CHB Investment Group, LLC - Portfolio overview

CHB Investment Group, LLC has 69 reported holdings in this dataset, with the latest filing dated 2025-07-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BIV - VANGUARD BD INDEX FDS, 6.74%
2. LQD - ISHARES TR, 6.41%
3. ANGL - VANECK ETF TRUST, 4.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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