Cx Institutional Holdings & Portfolio - 13F Filings Analysis - Stocknear

Cx Institutional

CIK Number: 0001737089

2.87B
Market Value
1,181
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 16, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SGOV iShares 0-3 Mon...
100.39
+0.01% 1.55M +249.48% 155.65M 100.64 5.43% Share
2 SHM SPDR Nuveen Blo...
48.09
-0.11% 1.69M +629.43% 80.85M 47.73 2.82% Share
3 BIL SPDR Bloomberg ...
91.46
+0.01% 801.46K +10.16K% 73.52M 91.73 2.56% Share
4 MGK Vanguard Mega C...
405.20
+0.17% 195.37K +14.43% 71.54M 282.67 2.49% Share
5 IUSG iShares Core S&...
165.50
+0.13% 460.48K +13.09% 69.25M 115.94 2.41% Share
6 IWF iShares Russell...
471.80
+0.13% 157.45K +10.35% 66.85M 327.55 2.33% Share
7 IVE iShares S&P 500...
207.09
+0.03% 328.57K +16.66% 64.21M 169.73 2.24% Share
8 SCHV Schwab U.S. Lar...
29.15
-0.07% 2.11M +10.28% 58.26M 24.43 2.03% Share
9 BNDX Vanguard Total ...
49.41
+0.06% 1.16M +88.99% 57.6M 50.21 2.01% Share
10 IVV iShares Core S&...
672.48
+0.10% 91.23K -1.52% 56.64M 309.56 1.98% Share
11 VO Vanguard Mid Ca...
294.52
+0.36% 198.42K -11.6% 55.52M 200.13 1.94% Share
12 IWD iShares Russell...
204.03
+0.08% 262.02K +16.36% 50.89M 168.69 1.77% Share
13 SPMB SPDR Portfolio ...
22.45
+0.09% 2.24M +22.67% 49.41M 22.24 1.72% Share
14 VB Vanguard Small ...
256.58
+0.64% 207.19K -8.41% 49.1M 199.02 1.71% Share
15 SPBO SPDR Portfolio ...
29.64
+0.12% 1.68M +0.32% 49.05M 29.19 1.71% Share
16 MSFT Microsoft Corpo...
515.74
-0.76% 92.38K +9.75% 45.95M 286.76 1.60% Share
17 NVDA NVIDIA Corporat...
188.89
+0.88% 273.75K +11.41% 43.25M 89.47 1.51% Share
18 AAPL Apple Inc.
257.13
+0.66% 208.22K +9.60% 42.72M 168.17 1.49% Share
19 AOA iShares Core Ag...
88.40
-0.05% 476.8K +58.4K% 39.77M 83.37 1.39% Share
20 SPYG SPDR Portfolio ...
105.11
+0.16% 345.79K +22.26% 32.96M 73.36 1.15% Share
Page 1 of 60