CIK 1737089
CX Institutional
Institutional 13F holdings & portfolio
Holdings
1,517
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,517
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SGOV | iShares ETFs/USA | 1.3M | $1M+ | SH |
| IEFA | iShares ETFs/USA | 1.0M | $1M+ | SH |
| SPTI | State Street ETF/USA | 2.8M | $1M+ | SH |
| VO | Vanguard ETF/USA | 253K | $1M+ | SH |
| IVE | iShares ETFs/USA | 312K | $1M+ | SH |
| BNDX | Vanguard ETF/USA | 1.3M | $1M+ | SH |
| AAPL | APPLE INC | 236K | $1M+ | SH |
| IVV | iShares ETFs/USA | 92K | $1M+ | SH |
| VB | Vanguard ETF/USA | 234K | $1M+ | SH |
| SPMB | State Street ETF/USA | 2.7M | $1M+ | SH |
| MGK | Vanguard ETF/USA | 144K | $1M+ | SH |
| SPBO | State Street ETF/USA | 2.0M | $1M+ | SH |
| IWF | iShares ETFs/USA | 122K | $1M+ | SH |
| IUSG | iShares ETFs/USA | 344K | $1M+ | SH |
| NVDA | NVIDIA CORP | 301K | $1M+ | SH |
| SCHV | Schwab Strategic Trust | 1.8M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 109K | $1M+ | SH |
| SHM | State Street ETF/USA | 1.1M | $1M+ | SH |
| IWD | iShares ETFs/USA | 236K | $1M+ | SH |
| RSPA | Invesco ETFs/USA | 969K | $1M+ | SH |
| ITM | VanEck ETFs/USA | 935K | $1M+ | SH |
| GOOGL | ALPHABET INC-A | 131K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 162K | $1M+ | SH |
| SHY | iShares ETFs/USA | 402K | $1M+ | SH |
| JAAA | Janus Detroit Street Trust | 650K | $1M+ | SH |
| LLY | ELI LILLY & CO | 29K | $1M+ | SH |
| SPYG | State Street ETF/USA | 275K | $1M+ | SH |
| VTEB | Vanguard ETF/USA | 564K | $1M+ | SH |
| TSLA | TESLA INC | 58K | $1M+ | SH |
| AVGO | BROADCOM INC | 75K | $1M+ | SH |
| MUB | iShares ETFs/USA | 240K | $1M+ | SH |
| META | META PLATFORMS-A | 37K | $1M+ | SH |
| V | VISA INC-CLASS A | 68K | $1M+ | SH |
| VTI | Vanguard ETF/USA | 62K | $1M+ | SH |
| TAXF | American Century ETF Trust | 400K | $1M+ | SH |
| SPY | State Street ETF/USA | 29K | $1M+ | SH |
| ABBV | ABBVIE INC | 86K | $1M+ | SH |
| SPYV | State Street ETF/USA | 327K | $1M+ | SH |
| XLK | State Street ETF/USA | 122K | $1M+ | SH |
| QEFA | State Street ETF/USA | 192K | $1M+ | SH |
| FTC | First Trust ETFs/USA | 108K | $1M+ | SH |
| VTV | Vanguard ETF/USA | 90K | $1M+ | SH |
| RSP | Invesco ETFs/USA | 88K | $1M+ | SH |
| VV | Vanguard ETF/USA | 53K | $1M+ | SH |
| PG | PROCTER & GAMBLE | 116K | $1M+ | SH |
| UNP | UNION PAC CORP | 68K | $1M+ | SH |
| SCHW | SCHWAB (CHARLES) | 155K | $1M+ | SH |
| CAT | CATERPILLAR INC | 26K | $1M+ | SH |
| IVW | iShares ETFs/USA | 113K | $1M+ | SH |
| JNJ | JOHNSON&JOHNSON | 65K | $1M+ | SH |