§ 13F · FUND PROFILE
CCM INVESTMENT GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 207Turnover · — · Q1Filed · May 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IDEV | ISHARES TR | 1.44M | $99.7T | 10.5% | — |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.90M | $97.2T | 10.3% | — |
| 3 | AVUV | AMERICAN CENTY ETF TR | 1.01M | $88.1T | 9.3% | — |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 1.26M | $57.3T | 6.1% | — |
| 5 | AVRE | AMERICAN CENTY ETF TR | 1.20M | $51.4T | 5.4% | — |
| 6 | AVDV | AMERICAN CENTY ETF TR | 715K | $50.4T | 5.3% | — |
| 7 | AVES | AMERICAN CENTY ETF TR | 796K | $37.8T | 4.0% | — |
| 8 | AAPL | APPLE INC | 99K | $21.5T | 2.3% | — |
| 9 | XOM | EXXON MOBIL CORP | 81K | $9.6T | 1.0% | — |
| 10 | JNJ | JOHNSON & JOHNSON | 51K | $8.3T | 0.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CCM SIGNAL
AC read
CCM INVESTMENT GROUP, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed