$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGSB | Exit | ISHARES TR1 3 yr cr bd etf | $0 | – | -9,500 | -100.0% | -0.56% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -56,010 | -100.0% | -0.63% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -12,295 | -100.0% | -0.67% | – |
| TMUS | Exit | T MOBILE US INC | $0 | – | -23,147 | -100.0% | -0.79% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -31,330 | -100.0% | -0.80% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -51,863 | -100.0% | -1.71% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -203,761 | -100.0% | -9.08% | – |
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.