SBE LLC DBA CEDAR COVE WEALTH PARTNERS - Portfolio overview

SBE LLC DBA CEDAR COVE WEALTH PARTNERS has 88 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. JUST - GOLDMAN SACHS ETF TR, 19.11%
2. DMXF - ISHARES TR, 9.40%
3. TSEL - TOUCHSTONE ETF TRUST, 7.60%

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

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