CX Institutional
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), CX Institutional reported 543 stock positions worth $2.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 2.5% of the portfolio, followed by iShares MSCI World ETF (URTH, 2.4%) and SS SPDR P Int Term TSY ETF (SPTI, 2.1%). Compared with Q4 2023, it opened 49 new positions, sold out of 30, added to 285 and reduced 198. The biggest buy was iShares MSCI World ETF (URTH, shares +396%) and the biggest sale an exit from Isha Curr Hedged MSCI Eafe (HEFA).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $2.1B (Q1 2024)
- SEC Filing
- 0001737089-24-000003 ↗ filed Apr 15, 2024
Holdings Value
Holdings 543 stocks · $2.1B
| IVV iShares Core S&P 500 ETF | 2.52% | 99,466 | $52.3M | Reduce -0.2% |
| URTH iShares MSCI World ETF | 2.40% | 344,102 | $49.9M | Add +396.4% |
| SPTI SS SPDR P Int Term TSY ETF | 2.07% | 1,527,990 | $43.0M | Add +14.0% |
| SCHV Schwab US Large-Cap Value | 1.98% | 539,435 | $41.0M | Add +44.0% |
| TLT iShares 20+ Year Treasury BD | 1.83% | 402,731 | $38.1M | Add +14.9% |
| JAAA Janus Henderson Aaa Clo ETF | 1.77% | 726,493 | $36.8M | Add +15.7% |
| SPBO SS SPDR P Corp. Bond ETF | 1.66% | 1,185,902 | $34.5M | Add +13.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.66% | 137,426 | $34.3M | Add +0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.53% | 110,571 | $31.7M | Add +60.7% |
| IWF iShares Russell 1000 Growth | 1.53% | 93,939 | $31.7M | Add +62.7% |
| IVE iShares S&P 500 Value ETF | 1.50% | 166,354 | $31.1M | Reduce -5.1% |
| ITM Vaneck Intermediate Muni ETF | 1.49% | 663,369 | $30.9M | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.48% | 134,594 | $30.8M | Add +1.5% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.44% | 1,380,799 | $30.0M | Add +14.0% |
| SGOV iShares 0-3 Month Treasury B | 1.43% | 295,129 | $29.7M | Reduce -25.4% |
| IUSG iShares Core S&P U.S. Growth | 1.40% | 246,943 | $28.9M | Add +45.9% |
| MSFT Microsoft Corp. | 1.30% | 64,175 | $27.0M | Add +3.9% |
| TAXF American Century Diver Muni | 1.23% | 506,208 | $25.6M | Add +28.0% |
| AAPL Apple Inc. | 1.23% | 148,550 | $25.5M | Add +35.1% |
| EWJ iShares MSCI Japan ETF | 1.12% | 325,020 | $23.2M | Add +3.8% |
| IWD iShares Russell 1000 Value E | 1.12% | 129,322 | $23.2M | Reduce -1.6% |
| BNDX Vanguard Total Intl Bond ETF | 1.04% | 440,932 | $21.7M | Add +15.9% |
| PZA Invesco National Amt-Free Mu | 1.01% | 876,661 | $20.9M | Add +16.4% |
| MUB iShares National Muni Bond E | 0.94% | 181,011 | $19.5M | Add +13.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.91% | 373,354 | $18.9M | Add +17.0% |
| AMZN Amazon.com Inc. | 0.82% | 94,766 | $17.1M | Add +52.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.82% | 228,536 | $17.0M | Add +8.8% |
| BLOK Amplify Blockchain Tech ETF | 0.81% | 462,342 | $16.8M | Add +4.8% |
| FLCA Franklin Ftse Canada ETF | 0.80% | 479,315 | $16.6M | Add +14.1% |
| FLGB Franklin Ftse United Kingdom | 0.80% | 636,324 | $16.6M | Add +19.8% |
