Institutions / CX Institutional

CX Institutional

CIK 1737089 · Institution · as of Dec 31, 2025
Portfolio value
$3.35M
Positions
1,517
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,517 →
CompanyClassValueShares% of portfolio
iShares ETFs/USA—$128.7K1,281,8993.8%
iShares ETFs/USA—$91.5K1,022,5362.7%
State Street ETF/USA—$79.4K2,752,1212.4%
Vanguard ETF/USA—$73.4K253,0452.2%
iShares ETFs/USA—$66.2K312,0762.0%
Vanguard ETF/USA—$65.2K1,349,7461.9%
Apple Inc.—$64.3K236,4461.9%
iShares ETFs/USA—$62.9K91,8421.9%
Vanguard ETF/USA—$60.3K233,6471.8%
State Street ETF/USA—$59.4K2,650,7421.8%
Vanguard ETF/USA—$59.3K143,7151.8%
State Street ETF/USA—$59.0K2,011,3001.8%
iShares ETFs/USA—$57.9K122,2891.7%
iShares ETFs/USA—$57.7K343,5771.7%
NVIDIA Corp—$56.1K300,5751.7%
Schwab Strategic Trust—$54.7K1,848,3721.6%
Microsoft Corp—$52.8K109,2001.6%
State Street ETF/USA—$50.8K1,058,0551.5%
iShares ETFs/USA—$49.7K236,2471.5%
Invesco ETFs/USA—$49.4K969,3571.5%
VanEck ETFs/USA—$44.1K934,6681.3%
Alphabet Inc.—$41.1K131,1681.2%
Amazon.com Inc—$37.3K161,5061.1%
iShares ETFs/USA—$33.3K402,1661.0%
Janus Detroit Street Trust—$32.9K649,8471.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.