CX Institutional
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), CX Institutional reported 535 stock positions worth $2.5 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 5.4% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 2.9%) and SS SPDR P Int Term TSY ETF (SPTI, 2.4%). Compared with Q3 2024, it opened 45 new positions, sold out of 61, added to 348 and reduced 135. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +671%) and the biggest sale iShares MSCI Japan ETF (EWJ, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- AUBURN, IN
- CIK
- 0001737089
- Portfolio Value
- $2.5B (Q4 2024)
- SEC Filing
- 0001737089-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 535 stocks · $2.5B
| IEFA iShares Core MSCI Eafe ETF | 5.36% | 1,921,231 | $135.0M | Add +670.8% |
| SGOV iShares 0-3 Month Treasury B | 2.88% | 722,665 | $72.5M | Add +20.3% |
| SPTI SS SPDR P Int Term TSY ETF | 2.42% | 2,186,803 | $61.0M | Add +45.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.26% | 165,583 | $56.9M | Add +16.8% |
| JAAA Janus Henderson Aaa Clo ETF | 2.18% | 1,083,702 | $55.0M | Add +44.7% |
| IVV iShares Core S&P 500 ETF | 2.17% | 93,015 | $54.8M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.07% | 197,104 | $52.1M | Add +33.1% |
| SPBO SS SPDR P Corp. Bond ETF | 2.02% | 1,776,829 | $50.9M | Add +45.0% |
| SCHV Schwab US Large-Cap Value | 1.91% | 1,843,143 | $48.1M | Add +41.4% |
| IVE iShares S&P 500 Value ETF | 1.76% | 232,351 | $44.4M | Add +40.2% |
| AAPL Apple Inc. | 1.76% | 176,965 | $44.3M | Add +11.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.72% | 179,880 | $43.2M | Add +41.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.70% | 1,233,688 | $42.9M | Add +557.0% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.68% | 1,966,186 | $42.4M | Add +47.8% |
| IWF iShares Russell 1000 Growth | 1.63% | 102,180 | $41.0M | Add +16.5% |
| IUSG iShares Core S&P U.S. Growth | 1.63% | 294,271 | $41.0M | Add +18.6% |
| TLT iShares 20+ Year Treasury BD | 1.61% | 465,582 | $40.7M | Add +50.5% |
| IWD iShares Russell 1000 Value E | 1.42% | 193,626 | $35.8M | Add +48.3% |
| ITM Vaneck Intermediate Muni ETF | 1.35% | 738,357 | $34.0M | Add +8.6% |
| MSFT Microsoft Corp. | 1.31% | 78,402 | $33.0M | Add +16.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.27% | 650,260 | $31.9M | Add +43.2% |
| TAXF American Century Diver Muni | 1.23% | 618,763 | $31.0M | Add +21.5% |
| NVDA Nvidia Corp. | 1.10% | 206,843 | $27.8M | Add +28.4% |
| AMZN Amazon.com Inc. | 0.94% | 107,805 | $23.7M | Add +7.8% |
| MUB iShares National Muni Bond E | 0.94% | 221,142 | $23.6M | Add +21.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.92% | 463,676 | $23.2M | Add +22.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 39,263 | $23.0M | Add +101.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.91% | 278,475 | $22.8M | Add +44.6% |
| GOOGL Alphabet Inc. Class A | 0.88% | 116,496 | $22.1M | Add +6.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.77% | 221,032 | $19.4M | Add +18.3% |
| AVGO Broadcom Inc. | 0.74% | 80,073 | $18.6M | Reduce -10.6% |
| TSLA Tesla Inc. | 0.74% | 45,879 | $18.5M | Reduce -23.8% |
| LLY Eli Lilly & Co. | 0.72% | 23,623 | $18.2M | Add +23.2% |
| PZA Invesco National Amt-Free Mu | 0.71% | 760,497 | $18.0M | Add +21.6% |
| META Meta Platforms Inc. Class A | 0.69% | 29,639 | $17.4M | Reduce -4.6% |
| PG The Procter & Gamble Co. | 0.69% | 102,901 | $17.3M | Add +113.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.68% | 267,927 | $17.0M | Add +7.4% |
