13F HOLDINGS REPORT

CFM WEALTH PARTNERS LLC

Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001951757-23-000035

Total Value

$334.0M

Positions

153

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (63)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	246,214	$94.6M	25.08%
2	SPDR INDEX SHS FDS	78463X509	1,649,648	$54.4M	14.42%
3	SPDR SER TR	78464A649	1,980,147	$49.8M	13.19%
4	SPDR INDEX SHS FDS	78463X889	1,550,059	$46.0M	12.20%
5	SSGA ACTIVE ETF TR	78467V848	541,539	$21.7M	5.75%
6	ISHARES TR	464288414	182,134	$19.2M	5.10%
7	SPDR SER TR	78468R853	383,534	$14.2M	3.76%
8	SPDR SER TR	78468R663	99,723	$9.1M	2.42%
9	VANGUARD INTL EQUITY INDEX F	922042858	162,607	$6.3M	1.68%
10	SPDR SER TR	78464A854	140,432	$6.3M	1.67%
11	VANGUARD SPECIALIZED FUNDS	921908844	39,198	$6.0M	1.58%
12	VANGUARD TAX-MANAGED FDS	921943858	108,986	$4.6M	1.21%
13	VANGUARD INDEX FDS	922908751	24,592	$4.5M	1.20%
14	ISHARES TR	464288158	40,714	$4.2M	1.13%
15	VANGUARD MUN BD FDS	922907746	80,590	$4.0M	1.06%
16	WISDOMTREE TR	WT	80,676	$2.9M	0.76%
17	VANGUARD WHITEHALL FDS	921946406	18,080	$2.0M	0.52%
18	ISHARES TR	464287804	17,980	$1.7M	0.45%
19	ISHARES TR	464287622	7,902	$1.7M	0.44%
20	PEPSICO INC	PEP	8,895	$1.6M	0.43%
21	INVESCO EXCHANGE TRADED FD T	IVZ	9,052	$1.4M	0.37%
22	VANGUARD INDEX FDS	922908611	8,563	$1.4M	0.36%
23	SPDR SER TR	78468R861	62,759	$1.2M	0.31%
24	APPLE INC	AAPL	7,766	$1.0M	0.27%
25	VANGUARD WHITEHALL FDS	921946794	16,251	$968,072	0.26%
26	ISHARES TR	464288323	16,683	$874,189	0.23%
27	SSGA ACTIVE ETF TR	78467V608	19,875	$812,888	0.22%
28	INVESCO ACTVELY MNGD ETC FD	IVZ	54,958	$812,279	0.22%
29	ISHARES INC	46434G103	16,482	$769,709	0.20%
30	SPDR SER TR	78464A391	34,211	$703,378	0.19%
31	NUSHARES ETF TR	NU	26,305	$669,199	0.18%
32	VANGUARD INDEX FDS	922908538	3,496	$628,401	0.17%
33	VANGUARD INDEX FDS	922908736	2,930	$624,412	0.17%
34	SPDR INDEX SHS FDS	78463X871	19,612	$576,789	0.15%
35	VANGUARD INDEX FDS	922908512	4,222	$570,983	0.15%
36	VANGUARD INDEX FDS	922908744	3,982	$558,953	0.15%
37	VANGUARD INDEX FDS	922908595	2,666	$534,640	0.14%
38	NUSHARES ETF TR	NU	19,519	$503,590	0.13%
39	ISHARES TR	46432F842	7,888	$486,195	0.13%
40	EXXON MOBIL CORP	XOM	4,087	$450,796	0.12%
41	ISHARES TR	46434V407	10,996	$449,626	0.12%
42	WISDOMTREE TR	WT	15,462	$439,739	0.12%
43	JOHNSON & JOHNSON	JNJ	2,455	$433,670	0.11%
44	PIMCO ETF TR	72201R866	8,135	$417,976	0.11%
45	ISHARES TR	464288802	4,607	$379,248	0.10%
46	FIRST TR EXCH TRADED FD III	33739N108	7,528	$377,228	0.10%
47	PROCTER AND GAMBLE CO	742718109	2,461	$372,989	0.10%
48	SPDR INDEX SHS FDS	78463X749	9,029	$369,286	0.10%
49	NUSHARES ETF TR	NU	16,673	$341,213	0.09%
50	ISHARES TR	464287598	2,244	$340,303	0.09%
51	ISHARES TR	464287614	1,571	$336,571	0.09%
52	WISDOMTREE TR	WT	7,872	$335,741	0.09%
53	VANGUARD INDEX FDS	922908553	3,225	$266,025	0.07%
54	ISHARES TR	464287630	1,909	$264,721	0.07%
55	ISHARES TR	464287226	2,710	$262,875	0.07%
56	NUSHARES ETF TR	NU	6,975	$238,406	0.06%
57	ISHARES TR	464289859	3,909	$233,563	0.06%
58	WISDOMTREE TR	WT	4,837	$227,521	0.06%
59	YUM BRANDS INC	YUM	1,708	$218,797	0.06%
60	HINGHAM INSTN SVGS MASS	433323102	775	$213,869	0.06%
61	NOVO-NORDISK A S	NONOF	1,527	$206,664	0.05%
62	VANGUARD BD INDEX FDS	921937827	2,742	$206,418	0.05%
63	DESTINATION XL GROUP INC	DXLG	11,661	$78,712	0.02%