Holdings
Cdm Financial Counseling Services, Inc.
As of Sep 30, 2026, Cdm Financial Counseling Services, Inc. reported 74 positions worth US$118M. Largest: State Street SPDR S&P 500 ETF, State Street Technology Select Sector SPDR ETF and Vanguard Morningstar Total Stock Market ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | 18,534 | US$14.1M | new | Sep 30, 2026 |
| State Street Technology Select Sector SPDR ETF | 64,201 | US$12.6M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 20,978 | US$7.85M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 26,503 | US$6.18M | new | Sep 30, 2026 |
| Microsoft Corp. | 9,153 | US$4.7M | +30 | Sep 30, 2026 |
| Vanguard Morningstar Mega Cap Growth ETF | 47,615 | US$4.41M | new | Sep 30, 2026 |
| State Street Communication Services Select Sector SPDR ETF | 34,379 | US$3.81M | new | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 23,530 | US$3.65M | new | Sep 30, 2026 |
| iShares Semiconductor ETF | 5,315 | US$3.02M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 8,687 | US$2.97M | +241 | Sep 30, 2026 |