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Disclosed positions
CW Advisors, LLC: source evidence dated 2025-08-14T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $395,510,661
- Reported amount
- 1,301,321
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-25-001083Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $395,510,661 | 1,301,321 | SH | None |
| APPLE INC | AAPL | COM | $394,343,895 | 1,922,034 | SH | None |
| MICROSOFT CORP | MSFT | COM | $244,026,212 | 490,591 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $201,585,128 | 1,275,965 | SH | None |
| SELECT SECTOR SPDR TR | XLF | FINANCIAL | $150,802,861 | 2,879,565 | SH | None |
| META PLATFORMS INC | META | CL A | $130,467,439 | 176,762 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $130,108,752 | 715,904 | SH | None |
| JANUS DETROIT STR TR | JSI | HENDERSON SECURI | $120,027,863 | 2,281,029 | SH | None |
| JANUS DETROIT STR TR | JMBS | HENDERSON MTG | $118,557,150 | 2,631,676 | SH | None |
| SELECT SECTOR SPDR TR | XLC | COMMUNICATION | $110,687,489 | 1,019,877 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $108,109,599 | 190,320 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $90,443,993 | 1,319,578 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $90,425,899 | 186,148 | SH | None |
| BROADCOM INC | AVGO | COM | $84,336,099 | 305,952 | SH | None |
| VISA INC | V | COM CL A | $82,199,041 | 231,511 | SH | None |
| COCA COLA CO | KO | COM | $82,024,968 | 1,159,362 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $76,454,016 | 263,716 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $74,938,827 | 425,231 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $72,459,662 | 984,103 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $72,280,437 | 918,429 | SH | None |
| SELECT SECTOR SPDR TR | XLV | SBI HEALTHCARE | $72,167,663 | 535,405 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $70,826,920 | 346,053 | SH | None |
| PROFESIONALLY MANAGED PORTFO | CAFX | CONGRESS INTERME | $67,722,353 | 2,715,409 | SH | None |
| SPDR SERIES TRUST | SPTL | PORTFOLIO LN TSR | $66,760,713 | 2,511,689 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $62,074,470 | 947,412 | SH | None |
| GLOBAL X FDS | PAVE | US INFR DEV ETF | $61,061,324 | 1,401,130 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $60,113,464 | 969,258 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $59,610,741 | 336,042 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $58,917,599 | 441,958 | SH | None |
| ANGEL OAK FUNDS TRUST | MBS | MORTGAGE BACKED | $58,601,148 | 6,786,466 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $57,989,151 | 132,273 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $57,770,746 | 836,166 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $55,947,279 | 90,549 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $54,793,108 | 316,228 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $52,667,790 | 589,190 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $51,220,350 | 469,420 | SH | None |
| SELECT SECTOR SPDR TR | XLP | SBI CONS STPLS | $51,130,052 | 631,465 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $50,909,057 | 465,815 | SH | None |
| INVESCO EXCH TRADED FD TR II | KBWB | KBW BK ETF | $49,615,541 | 692,760 | SH | None |
| HOME DEPOT INC | HD | COM | $49,520,054 | 135,063 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $48,515,149 | 274,500 | SH | None |
| EATON CORP PLC | ETN | SHS | $45,667,256 | 127,921 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ENERGY | $45,134,561 | 532,183 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $45,082,687 | 190,237 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $44,792,384 | 891,034 | SH | None |
| SELECT SECTOR SPDR TR | XLU | SBI INT-UTILS | $44,136,536 | 540,490 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $43,372,506 | 402,340 | SH | None |
| FIRST TR EXCH TRD ALPHDX FD | FJP | JAPAN ALPHADEX | $43,196,871 | 723,322 | SH | None |
| CINTAS CORP | CTAS | COM | $42,210,590 | 189,394 | SH | None |
| TJX COS INC NEW | TJX | COM | $41,337,887 | 334,787 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 6 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.