| GBIL Goldman Sachs Access Treasur | 0.79% | 163,456 | $16.5M | Reduce -41.1% |
| GOOGL Alphabet Inc. Class A | 0.78% | 106,888 | $16.1M | Add +7.5% |
| LLY Eli Lilly & Co. | 0.77% | 20,523 | $16.0M | Add +7.5% |
| FLBR Franklin Ftse Brazil ETF | 0.73% | 777,853 | $15.2M | Add +17.0% |
| EWG iShares MSCI Germany ETF | 0.73% | 476,347 | $15.1M | Add +35.5% |
| EWQ iShares MSCI France ETF | 0.72% | 362,100 | $15.0M | Add +40.2% |
| RSP Invesco S&P 500 Equal Weight | 0.71% | 87,373 | $14.8M | Add +0.9% |
| IVW iShares S&P 500 Growth ETF | 0.70% | 171,564 | $14.5M | Add +43.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.68% | 59,156 | $14.2M | Reduce -3.8% |
| SPGM State Street SPDR Portfolio | 0.68% | 236,412 | $14.1M | Add +213.3% |
| EWL iShares MSCI Switzerland ETF | 0.68% | 294,677 | $14.0M | Add +1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.66% | 39,965 | $13.8M | Add +246.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.65% | 239,478 | $13.5M | Reduce -5.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.65% | 184,603 | $13.5M | Add +36.4% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.64% | 174,977 | $13.3M | Add +0.3% |
| NVDA Nvidia Corp. | 0.63% | 14,475 | $13.1M | Add +87.6% |
| V Visa Inc. Class A | 0.58% | 42,751 | $11.9M | Add +9.6% |
| MLN Vaneck Long Muni ETF | 0.56% | 642,120 | $11.5M | Add +8.2% |
| AVGO Broadcom Inc. | 0.55% | 8,538 | $11.3M | Add +562.4% |
| META Meta Platforms Inc. Class A | 0.54% | 23,105 | $11.2M | Reduce -22.3% |
| MRK Merck & Co. Inc. | 0.54% | 84,920 | $11.2M | Add +13.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.52% | 140,219 | $10.9M | Add +13.1% |
| ABBV Abbvie Inc. | 0.51% | 58,660 | $10.7M | Add +9.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 20,009 | $10.5M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 64,021 | $10.4M | Add +9.0% |
| XLK SS Technology Select Sector | 0.50% | 49,871 | $10.4M | Reduce -37.5% |
| UNH Unitedhealth Group Inc. | 0.50% | 20,848 | $10.3M | Add +8.1% |
| AMGN Amgen Inc. | 0.48% | 34,758 | $9.9M | Add +61.5% |
| LOW Lowe's Cos Inc. | 0.45% | 36,386 | $9.3M | Add +42.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.43% | 98,387 | $9.0M | Reduce -41.3% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 144,668 | $8.8M | Add +0.6% |
| SDY SS SPDR S&P Dividend ETF | 0.42% | 65,972 | $8.7M | Reduce -1.8% |
| HYD Vaneck High Yield Muni ETF | 0.41% | 163,826 | $8.6M | Add +16.5% |
| XOM Exxon Mobil Corp. | 0.40% | 70,928 | $8.2M | Reduce -1.6% |
| UPS United Parcel Service Class B | 0.38% | 53,401 | $7.9M | Add +30.4% |
| HPQ HP Inc. | 0.37% | 257,330 | $7.8M | Add +3742.5% |
| FISV Fiserv Inc. | 0.37% | 48,455 | $7.7M | Add +1143.1% |
| TSLA Tesla Inc. | 0.36% | 42,742 | $7.5M | Add +11.9% |
| SCHF Schwab Intl Equity ETF | 0.36% | 191,875 | $7.5M | No change |
| DLN Wisdomtree US Largecap Divid | 0.36% | 102,500 | $7.4M | Add +30.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.35% | 145,809 | $7.3M | Add +5.5% |
