HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 iShares Russell 1000 ETF (IWB) |
26,990 | +205 | $7,078 |
| IWB | 26,990 | +205 | $7,078 |
| iShares Russell 2000 ETF (IWM) |
33,158 | +280 | $6,655 |
| IWM | 33,158 | +280 | $6,655 |
| Vanguard S&P 500 ETF (VOO) |
13,159 | -108 | $5,748 |
| VOO | 13,159 | -108 | $5,748 |
| Vanguard Ttl Stk Mkt ETF (VTI) |
24,063 | +244 | $5,708 |
| VTI | 24,063 | +244 | $5,708 |
| iShares Int Gov Cr Bd ETF (GVI) |
48,947 | +732 | $5,128 |
| GVI | 48,947 | +732 | $5,128 |
| Vanguard ST Bond ETF (BSV) |
58,472 | +5,883 | $4,504 |
| BSV | 58,472 | +5,883 | $4,504 |
| iShares Core 1 5 Year USD Bond (ISTB) |
88,356 | +4,136 | $4,202 |
| ISTB | 88,356 | +4,136 | $4,202 |
| Vanguard FTSE Developed Market (VEA) |
78,800 | -777 | $3,775 |
| VEA | 78,800 | -777 | $3,775 |
| Vanguard Total Bond Market ETF (BND) |
47,854 | +6,242 | $3,520 |
| BND | 47,854 | +6,242 | $3,520 |
| Vanguard ST TIPS ETF (VTIP) |
73,705 | +2,881 | $3,500 |
| VTIP | 73,705 | +2,881 | $3,500 |
| iShares MSCI ACWI ex US ETF (ACWX) |
67,242 | +900 | $3,432 |
| ACWX | 67,242 | +900 | $3,432 |
| Schwab US TIPS ETF (SCHP) |
65,340 | +4,643 | $3,411 |
| SCHP | 65,340 | +4,643 | $3,411 |
| Schwab US Mkt ETF (SCHB) |
54,064 | -417 | $3,010 |
| SCHB | 54,064 | -417 | $3,010 |
| DFA US Core Equity 2 |
93,122 | +9,983 | $2,722 |
| DFAC | 93,122 | +9,983 | $2,722 |
| Schwab US Lg Cap ETF (SCHX) |
47,095 | -742 | $2,656 |
| SCHX | 47,095 | -742 | $2,656 |
| DFA World ex US Core Equity 2 |
92,740 | +2,377 | $2,265 |
| DFAX | 92,740 | +2,377 | $2,265 |
| Schwab US Sm Cap ETF (SCHA) |
42,419 | +1,618 | $2,004 |
| SCHA | 42,419 | +1,618 | $2,004 |
| Microsoft Corp |
4,957 | +9 | $1,864 |
| MSFT | 4,957 | +9 | $1,864 |
| iShares Muni Bond ETF (MUB) |
14,534 | +357 | $1,576 |
| MUB | 14,534 | +357 | $1,576 |
| Vanguard EM ETF (VWO) |
37,346 | -493 | $1,535 |
| VWO | 37,346 | -493 | $1,535 |
| Apple Inc |
7,941 | -571 | $1,529 |
| AAPL | 7,941 | -571 | $1,529 |
| SPDR S&P 500 ETF (SPLG) |
24,834 | -1,044 | $1,388 |
| SPLG | 24,834 | -1,044 | $1,388 |
| Schwab Intl Equity ETF (SCHF) |
37,012 | +773 | $1,368 |
| SCHF | 37,012 | +773 | $1,368 |
| Vanguard Div Ap ETF (VIG) |
7,976 | -34 | $1,359 |
| VIG | 7,976 | -34 | $1,359 |
| Vanguard Small Cap Value ETF (VBR) |
7,289 | -5 | $1,312 |
| VBR | 7,289 | -5 | $1,312 |
| Vanguard High Dividend Yield E (VYM) |
11,443 | -182 | $1,277 |
| VYM | 11,443 | -182 | $1,277 |
