C M BIDWELL & ASSOCIATES LTD
CIK 1091860 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- BSV7.49%
- IWB6.62%
- VTI4.12%
- IWM4.01%
- GVI3.70%
- VOO3.60%
- VTIP3.07%
- ISTB2.82%
- BND2.55%
- ACWX2.31%
Share classes counted separately40.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWBWeight increased · +2.03 pp4.59% → 6.62%Shares +12.43K (+52.98%)
- SCHOWeight increased · +0.99 pp0.94% → 1.93%Shares +67.62K (+105.08%)
- VTIPWeight increased · +0.58 pp2.49% → 3.07%Shares +17.50K (+20.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BSVVANGUARD SHORT-TERM BOND ETF View history and evidence | $12.45M | 7.49% | 159.08K shares | 7.30% → 7.49%+0.19 pp +3.67K (+2.36%) | Added | ↗▾ |
| 02 | IWBISHARES RUSSELL 1000 ETF View history and evidence | $11.01M | 6.62% | 35.89K shares | 4.59% → 6.62%+2.03 pp +12.43K (+52.98%) | Added | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-US View history and evidence | $6.85M | 4.12% | 24.93K shares | 4.42% → 4.12%-0.30 pp -137 (-0.55%) | Reduced | ↗▾ |
| 04 | IWMISHARES RUSSELL 2000 ETF View history and evidence | $6.66M | 4.01% | 33.41K shares | 4.49% → 4.01%-0.48 pp -46 (-0.14%) | Reduced | ↗▾ |
| 05 | GVIISHARES INTERMEDIATE GOVERNM View history and evidence | $6.15M | 3.70% | 58.00K shares | 3.67% → 3.70%+0.03 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETF View history and evidence | $5.99M | 3.60% | 11.65K shares | 3.78% → 3.60%-0.18 pp +114 (+0.99%) | Added | ↗▾ |
| 07 | VTIPVANGUARD SHORT-TERM TIPS View history and evidence | $5.10M | 3.07% | 102.20K shares | 2.49% → 3.07%+0.58 pp +17.50K (+20.67%) | Added | ↗▾ |
| 08 | ISTBISHARES CORE 1-5 YEAR USD BO View history and evidence | $4.69M | 2.82% | 96.90K shares | 2.79% → 2.82%+0.03 pp +906 (+0.94%) | Added | ↗▾ |
| 09 | BNDVANGUARD TOTAL BOND MARKET View history and evidence | $4.25M | 2.55% | 57.80K shares | 2.44% → 2.55%+0.11 pp +1.89K (+3.37%) | Added | ↗▾ |
| 10 | ACWXISHARES MSCI ACWI EX US ETF View history and evidence | $3.84M | 2.31% | 69.18K shares | 2.19% → 2.31%+0.12 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 95
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ZG ZILLOW GROUP INC - A | Non-derivative | -4,555 | -$322.72K | SEC filing ↗ | SEC filing ↗ |
| LEN LENNAR CORP-A | Non-derivative | -1,681 | -$229.24K | SEC filing ↗ | SEC filing ↗ |
| ZS ZSCALER INC | Non-derivative | -1,259 | -$227.14K | SEC filing ↗ | SEC filing ↗ |
3 / 95 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1091860 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 166180451
}Research all 439 reported holdings.
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