| DON Wisdomtree US Midcap Dividen | 0.35% | 149,344 | $7.3M | Reduce -8.2% |
| ELV Elevance Health Inc. | 0.35% | 13,829 | $7.2M | Add +58.5% |
| PG The Procter & Gamble Co. | 0.34% | 44,100 | $7.2M | Reduce -24.9% |
| MA Mastercard Inc. Class A | 0.34% | 14,788 | $7.1M | Reduce -25.1% |
| DE Deere & Co. | 0.33% | 16,761 | $6.9M | Add +124.0% |
| IDV iShares International Select | 0.33% | 243,905 | $6.8M | Reduce -20.0% |
| LMT Lockheed Martin Corp. | 0.33% | 14,946 | $6.8M | Add +13.7% |
| DRIV Global X Autonomous&elec-ETF | 0.33% | 273,191 | $6.7M | Add +60.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 15,838 | $6.7M | Add +1.0% |
| LIT Global X Lithium & Battery T | 0.31% | 141,280 | $6.4M | Add +92.7% |
| JNJ Johnson & Johnson | 0.30% | 40,004 | $6.3M | Add +15.4% |
| COST Costco Wholesale Corp. | 0.30% | 8,540 | $6.3M | Reduce -4.6% |
| COP Conocophillips | 0.30% | 48,682 | $6.2M | Add +28.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 23,841 | $6.2M | Reduce -5.0% |
| FTC First Trust Large Cap Growth | 0.29% | 48,507 | $6.0M | Add +46.1% |
| ICLN iShares Global Clean Energy | 0.29% | 426,217 | $6.0M | Add +10.3% |
| GD General Dynamics Corp. | 0.29% | 20,942 | $5.9M | Reduce -8.2% |
| KR Kroger Co. | 0.28% | 101,768 | $5.8M | Add +38.7% |
| GWX State Street SPDR S&P Intern | 0.28% | 177,420 | $5.8M | No change |
| KO The Coca-Cola Co. | 0.27% | 93,062 | $5.7M | Add +17.4% |
| KRE SS SPDR S&P Regional Bank | 0.27% | 111,214 | $5.6M | Reduce -9.7% |
| CI The Cigna Group | 0.26% | 15,023 | $5.5M | Add +446.5% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.25% | 42,617 | $5.3M | Add +12.5% |
| MPC Marathon Petroleum Corp. | 0.25% | 25,948 | $5.2M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.25% | 118,504 | $5.1M | Add +22.3% |
| SEM Select Medical Holdings Corp. | 0.25% | 168,872 | $5.1M | New |
| WMT Walmart Inc. | 0.24% | 83,386 | $5.0M | Add +4.6% |
| MCD McDonald's Corp. | 0.24% | 17,790 | $5.0M | Add +138.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 20,780 | $4.9M | Reduce -1.4% |
Portfolio Sells Q4 2023 → Q1 2024
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −1.02 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.81 |
| EWN iShares MSCI Netherlands ETF | Reduce -99.7% | 0.00% | −0.76 |
| EDEN iShares MSCI Denmark ETF | Reduce -99.8% | 0.00% | −0.76 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -87.4% | 0.10% | −0.75 |
| JPST JPMorgan Ultra-Short Income | Reduce -92.7% | 0.05% | −0.71 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.71 |
| SGOV iShares 0-3 Month Treasury B | Reduce -25.4% | 1.43% | −0.69 |
| GBIL Goldman Sachs Access Treasur | Reduce -41.1% | 0.79% | −0.69 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -41.3% | 0.43% | −0.38 |
| IBM Intl Business Machines Corp. | Reduce -86.5% | 0.06% | −0.36 |
| XLK SS Technology Select Sector | Reduce -37.5% | 0.50% | −0.32 |
