Cwm, LLC

CIK Number: 0001535847

28.36B

Market Value

4,731

# 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...	46.67	-0.09%	17.38M	-3.86%	803.25M	48.76	2.83%	Share
2	IVV	iShares Core S&...	672.49	0.00%	1.23M	-31.86%	763.04M	458.94	2.69%	Share
3	SPLG	SPDR Portfolio ...	78.72	-0.01%	9.94M	+17.16%	722.58M	58.56	2.55%	Share
4	QUAL	iShares MSCI US...	196.49	+0.07%	3.39M	+1.93%	619.24M	131.09	2.18%	Share
5	IVW	iShares S&P 500...	121.06	-0.28%	5.24M	-2.47%	577.08M	82.85	2.04%	Share
6	SPDW	SPDR Portfolio ...	43.58	+0.88%	14.18M	+9.36%	574.21M	33.96	2.02%	Share
7	AAPL	Apple Inc.	258.02	+0.35%	2.31M	+0.70%	474.02M	180.15	1.67%	Share
8	NVDA	NVIDIA Corporat...	187.62	-0.67%	2.96M	+1.43%	468.23M	62.03	1.65%	Share
9	MSFT	Microsoft Corpo...	517.35	+0.31%	940.13K	+3.38%	467.63M	341.25	1.65%	Share
10	SPAB	SPDR Portfolio ...	25.83	-0.12%	17.09M	+7.10%	437.44M	25.8	1.54%	Share
11	DYNF	iShares U.S. Eq...	59.21	-0.1%	7.86M	-2.01%	428.14M	44.82	1.51%	Share
12	EFV	iShares MSCI EA...	68.70	+0.94%	6.35M	+37.34%	402.85M	56.56	1.42%	Share
13	IVE	iShares S&P 500...	207.83	+0.39%	1.87M	+3.38%	364.87M	180.08	1.29%	Share
14	BOND	PIMCO Active Bo...	93.17	-0.15%	3.86M	-7.02%	356.11M	95.2	1.26%	Share
15	AMZN	Amazon.com, Inc...	219.51	-1.3%	1.38M	+1.11%	303.48M	157.74	1.07%	Share
16	QQQ	Invesco QQQ Tru...	603.15	-0.43%	524.95K	-0.87%	289.58M	396.98	1.02%	Share
17	SPMO	Invesco S&P 500...	120.08	-0.58%	2.46M	+87.18%	276.45M	102.25	0.97%	Share
18	SPMD	SPDR Portfolio ...	57.65	+0.32%	4.69M	-28.67%	255.31M	48.28	0.90%	Share
19	SPYG	SPDR Portfolio ...	104.81	-0.31%	2.66M	+20.06%	253.65M	72.3	0.89%	Share
20	IEMG	iShares Core MS...	66.93	+0.27%	4.14M	+64.65%	248.52M	55.29	0.88%	Share

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