
IJR iShares Tr 4.0% Held
VGSH Vanguard Scottsdale FDS 2.7% Added +5%
VT Vanguard Intl Equity Index F 1.4% Added +4%
VUG Vanguard Index FDS 1.1% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • VTEB $7.96M
  • CGNG $330K
arrow_upwardAdded
  • IUSB +10%
  • AGG +6%
  • VGSH +5%
  • VT +4%
arrow_downwardTrimmed
  • VOO −10%
  • IVV −3%
  • VUG −3%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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