| GE General Electric | Reduce -85.7% | 0.06% | −0.28 |
| XLC SS Comm Select Sector SPDR | Reduce -86.8% | 0.04% | −0.27 |
| XLY SS Consumer Disc Select Sect | Reduce -71.4% | 0.10% | −0.27 |
| UNP Union Pacific Corp. | Reduce -54.4% | 0.18% | −0.25 |
| PFGC Performance Food Group Co. | Reduce -77.0% | 0.06% | −0.22 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -45.0% | 0.21% | −0.21 |
| SLVM Sylvamo Corp. | Reduce -75.5% | 0.08% | −0.20 |
| CRC California Resources Corp. | Reduce -73.4% | 0.06% | −0.20 |
| PRDO Perdoceo Education Corp. | Reduce -73.5% | 0.06% | −0.20 |
| XLV SS Health Care Select Sector | Reduce -42.0% | 0.23% | −0.18 |
| NSC Norfolk Southern Corp. | Reduce -84.8% | 0.03% | −0.16 |
| K Kellanova | Reduce -90.9% | 0.02% | −0.16 |
| FSTA Fidelity MSCI Cons Stap Indx | Sold out | 0.00% | −0.16 |
| MMM 3M Co. | Reduce -87.7% | 0.02% | −0.15 |
| SWKS Skyworks Solutions Inc. | Reduce -86.5% | 0.02% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -77.1% | 0.05% | −0.15 |
| MCHP Microchip Technology Inc. | Reduce -69.8% | 0.05% | −0.15 |
| NXPI NXP Semiconductors NV | Reduce -81.7% | 0.03% | −0.14 |
| XLF SS Financial Select Sector | Reduce -47.7% | 0.16% | −0.14 |
| HD Home Depot Inc. | Reduce -44.4% | 0.17% | −0.14 |
| IYJ iShares U.S. Industrials ETF | Reduce -62.9% | 0.08% | −0.14 |
| ITW Illinois Tool Works | Reduce -81.3% | 0.03% | −0.14 |
| PCAR Paccar Inc. | Reduce -70.9% | 0.07% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -40.5% | 0.23% | −0.13 |
| IVE iShares S&P 500 Value ETF | Reduce -5.1% | 1.50% | −0.13 |
| PM Philip Morris International | Reduce -78.4% | 0.03% | −0.13 |
| XLB SS Materials Select Sector | Reduce -66.3% | 0.06% | −0.13 |
| SBUX Starbucks Corp. | Reduce -73.9% | 0.04% | −0.13 |
| IDV iShares International Select | Reduce -20.0% | 0.33% | −0.13 |
| VLO Valero Energy Corp. | Reduce -69.9% | 0.07% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -24.9% | 0.34% | −0.12 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -13.4% | 0.20% | −0.11 |
| SPEM State Street SP PTF Em ETF | Reduce -35.3% | 0.16% | −0.11 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -61.9% | 0.07% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -25.1% | 0.34% | −0.11 |
| IYF iShares US Financials ETF | Reduce -48.4% | 0.12% | −0.11 |
| ADI Analog Devices Inc. | Reduce -64.9% | 0.05% | −0.10 |
| PFE Pfizer Inc. | Reduce -54.4% | 0.07% | −0.10 |
Portfolio Buys Q4 2023 → Q1 2024
| URTH iShares MSCI World ETF | Add +396.4% | 2.40% | +1.91 |
| IWF iShares Russell 1000 Growth | Add +62.7% | 1.53% | +0.59 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +60.7% | 1.53% | +0.57 |
| SCHV Schwab US Large-Cap Value | Add +44.0% | 1.98% | +0.57 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +246.9% | 0.66% | +0.47 |
| AVGO Broadcom Inc. | Add +562.4% | 0.55% | +0.47 |
| SPGM State Street SPDR Portfolio | Add +213.3% | 0.68% | +0.46 |
| IUSG iShares Core S&P U.S. Growth | Add +45.9% | 1.40% | +0.45 |