| BLOK Amplify Blockchain Tech ETF | 0.65% | 380,672 | $16.4M | Reduce -5.8% |
| V Visa Inc. Class A | 0.65% | 51,967 | $16.4M | Reduce -1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.63% | 59,182 | $16.0M | Reduce -14.4% |
| RSP Invesco S&P 500 Equal Weight | 0.61% | 87,113 | $15.3M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 33,541 | $15.2M | Add +14.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.59% | 203,903 | $14.8M | Add +18.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.55% | 269,966 | $13.8M | Add +62.4% |
| ABBV Abbvie Inc. | 0.50% | 70,269 | $12.5M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.49% | 53,106 | $12.3M | Add +8.1% |
| XOM Exxon Mobil Corp. | 0.48% | 112,140 | $12.1M | Add +35.2% |
| HD Home Depot Inc. | 0.48% | 31,005 | $12.1M | Reduce -5.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 70,852 | $12.0M | Add +18.2% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 112,723 | $11.4M | Reduce -4.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.43% | 229,261 | $10.9M | Add +15.0% |
| AXP American Express Co. | 0.43% | 36,307 | $10.8M | Reduce -8.9% |
| AMGN Amgen Inc. | 0.42% | 40,436 | $10.5M | Add +0.2% |
| HON Honeywell International Inc. | 0.41% | 45,667 | $10.3M | Reduce -1.8% |
| HYD Vaneck High Yield Muni ETF | 0.41% | 198,666 | $10.3M | Add +22.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 24,905 | $10.2M | Add +65.5% |
| FISV Fiserv Inc. | 0.40% | 49,398 | $10.1M | Reduce -12.5% |
| SDY SS SPDR S&P Dividend ETF | 0.38% | 71,551 | $9.5M | Add +7.0% |
| QCLN First Trust Nasdaq Clean Edg | 0.37% | 278,192 | $9.4M | Add +53.6% |
| UNP Union Pacific Corp. | 0.37% | 40,896 | $9.3M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 148,018 | $9.2M | Add +12.2% |
| CAT Caterpillar Inc. | 0.37% | 25,395 | $9.2M | Reduce -5.2% |
| LMT Lockheed Martin Corp. | 0.36% | 18,585 | $9.0M | Reduce -3.1% |
| CI The Cigna Group | 0.36% | 32,689 | $9.0M | Reduce -1.9% |
| MLN Vaneck Long Muni ETF | 0.34% | 475,494 | $8.5M | Add +0.8% |
| MCD McDonald's Corp. | 0.34% | 29,168 | $8.5M | Add +7.9% |
| JNJ Johnson & Johnson | 0.33% | 58,313 | $8.4M | Add +18.6% |
| DLN Wisdomtree US Largecap Divid | 0.33% | 108,028 | $8.4M | Add +8.3% |
| CVX Chevron Corp. | 0.33% | 57,357 | $8.3M | Add +24.2% |
| CSCO Cisco Systems Inc. | 0.32% | 137,610 | $8.1M | Add +10.3% |
| FTC First Trust Large Cap Growth | 0.32% | 58,079 | $8.0M | Add +15.2% |
| DON Wisdomtree US Midcap Dividen | 0.31% | 154,492 | $7.9M | Add +4.7% |
| KO The Coca-Cola Co. | 0.31% | 125,314 | $7.8M | Add +17.2% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 135,290 | $7.7M | Add +2.5% |
| ADP Automatic Data Processing | 0.30% | 25,905 | $7.6M | Add +12.5% |
| T AT&T Inc. | 0.30% | 332,964 | $7.6M | Add +15.3% |
| IDV iShares International Select | 0.30% | 275,754 | $7.6M | Add +11.4% |
| RTX RTX Corp. | 0.30% | 65,150 | $7.5M | Add +21.9% |
| WMT Walmart Inc. | 0.30% | 83,116 | $7.5M | Add +8.4% |
| ACN Accenture PLC Class A | 0.30% | 21,121 | $7.4M | Add +12.1% |
| MCK McKesson Corp. | 0.29% | 12,914 | $7.4M | Add +26.3% |
| TMUS T-Mobile US Inc. | 0.29% | 32,797 | $7.2M | Add +7.9% |
| KRE SS SPDR S&P Regional Bank | 0.29% | 119,135 | $7.2M | Reduce -1.7% |
| SCHF Schwab Intl Equity ETF | 0.28% | 385,708 | $7.1M | Add +0.4% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.28% | 56,490 | $7.1M | Add +20.8% |
| MRSH Marsh & McLennan Cos | 0.28% | 33,204 | $7.1M | Add +12.9% |
| COST Costco Wholesale Corp. | 0.28% | 7,626 | $7.0M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 57,471 | $6.9M | Add +20.6% |
