CUTLER INVESTMENT COUNSEL LLC
CIK 1285973 · Holdings on Mar 31, 2025 · First reported May 8, 2025
Top ten holdings
Q1 2025- IGSB4.83%
- VO4.66%
- IEFA4.24%
- SPEM3.67%
- MSFT3.21%
- SPAB3.02%
- JIRE2.96%
- IUSG2.94%
- GOVT2.76%
- VUG2.58%
Share classes counted separately34.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JIREWeight increased · +1.11 pp1.85% → 2.96%Shares +132.44K (+51.97%)
- IEFAWeight increased · +0.69 pp3.55% → 4.24%Shares +60.29K (+14.84%)
- MSFTWeight decreased · -0.61 pp3.82% → 3.21%Shares -1.69K (-2.31%)
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 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $40.17M | 4.83% | 767.05K shares | 4.53% → 4.83%+0.30 pp +61.98K (+8.79%) | Added | ↗▾ |
| 02 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $38.75M | 4.66% | 149.83K shares | 4.50% → 4.66%+0.16 pp +12.95K (+9.46%) | Added | ↗▾ |
| 03 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $35.29M | 4.24% | 466.49K shares | 3.55% → 4.24%+0.69 pp +60.29K (+14.84%) | Added | ↗▾ |
| 04 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $30.51M | 3.67% | 775.00K shares | 3.50% → 3.67%+0.17 pp +42.00K (+5.73%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $26.75M | 3.21% | 71.25K shares | 3.82% → 3.21%-0.61 pp -1.69K (-2.31%) | Reduced | ↗▾ |
| 06 | SPABSS SPDR P AGG BOND ETFPORTFOLIO AGRGTE View history and evidence | $25.13M | 3.02% | 983.96K shares | 2.64% → 3.02%+0.38 pp +134.89K (+15.89%) | Added | ↗▾ |
| 07 | JIREJPMORGAN INT RES ENH EQTYINTRNL RES EQT View history and evidence | $24.68M | 2.96% | 387.26K shares | 1.85% → 2.96%+1.11 pp +132.44K (+51.97%) | Added | ↗▾ |
| 08 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $24.49M | 2.94% | 192.68K shares | 3.25% → 2.94%-0.31 pp +5.39K (+2.88%) | Added | ↗▾ |
| 09 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $22.94M | 2.76% | 998.09K shares | 2.61% → 2.76%+0.15 pp +85.60K (+9.38%) | Added | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $21.43M | 2.58% | 57.80K shares | 2.75% → 2.58%-0.17 pp +3.95K (+7.33%) | Added | ↗▾ |
Options overlay 1
$94.58K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
COSTCOSTCO WHOLESALE CORP View history and evidence | Call | 100 | $94.58K | +100 | ▾ |
1 / 1 options · preview only
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SO SOUTHERN CO/THE | Non-derivative | -5,627 | -$463.21K | SEC filing ↗ | SEC filing ↗ |
| VMBS VANGUARD MORTGAGE-BACKED SEC | Non-derivative | -5,412 | -$245.38K | SEC filing ↗ | SEC filing ↗ |
| AVGO BROADCOM INC | Non-derivative | -1,030 | -$238.80K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 1285973 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 832375692
}Research all 133 reported holdings.
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