| NVDA Nvidia Corp. | Add +87.6% | 0.63% | +0.43 |
| HPQ HP Inc. | Add +3742.5% | 0.37% | +0.36 |
| FISV Fiserv Inc. | Add +1143.1% | 0.37% | +0.35 |
| AMZN Amazon.com Inc. | Add +52.6% | 0.82% | +0.32 |
| SEM Select Medical Holdings Corp. | New | 0.25% | +0.25 |
| CI The Cigna Group | Add +446.5% | 0.26% | +0.22 |
| IVW iShares S&P 500 Growth ETF | Add +43.6% | 0.70% | +0.22 |
| BBY Best Buy Co. Inc. | Add +3745.7% | 0.22% | +0.21 |
| TGT Target Corp. | Add +601.5% | 0.22% | +0.19 |
| EWQ iShares MSCI France ETF | Add +40.2% | 0.72% | +0.18 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +36.4% | 0.65% | +0.18 |
| OMC Omnicom Group | Add +1117.9% | 0.19% | +0.18 |
| DVN Devon Energy Corp. | Add +1283.5% | 0.19% | +0.17 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.77% | +0.17 |
| DE Deere & Co. | Add +124.0% | 0.33% | +0.17 |
| EWG iShares MSCI Germany ETF | Add +35.5% | 0.73% | +0.17 |
| KELYA Kelly Services Inc. Class A | New | 0.17% | +0.17 |
| LYB Lyondellbasell Indu Class A | Add +1611.2% | 0.18% | +0.17 |
| CVI CVR Energy Inc. | New | 0.16% | +0.16 |
| ARMK Aramark | Add +1509.5% | 0.17% | +0.16 |
| MUSA Murphy USA Inc. | New | 0.16% | +0.16 |
| TAXF American Century Diver Muni | Add +28.0% | 1.23% | +0.16 |
| ORCL Oracle Corp. | Add +176.0% | 0.23% | +0.16 |
| TMUS T-Mobile US Inc. | Add +395.3% | 0.20% | +0.15 |
| TPR Tapestry Inc. | Add +984.2% | 0.16% | +0.15 |
| CMI Cummins Inc. | Add +601.5% | 0.17% | +0.15 |
| ANDE The Andersons Inc. | New | 0.15% | +0.15 |
| AGCO Agco Corp. | Add +271.4% | 0.21% | +0.15 |
| AMGN Amgen Inc. | Add +61.5% | 0.48% | +0.14 |
| WRB WR Berkley Corp. | Add +1979.3% | 0.15% | +0.14 |
| LOW Lowe's Cos Inc. | Add +42.6% | 0.45% | +0.14 |
| DMC Del Monte Corp. | New | 0.14% | +0.14 |
| CSGP Costar Group Inc. | Add +1253.7% | 0.15% | +0.14 |
| GPC Genuine Parts Co. | Add +724.6% | 0.16% | +0.14 |
| GPI Group 1 Automotive Inc. | Add +137728.6% | 0.14% | +0.14 |
| ICE Intercontinental Exchange Inc. | Add +526.2% | 0.16% | +0.13 |
| BERY Berry Global Group Inc. | New | 0.13% | +0.13 |
| ELV Elevance Health Inc. | Add +58.5% | 0.35% | +0.13 |
| SPTN Spartannash Co. | New | 0.13% | +0.13 |
| MCD McDonald's Corp. | Add +138.9% | 0.24% | +0.12 |
| EQT Eqt Corp. | Add +3998.1% | 0.12% | +0.12 |
| VRSN Verisign Inc. | Add +3309.1% | 0.12% | +0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,568 | $3.5B | SGOV, IEFA, SHY, AAPL, NVDA |
| Q1 2026 | 1,547 | $3.3B | SGOV, IEFA, SPTI, BNDX, AAPL |
| Q4 2025 | 1,517 | $3.4B | SGOV, IEFA, SPTI, VO, IVE |
| Q3 2025 | 1,375 | $3.3B | SGOV, IEFA, SPTI, BNDX, IVE |
| Q2 2025Amended | 1,213 | $2.9B | SGOV, SHM, BIL, MGK, IUSG |
| Q1 2025 | 1,202 | $2.6B | IEFA, SPTI, JAAA, VO, IVE |
| Q4 2024 | 535 | $2.5B | IEFA, SGOV, SPTI, MGK, JAAA |
| Q3 2024 | 551 | $2.3B | SGOV, IVV, MGK, SPTI, VO |
| Q2 2024 | 542 | $2.1B | IVV, URTH, SCHV, MGK, SPTI |
| Q1 2024 | 543 | $2.1B | IVV, URTH, SPTI, SCHV, TLT |