CBM Financial, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Austin, TX
Holdings as of
31 Mar 2025
Value $
$122,994,877
Num holdings
13
Filing time
20 May 2025, 20:42:36 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IEFA, IJH, SPYV, and SPYG.
Next filing
Q4 2025 - 19 Feb 2026
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lindsay Marie Rider Compliance Consultant Thornton, Colorado 20 May 2025