13FBOX
CPWM, LLC · 13F Holdings
Options Calculator Rankings

CPWM, LLC

No.11265 Data as of 2022Q4
Latest AUM (Q4 2022)
$1.06B
QoQ Change Q3 2022
-$4.2M-0.4%
Holdings
333
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
333
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2022 ValueQ4 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PACCAR INCPCAR
14.28%14.22%$151.0M1.8M$151.0M1.8M00.00%Unchanged
MICROSOFT CORPMSFT
7.45%7.42%$78.8M338,286$78.8M338,28600.00%Unchanged
APPLE INCAAPL
6.13%6.1%$64.8M468,866$64.8M468,86600.00%Unchanged
AMAZON COM INCAMZN
3.51%3.5%$37.1M328,687$37.1M328,68700.00%Unchanged
DDIMENSIONAL ETF TRUSTDFAC
3.32%3.31%$35.1M1.6M$35.1M1.6M00.00%Unchanged
STARBUCKS CORPSBUX
3.32%3.31%$35.1M416,477$35.1M416,47700.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
2.83%2.82%$29.9M221,543$29.9M221,54300.00%Unchanged
IISHARES RUSSELLIWF
2.45%2.44%$25.9M123,066$25.9M123,06600.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
2.4%2.39%$25.4M71,089$25.4M71,08900.00%Unchanged
DDIMENSIONAL USDFUV
1.77%1.77%$18.7M633,059$18.7M633,05900.00%Unchanged
AAMERICAN CENTY ETF TRAVUS
1.66%1.65%$17.5M281,390$17.5M281,39000.00%Unchanged
IISHARES MSCI ACWI ETFTOK
1.55%1.55%$16.4M211,028$16.4M211,02800.00%Unchanged
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
1.39%1.38%$14.6M377,172$14.6M377,17200.00%Unchanged
AAVANTIS U SAVUV
1.35%1.34%$14.2M215,375$14.2M215,37500.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVT
1.25%1.25%$13.2M167,584$13.2M167,58400.00%Unchanged
GGENERAL DYNAMICS CORPVTI
1.22%1.22%$12.9M71,867$12.9M71,86700.00%Unchanged
AVANTIS INTLNGG
1.19%1.18%$12.5M274,851$12.5M274,85100.00%Unchanged
VVANGUARD WHITEHALL FDSVYM
1.06%1.06%$11.2M118,235$11.2M118,23500.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
1.05%1.05%$11.1M23,488$11.1M23,48800.00%Unchanged
VVANGUARD INDEX FDSVOO
1.02%1.02%$10.8M32,837$10.8M32,83700.00%Unchanged
IISHARES TRIVV
0.96%0.96%$10.1M28,265$10.1M28,26500.00%Unchanged
AAvantis US Small Cap Value ETFAVDV
0.95%0.95%$10.1M211,654$10.1M211,65400.00%Unchanged
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
0.8%0.8%$8.4M168,435$8.4M168,43500.00%Unchanged
ENTERPRISE PRODS PARTNERS LEPD
0.79%0.78%$8.3M349,780$8.3M349,78000.00%Unchanged
IISHARES TRIWC
0.75%0.75%$7.9M76,673$7.9M76,67300.00%Unchanged
AAMERICAN CENTY ETF TRAVEM
0.73%0.72%$7.7M167,370$7.7M167,37000.00%Unchanged
IISHARES TRAGG
0.71%0.7%$7.5M77,646$7.5M77,64600.00%Unchanged
ALPHABET INCGOOGL
0.65%0.64%$6.8M71,443$6.8M71,44300.00%Unchanged
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
0.64%0.64%$6.8M145,822$6.8M145,82200.00%Unchanged
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.64%0.64%$6.8M137,123$6.8M137,12300.00%Unchanged
JOHNSON & JOHNSONJNJ
0.62%0.62%$6.6M40,206$6.6M40,20600.00%Unchanged
VVANGUARD FTSEVEA
0.62%0.61%$6.5M179,293$6.5M179,29300.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.59%0.59%$6.2M23,393$6.2M23,39300.00%Unchanged
VVANGUARD INDEX FDSVUG
0.57%0.57%$6.0M28,208$6.0M28,20800.00%Unchanged
AAVANTIS CORE FIXED INCOME ETFAVIG
0.52%0.52%$5.5M136,524$5.5M136,52400.00%Unchanged
IINVESCO S&P 500 LOW VOLATILITY ETFSPLV
0.52%0.52%$5.5M95,378$5.5M95,37800.00%Unchanged
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.51%0.51%$5.4M251,890$5.4M251,89000.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVNQI
0.49%0.49%$5.2M136,446$5.2M136,44600.00%Unchanged
IISHARES TREEM
0.49%0.49%$5.2M148,620$5.2M148,62000.00%Unchanged
KIMBERLY-CLARK CORPKMB
0.48%0.48%$5.0M44,814$5.0M44,81400.00%Unchanged
VVANGUARD BD INDEX FDSBSV
0.43%0.43%$4.6M61,271$4.6M61,27100.00%Unchanged
TTRINET GROUP INCTNET
0.42%0.41%$4.4M61,684$4.4M61,68400.00%Unchanged
IISHARES RUSSELLIWB
0.41%0.4%$4.3M21,701$4.3M21,70100.00%Unchanged
JPMORGAN CHASE & COJPM
0.4%0.4%$4.2M40,638$4.2M40,63800.00%Unchanged
INTEL CORPINTC
0.4%0.4%$4.2M163,989$4.2M163,98900.00%Unchanged
ABBVIE INCABBV
0.4%0.4%$4.2M31,283$4.2M31,28300.00%Unchanged
PPIMCO ETF TRMINT
0.39%0.39%$4.2M41,980$4.2M41,98000.00%Unchanged
AAlphabet Inc Class CGOOG
0.39%0.39%$4.1M42,702$4.1M42,70200.00%Unchanged
IISHARES TRSTIP
0.38%0.38%$4.0M41,862$4.0M41,86200.00%Unchanged
CISCO SYS INCCSCO
0.37%0.37%$3.9M98,352$3.9M98,35200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow