$312 Million is the total value of CMH Wealth Management LLC's 48 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWX | New | ISHARES TRmsci acwi ex us | $10,450,576 | – | 229,683 | +100.0% | 3.35% | – |
| SMMD | New | ISHARES TRrusel 2500 etf | $9,510,360 | – | 178,968 | +100.0% | 3.05% | – |
| XLC | New | SELECT SECTOR SPDR TR | $8,754,192 | – | 182,417 | +100.0% | 2.81% | – |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $4,973,716 | – | 97,086 | +100.0% | 1.60% | – | |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $4,970,593 | – | 38,484 | +100.0% | 1.60% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $4,682,457 | – | 60,411 | +100.0% | 1.50% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $3,631,017 | – | 44,023 | +100.0% | 1.16% | – |
| JNK | New | SPDR SER TRbloomberg high y | $450,000 | – | 5,000 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-12
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.