CM

C M BIDWELL & ASSOCIATES LTD

13F
C M BIDWELL & ASSOCIATES LTD
Last update 2024-11-13 497 Stocks (81 new)
Value $163.00 Mil Turnover 15 %
Countries:
Top Holdings: BSV(7.05%)IWM(4.51%)IWB(4.50%)VTI(4.36%)VOO(3.81%)
Portfolio Report
Summary Stock Picks Current Portfolio
C M BIDWELL & ASSOCIATES LTD Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSV 		Vanguard Short-Term Bond ETF
146,077
11494.770
+37.23%
7.050
+1.91%
0.030
-1.26%
-0.38%
33489.700
 
IWM 		iShares Russell 2000 ETF
33,293
7354.090
0%
4.510
0%
0.010
-1.42%
-0.56%
71209.895
 
IWB 		iShares Russell 1000 ETF
23,373
7348.240
-6.63%
4.500
-0.33%
0.020
+0.15%
-0.40%
39577.897
 
VTI 		Vanguard Total Stock Market ETF
25,100
7107.420
-0.21%
4.360
-0.01%
0.000
+0.03%
-0.48%
438517.238
 
VOO 		Vanguard S&P 500 ETF
11,785
6218.590
-8.06%
3.810
-0.35%
0.000
-0.34%
-0.66%
539978.487
 
GVI 		iShares Intermediate Government/Credit Bond ETF
51,360
5500.660
+3.34%
3.370
+0.11%
0.160
-1.24%
-0.68%
3291.982
 
ISTB 		iShares Core 1-5 Year USD Bond ETF
90,480
4404.570
+0.93%
2.700
+0.02%
0.110
-0.26%
-0.35%
4222.699
 
BIV 		Vanguard Intermediate-Term Bond ETF
52,783
4136.620
+132.96%
2.540
+1.45%
0.020
-3.90%
-1.19%
19986.666
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
80,958
3992.030
+2.58%
2.450
+0.06%
0.040
-0.86%
+0.21%
11694.587
 
VEA 		Vanguard FTSE Developed Markets ETF
74,287
3923.080
-0.77%
2.400
-0.02%
0.000
-8.68%
-0.50%
137579.265
 

C M BIDWELL & ASSOCIATES LTD's Historical Top Holdings Breakdowns

C M BIDWELL & ASSOCIATES LTD's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+1.91%
●
76.38 ($77.89) 78.87
$76.97
-1.18%
Add 37.23%
146,077
39,632
BSV 		Vanguard Short-Term Bond ETF2024-06-30Add
+1.55%
●
75.81 ($76.3) 76.76
$76.97
0.88%
Add 39.47%
106,445
30,123
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+1.45%
●
74.26 ($77.1) 78.84
$73.79
-4.29%
Add 132.96%
52,783
30,125
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+1.25%
●
20.37 ($21.79) 22.62
$23.10
6.01%
Add 205.33%
134,388
30,125
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+1.21%
●
25.79 ($26.41) 26.9
$25.73
-2.57%
Add 127.82%
130,620
36,643
BSV 		Vanguard Short-Term Bond ETF2023-09-30Add
+1.04%
●
74.97 ($75.38) 75.93
$76.97
2.11%
Add 52.35%
52,589
18,071
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+1.02%
●
19.98 ($21.35) 22.17
$22.58
5.76%
Add 139.44%
128,778
24,999
BSV 		Vanguard Short-Term Bond ETF2024-03-31Add
+0.93%
●
76.34 ($76.71) 77.25
$76.97
0.34%
Add 30.53%
76,322
17,850
VTEB 		Vanguard Tax-Exempt Bond ETF2024-09-30Add
+0.91%
●
49.93 ($50.68) 51.15
$49.54
-2.26%
Add 82.93%
63,761
28,905
SCHP 		Schwab U.S. Tips ETF2023-06-30Add
+0.76%
●
51.79 ($52.47) 53.28
$25.73
-50.96%
Add 54.57%
55,874
19,726

C M BIDWELL & ASSOCIATES LTD Total Holding History ($B)

To

C M BIDWELL & ASSOCIATES LTD's Asset Allocation

To

C M BIDWELL & ASSOCIATES LTD Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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C M BIDWELL & ASSOCIATES LTD's Hypothetical Growth since 2024-09-30

C M BIDWELL & ASSOCIATES LTD's Yearly Returns

Year Portfolio % % Excess Gain %

C M BIDWELL & ASSOCIATES LTD's Holdings Heat Map

Size field:

C M BIDWELL & ASSOCIATES LTD's Holdings Bubble Chart

C M BIDWELL & ASSOCIATES LTD News

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