$191 Million is the total value of CMH Wealth Management LLC's 57 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $10,885,000 | – | 130,735 | +100.0% | 5.70% | – |
| New | SELECT SECTOR SPDR TRsbi materials | $3,362,000 | – | 57,453 | +100.0% | 1.76% | – | |
| CMI | New | CUMMINS INC | $1,879,000 | – | 12,695 | +100.0% | 0.98% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $1,755,000 | – | 22,745 | +100.0% | 0.92% | – |
| SLB | New | SCHLUMBERGER LTD | $1,703,000 | – | 27,645 | +100.0% | 0.89% | – |
| MUB | New | ISHARES TRnational mun etf | $249,000 | – | 2,310 | +100.0% | 0.13% | – |
| HD | New | HOME DEPOT INC | $208,000 | – | 1,000 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 28 | Q3 2023 | 7.7% |
| APPLE INC | 28 | Q3 2023 | 7.5% |
| ALPHABET INC | 28 | Q3 2023 | 6.7% |
| VANGUARD WORLD FDS | 28 | Q3 2023 | 5.3% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.8% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.2% |
| SALESFORCE INC | 28 | Q3 2023 | 2.7% |
| BLACKROCK INC | 28 | Q3 2023 | 1.8% |
| VISA INC | 28 | Q3 2023 | 2.1% |
| LILLY ELI & CO | 28 | Q3 2023 | 3.1% |
View CMH Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-18 |
View CMH Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.