CDM FINANCIAL COUNSELING SERVICES, INC. - Portfolio overview

CDM FINANCIAL COUNSELING SERVICES, INC. has 80 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 11.93%
2. XLK - SELECT SECTOR SPDR TR, 8.45%
3. VTI - VANGUARD INDEX FDS, 5.96%

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

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