13F-HR filed by CBM Financial, LLC
CBM Financial, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-21, with 13 holding rows worth $122,994,877.
- Accession
- 0001986152-25-000048
- Filer
- CIK 2055702
- Filed
- 2025-05-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 13 entries on the cover page, a total value of $122,994,877 stated on the cover page (in dollars after the unit check, H1), rows summing to $122,994,877 with VALUE read as dollars as filed, 13F file number 028-25619. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 54,129 | $32,108,030 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 359,171 | $29,056,904 | dollars as filed | |
| IJH | 464287507 | COM | 244,315 | $14,942,299 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 255,334 | $13,027,142 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 140,074 | $12,530,991 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 60,957 | $5,949,436 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 44,554 | $4,796,706 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 47,815 | $3,940,930 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 20,375 | $2,506,501 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 5,549 | $2,292,221 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,333 | $1,127,698 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,545 | $405,698 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 6,823 | $310,321 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001986152-25-000048 | this filing | 2025-05-21 | acceptance time not in the bulk data set |