Cgc Financial Services, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 360 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $54.8B, J P Morgan Exchange Traded F with a value of $30.9B, Ishares Tr with a value of $30.8B, American Centy ETF Tr Avantis with a value of $22.9B, and Ishares Msci Intl Momentum Fac with a value of $10.6B.
Examining the 13F form we can see an decrease of $27.2B in the current position value, from $218B to 191B.
Cgc Financial Services, LLC is based out at Lake Oswego, OR
Below you can find more details about Cgc Financial Services, LLC portfolio as well as his latest detailed transactions.