Instuitional Investor - Cm Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cm Wealth Advisors Llc
Portfolio Value $232,617,088
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 201,147 $44,934,228 19.31%
2. DIA 109,370 $41,309,354 17.75%
3. LECO 178,942 $39,039,776 16.78%
4.
Vanguard Index Fds
56,516 $24,686,189 10.61%
5. IEF 47,702 $7,409,552 3.18%