| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 25 | Q2 2024 | 4.4% |
| VANGUARD MID CAP ETF | 25 | Q2 2024 | 3.9% |
| Vanguard Large-Cap Index Fund ETF | 25 | Q2 2024 | 4.5% |
| State Street ETF/USA | 25 | Q2 2024 | 3.9% |
| VANGUARD SMALL CP ETF | 25 | Q2 2024 | 1.9% |
| State Street ETF/USA | 25 | Q2 2024 | 3.7% |
| ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | 25 | Q2 2024 | 3.5% |
| ISHARES TRUST NATIONAL MUN ETF | 25 | Q2 2024 | 2.7% |
| State Street ETF/USA | 25 | Q2 2024 | 1.9% |
| ISHARES TRUST 1 3 YR TREAS BD ETF | 25 | Q2 2024 | 2.5% |
View CX Institutional's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| N-PX | 2024-07-01 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-02 |
View CX Institutional'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.