| PEP Pepsico Inc. | 0.27% | 44,034 | $6.7M | Add +6.9% |
| MO Altria Group Inc. | 0.26% | 125,488 | $6.6M | Add +21.9% |
| GOOG Alphabet Inc. Class C | 0.26% | 34,284 | $6.5M | Add +10.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 22,197 | $6.4M | Reduce -0.7% |
| COP Conocophillips | 0.25% | 63,992 | $6.3M | Add +19.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 24,493 | $6.2M | Reduce -2.4% |
| MPC Marathon Petroleum Corp. | 0.24% | 43,580 | $6.1M | Add +31.3% |
| ALL Allstate Corp. | 0.24% | 30,829 | $5.9M | Add +20.2% |
| GM General Motors Co. | 0.24% | 111,531 | $5.9M | Add +27.3% |
| GILD Gilead Sciences Inc. | 0.24% | 64,287 | $5.9M | Add +5.4% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 51,403 | $5.9M | Add +15.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.23% | 35,543 | $5.7M | Reduce -1.9% |
Portfolio Sells Q3 2024 → Q4 2024
| EWJ iShares MSCI Japan ETF | Reduce -74.9% | 0.22% | −0.84 |
| EWQ iShares MSCI France ETF | Sold out | 0.00% | −0.71 |
| EDEN iShares MSCI Denmark ETF | Sold out | 0.00% | −0.65 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.65 |
| EWG iShares MSCI Germany ETF | Reduce -76.4% | 0.15% | −0.60 |
| FLGB Franklin Ftse United Kingdom | Reduce -71.4% | 0.16% | −0.52 |
| EWN iShares MSCI Netherlands ETF | Sold out | 0.00% | −0.51 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.51 |
| EWL iShares MSCI Switzerland ETF | Reduce -70.3% | 0.15% | −0.50 |
| EWT iShares MSCI Taiwan ETF | Sold out | 0.00% | −0.50 |
| EWY iShares MSCI South Korea ETF | Sold out | 0.00% | −0.48 |
| INGR Ingredion Inc. | Reduce -99.5% | 0.00% | −0.23 |
| VEA Vanguard Ftse Developed ETF | Reduce -68.0% | 0.08% | −0.23 |
| MTG Mgic Investment Corp. | Sold out | 0.00% | −0.22 |
| AMG Affiliated Managers Group | Sold out | 0.00% | −0.21 |
| NEU Newmarket Corp. | Sold out | 0.00% | −0.19 |
| WCC Wesco International Inc. | Sold out | 0.00% | −0.19 |
| DE Deere & Co. | Reduce -85.1% | 0.03% | −0.19 |
| FLTW Franklin Ftse Taiwan ETF | Sold out | 0.00% | −0.19 |
| LEA Lear Corp. | Sold out | 0.00% | −0.18 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.18 |
| FLKR Franklin Ftse South Korea | Sold out | 0.00% | −0.18 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -14.4% | 0.63% | −0.17 |
| CNM Core & Main Inc. Class A | Sold out | 0.00% | −0.17 |
| CI The Cigna Group | Reduce -1.9% | 0.36% | −0.15 |
| SIG Signet Jewelers Ltd. | Sold out | 0.00% | −0.14 |
| PLUS Eplus Inc. | Sold out | 0.00% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -3.1% | 0.36% | −0.14 |
| BTU Peabody Energy Corp. | Sold out | 0.00% | −0.14 |
| SNEX Stonex Group Inc. | Sold out | 0.00% | −0.13 |
| CONSOL ENERGY INC | Sold out | 0.00% | −0.12 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.50% | −0.12 |
| ICLN iShares Global Clean Energy | Reduce -9.3% | 0.20% | −0.12 |
| BFH Bread Financial Holdings Inc. | Reduce -99.4% | 0.00% | −0.11 |
| HD Home Depot Inc. | Reduce -5.2% | 0.48% | −0.11 |
| WNC Wabash National Corp. | Sold out | 0.00% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -4.6% | 0.69% | −0.10 |
| CAT Caterpillar Inc. | Reduce -5.2% | 0.37% | −0.10 |
| LBRT Liberty Energy Inc. | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -39.0% | 0.08% | −0.08 |
| XLB SS Materials Select Sector | Reduce -31.7% | 0.09% | −0.08 |
| CLW Clearwater Paper Corp. | Sold out | 0.00% | −0.08 |
| AIT Applied Industrial Tech Inc. | Sold out | 0.00% | −0.07 |
| UFPI Ufp Industries Inc. | Sold out | 0.00% | −0.07 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.06 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.06 |