| Schwab US Agg Bond ETF (SCHZ) |
27,116 | +1,770 | $1,264 |
| SCHZ | 27,116 | +1,770 | $1,264 |
| iShares Core MSCI EAFE ETF (IEFA) |
16,014 | -37 | $1,127 |
| IEFA | 16,014 | -37 | $1,127 |
| Vanguard Sm Cap ETF (VB) |
5,194 | +20 | $1,108 |
| VB | 5,194 | +20 | $1,108 |
| Alphabet Inc |
7,870 | +9 | $1,099 |
| GOOGL | 7,870 | +9 | $1,099 |
| Amazon.com Inc |
6,672 | +150 | $1,014 |
| AMZN | 6,672 | +150 | $1,014 |
| Schwab Inflation Prot Fd |
91,121 | +29,481 | $933 |
| COM | 91,121 | +29,481 | $933 |
| Schwab US Div Eq ETF (SCHD) |
12,104 | -279 | $921 |
| SCHD | 12,104 | -279 | $921 |
| Vanguard Rus 2000 ETF (VTWO) |
10,899 | +425 | $884 |
| VTWO | 10,899 | +425 | $884 |
| iShares Core MSCI Int l Dev Mk (IDEV) |
12,805 | +290 | $815 |
| IDEV | 12,805 | +290 | $815 |
| NVidia Corp |
1,614 | +2 | $799 |
| NVDA | 1,614 | +2 | $799 |
| Vanguard Lg Cap Val ETF (VTV) |
5,241 | UNCH | $784 |
| VTV | 5,241 | UNCH | $784 |
| iShares Sht Tm Muni ETF (SUB) |
7,184 | UNCH | $757 |
| SUB | 7,184 | UNCH | $757 |
| Vanguard Total World Stock ETF (VT) |
7,221 | +116 | $743 |
| VT | 7,221 | +116 | $743 |
| Meta Platforms Inc |
2,022 | +4 | $716 |
| META | 2,022 | +4 | $716 |
| Vanguard Int Bd ETF (BIV) |
8,413 | +3,754 | $643 |
| BIV | 8,413 | +3,754 | $643 |
| Schwab EM Equity ETF (SCHE) |
24,988 | +1,781 | $619 |
| SCHE | 24,988 | +1,781 | $619 |
| SPDR S&P 500 ETF Trust (SPY) |
1,285 | UNCH | $611 |
| SPY | 1,285 | UNCH | $611 |
| DFA US Core Equity |
17,874 | -138 | $594 |
| DFAU | 17,874 | -138 | $594 |
| iShares US Agg Bd ETF (AGG) |
5,887 | -199 | $584 |
| AGG | 5,887 | -199 | $584 |
| Vanguard Tax Ex Bond ETF (VTEB) |
11,036 | +5,465 | $563 |
| VTEB | 11,036 | +5,465 | $563 |
| Vanguard Mid Cap Value ETF (VOE) |
3,640 | UNCH | $528 |
| VOE | 3,640 | UNCH | $528 |
| DFA Intl Small Cap Value |
20,408 | UNCH | $526 |
| DISV | 20,408 | UNCH | $526 |
| Schwab ST Treas ETF (SCHO) |
10,657 | +99 | $516 |
| SCHO | 10,657 | +99 | $516 |
| DFA Intl Core Eq 2 |
19,917 | +730 | $508 |
| DFIC | 19,917 | +730 | $508 |
See Full List: All Stocks Held By C M Bidwell & Associates Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By C M Bidwell & Associates Ltd.
|
Size ($ in 1000's)
At 12/31/2023: $134,824 At 09/30/2023: $131,462 C M Bidwell & Associates Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from C M Bidwell & Associates Ltd. 13F filings. Link to 13F filings: SEC filings |
