Cwm, LLC

CIK Number: 0001535847

28.36B

Market Value

4,727

# of Holdings

10 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Top Industries:

Filing Date: Jul 25, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	IUSB	iShares Core To...	46.71	+0.13%	17.38M	-3.86%	803.25M	48.76	2.83%	Share
2	IVV	iShares Core S&...	672.48	+0.10%	1.23M	-31.86%	763.04M	458.94	2.69%	Share
3	SPLG	SPDR Portfolio ...	78.72	+0.11%	9.94M	+17.16%	722.58M	58.56	2.55%	Share
4	QUAL	iShares MSCI US...	196.36	+0.27%	3.39M	+1.93%	619.24M	131.09	2.18%	Share
5	IVW	iShares S&P 500...	121.41	+0.15%	5.24M	-2.47%	577.08M	82.85	2.04%	Share
6	SPDW	SPDR Portfolio ...	43.20	+0.17%	14.18M	+9.36%	574.21M	33.96	2.02%	Share
7	AAPL	Apple Inc.	257.13	+0.66%	2.31M	+0.70%	474.02M	180.15	1.67%	Share
8	NVDA	NVIDIA Corporat...	188.89	+0.88%	2.96M	+1.43%	468.23M	62.03	1.65%	Share
9	MSFT	Microsoft Corpo...	515.74	-0.76%	940.13K	+3.38%	467.63M	341.25	1.65%	Share
10	SPAB	SPDR Portfolio ...	25.86	+0.10%	17.09M	+7.10%	437.44M	25.8	1.54%	Share
11	DYNF	iShares U.S. Eq...	59.23	+0.03%	7.86M	-2.01%	428.14M	44.82	1.51%	Share
12	EFV	iShares MSCI EA...	68.06	-0.25%	6.35M	+37.34%	402.85M	56.56	1.42%	Share
13	IVE	iShares S&P 500...	207.09	+0.03%	1.87M	+3.38%	364.87M	180.08	1.29%	Share
14	BOND	PIMCO Active Bo...	93.31	+0.14%	3.86M	-7.02%	356.11M	95.2	1.26%	Share
15	AMZN	Amazon.com, Inc...	222.41	+0.81%	1.38M	+1.11%	303.48M	157.74	1.07%	Share
16	QQQ	Invesco QQQ Tru...	605.72	+0.41%	524.95K	-0.87%	289.58M	396.98	1.02%	Share
17	SPMO	Invesco S&P 500...	120.79	+0.19%	2.46M	+87.18%	276.45M	102.25	0.97%	Share
18	SPMD	SPDR Portfolio ...	57.47	+0.13%	4.69M	-28.67%	255.31M	48.28	0.90%	Share
19	SPYG	SPDR Portfolio ...	105.11	+0.16%	2.66M	+20.06%	253.65M	72.3	0.89%	Share
20	IEMG	iShares Core MS...	66.76	+0.48%	4.14M	+64.65%	248.52M	55.29	0.88%	Share

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