| FMAT Fidelity MSCI Materials Indx | Sold out | 0.00% | −0.05 |
| AXP American Express Co. | Reduce -8.9% | 0.43% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -58.3% | 0.03% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.6% | 0.45% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Add +670.8% | 5.36% | +4.50 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +557.0% | 1.70% | +1.41 |
| JAAA Janus Henderson Aaa Clo ETF | Add +44.7% | 2.18% | +0.49 |
| SPTI SS SPDR P Int Term TSY ETF | Add +45.8% | 2.42% | +0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +101.2% | 0.91% | +0.42 |
| SPBO SS SPDR P Corp. Bond ETF | Add +45.0% | 2.02% | +0.39 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +41.8% | 1.72% | +0.38 |
| SCHV Schwab US Large-Cap Value | Add +41.4% | 1.91% | +0.36 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +47.8% | 1.68% | +0.35 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +33.1% | 2.07% | +0.33 |
| IWD iShares Russell 1000 Value E | Add +48.3% | 1.42% | +0.32 |
| PG The Procter & Gamble Co. | Add +113.5% | 0.69% | +0.31 |
| IVE iShares S&P 500 Value ETF | Add +40.2% | 1.76% | +0.31 |
| TLT iShares 20+ Year Treasury BD | Add +50.5% | 1.61% | +0.27 |
| BNDX Vanguard Total Intl Bond ETF | Add +43.2% | 1.27% | +0.25 |
| NVDA Nvidia Corp. | Add +28.4% | 1.10% | +0.23 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +16.8% | 2.26% | +0.23 |
| VIS Vanguard Industrials ETF | New | 0.20% | +0.20 |
| SHY iShares 1-3 Year Treasury Bo | Add +44.6% | 0.91% | +0.20 |
| SGOV iShares 0-3 Month Treasury B | Add +20.3% | 2.88% | +0.19 |
| IUSG iShares Core S&P U.S. Growth | Add +18.6% | 1.63% | +0.18 |
| IWF iShares Russell 1000 Growth | Add +16.5% | 1.63% | +0.17 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +62.4% | 0.55% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +65.5% | 0.41% | +0.15 |
| EWS iShares MSCI Singapore ETF | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +11.7% | 1.76% | +0.12 |
| AMZN Amazon.com Inc. | Add +7.8% | 0.94% | +0.11 |
| QCLN First Trust Nasdaq Clean Edg | Add +53.6% | 0.37% | +0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +18.3% | 0.77% | +0.08 |
| TAXF American Century Diver Muni | Add +21.5% | 1.23% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.88% | +0.07 |
| MCK McKesson Corp. | Add +26.3% | 0.29% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +22.9% | 0.92% | +0.07 |
| VDC Vanguard Consumer Staple ETF | New | 0.07% | +0.07 |
| GM General Motors Co. | Add +27.3% | 0.24% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +75.5% | 0.16% | +0.06 |
| MUB iShares National Muni Bond E | Add +21.2% | 0.94% | +0.06 |
| XOM Exxon Mobil Corp. | Add +35.2% | 0.48% | +0.05 |
| IWB iShares Russell 1000 ETF | Add +91.1% | 0.11% | +0.05 |
| VDE Vanguard Energy ETF | Add +69.3% | 0.13% | +0.04 |
| PZA Invesco National Amt-Free Mu | Add +21.6% | 0.71% | +0.04 |
| COF Capital One Financial Corp. | Add +15.4% | 0.22% | +0.04 |
| VHT Vanguard Health Care ETF | Add +172.0% | 0.07% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +27.1% | 0.21% | +0.04 |
| FTEC Fidelity MSCI Info Tech Indx | Add +39.1% | 0.15% | +0.04 |
| IYH iShares U.S. Healthcare ETF | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +14.2% | 0.22% | +0.03 |
| KXI iShares Global Consumer Stap | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +10.3% | 0.32% | +0.03 |
| PRU Prudential Financial Inc. | Add +32.6% | 0.21% | +0.03 |
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 |