Institutions / C M Bidwell & Associates Ltd

C M Bidwell & Associates Ltd

CIK 1091860 · Institution · as of Mar 31, 2026
Portfolio value
$214.14M
Positions
483
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$214.14M+1.1%
$214.14M$212.97M$211.79MQ4 '25Q1 '26

Positions

483-0.2%
484484483Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 483 →
CompanyClassValueShares% of portfolio
Vanguard S&P 500 ETF—$25.41M42,52911.9%
Vanguard ST Bond ETF—$13.67M174,3836.4%
Schwab ST Treas ETF—$8.88M365,7744.1%
Vanguard ST TIPS ETF—$8.76M175,3704.1%
Vanguard Ttl Mkt ETF—$8.35M26,0163.9%
iShares Russell 2000 ETF—$8.09M32,6103.8%
iShares Int Gov/Cr Bd ETF—$7.49M70,1853.5%
iShares S&P 500 ETF—$6.75M10,3313.2%
Vanguard Dev Mkts ETF—$4.93M76,9442.3%
iShares Core 1-5 Year USD Bond—$4.88M100,6432.3%
iShares MSCI ACWI ex US ETF—$4.87M71,1922.3%
Vanguard Total Bond Market ETF—$4.30M58,4532.0%
Schwab US TIPS ETF—$3.97M149,3481.9%
DFA US Core Eq 2 ETF—$3.71M95,5971.7%
Vanguard Int Bd ETF—$3.33M43,2041.6%
Schwab US Mkt ETF—$3.18M126,8741.5%
Schwab US Lg Cap ETF—$3.12M121,5041.5%
Schwab US Agg ETF—$3.11M133,9061.5%
Vanguard Tax Exempt Bond ETF—$3.11M62,3061.5%
DFA World ex US Core Eq 2 ETF—$3.11M91,4351.5%
Schwab US Sm Cap ETF—$2.80M96,3961.3%
SPDR S&P 500 ETF—$2.51M32,8381.2%
NVIDIA Corp—$2.37M13,6051.1%
Schwab Intl Equity ETF—$2.09M84,3051.0%
Apple Inc.—$2.03M8,0060.9%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add808524862
Common stock
$1.63M+67K
+22.49%
365,774
4.15% of portfolio
low
Q1 2026
as of
Add921937827
Common stock
$938.3K+12K
+7.37%
174,383
6.39% of portfolio
low
Q1 2026
as of
Add922020805
Common stock
$649.6K+13K
+8.01%
175,370
4.09% of portfolio
low
Q1 2026
as of
Add808524839
Common stock
$442.8K+19K
+16.61%
133,906
1.45% of portfolio
low
Q1 2026
as of
ExitBoston Scientific Corp
Common stock
$-428.6K-4K
-100.00%
0
low
Q1 2026
as of
NewBroadcom Inc.
Common stock
$405.1K+1K
1,309
0.19% of portfolio
low
Q1 2026
as of
TrimAmazon.com Inc
Common stock
$-402.0K-2K
-35.11%
3,567
0.35% of portfolio
low
Q1 2026
as of
ExitGilead Sciences, Inc.
Common stock
$-389.7K-3K
-100.00%
0
low
Q1 2026
as of
Add922907746
Common stock
$385.0K+8K
+14.13%
62,306
1.45% of portfolio
low
Q1 2026
as of
Add921937819
Common stock
$299.5K+4K
+9.87%
43,204
1.56% of portfolio
low