Curbstone Financial Management Corp Holdings & Portfolio - 13F Filings Analysis - Stocknear

Curbstone Financial Management Corp

CIK Number: 0001608057

520.14B
Market Value
196
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 29, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 FLRN SPDR Bloomberg ...
30.77
+0.02% 1.12M -0.62% 34.47M 30.67 7.07% Share
2 MDY SPDR S&P MIDCAP...
594.92
+0.09% 30.81K +3.35% 17.45M 324.98 3.58% Share
3 SCHF Schwab Internat...
23.50
+0.71% 784.88K -1.79% 17.35M 16.94 3.56% Share
4 VOO Vanguard S&P 50...
611.45
+0.44% 28.42K 0.00% 16.14M 268.33 3.31% Share
5 VCSH Vanguard Short-...
79.96
+0.01% 200.12K -3.38% 15.91M 82.67 3.26% Share
6 SCHG Schwab U.S. Lar...
31.92
+0.47% 526.9K -1.05% 15.39M 9 3.16% Share
7 SCHM Schwab U.S. Mid...
29.80
+0.20% 493.79K -4.67% 13.85M 17.6 2.84% Share
8 AAPL Apple Inc.
249.34
+0.63% 63.08K -2.72% 12.94M 38.78 2.66% Share
9 SCHD Schwab U.S. Div...
26.80
-0.28% 444.14K -0.11% 11.77M 23.73 2.41% Share
10 MSFT Microsoft Corpo...
513.43
-0.03% 22.49K -0.75% 11.19M 96.43 2.30% Share
11 SCHA Schwab U.S. Sma...
28.38
+0.85% 317.29K -8.15% 8.03M 17.47 1.65% Share
12 VCIT Vanguard Interm...
84.38
+0.06% 96.48K -4.89% 8M 86.52 1.64% Share
13 AMZN Amazon.com, Inc...
215.57
-0.38% 36.14K -0.08% 7.93M 57.91 1.63% Share
14 SCHB Schwab U.S. Bro...
25.70
+0.49% 325.63K -0.99% 7.76M 10.67 1.59% Share
15 RSP Invesco S&P 500...
188.89
+0.22% 38.23K -1.35% 6.95M 114.92 1.43% Share
16 GOOG Alphabet Inc.
251.71
+2.24% 38.73K -0.69% 6.87M 48.78 1.41% Share
17 SCHX Schwab U.S. Lar...
26.34
+0.42% 272.68K -1.15% 6.66M 17.67 1.37% Share
18 MCI Barings Corpora...
20.07
+0.60% 297.73K -3.66% 6.45M 15.69 1.32% Share
19 JPM JPMorgan Chase ...
305.85
+1.25% 22.12K +1.85% 6.41M 103.13 1.32% Share
20 TIP iShares TIPS Bo...
111.62
-0.04% 52.5K +1.06% 5.78M 112.9 1.19% Share
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