SEC Form 13F

CBM Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$168,070,484
Positions16

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIEFACORE MSCI EAFE$44,791,282465,364
SPDR SERIES TRUSTSPYMST STR P500ETF$28,148,275321,768
SPDR SERIES TRUSTSPYVST STR P500VAL$20,056,683323,913
ISHARES TRIJHCORE S&P MCP ETF$18,435,944244,055
SPDR SERIES TRUSTSPYGST STR P500GRW$16,409,835141,160
ISHARES TRIVVCORE S&P500 ETF$12,585,92416,855
ISHARES TRIJRCORE S&P SCP ETF$7,498,28451,351
ISHARES TRAGGCORE US AGGBD ET$6,954,53870,820
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$4,653,22380,049
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$2,437,87715,751

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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