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Max Chun-Van Osdol

C M Bidwell & Associates Ltd

Assets Managed
$214.144M
Holdings
483
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
1.12%(2Q avg: 1.49%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in C M Bidwell & Associates Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 483 positions.

Assets under management

The assets under management (AUM) of C M Bidwell & Associates Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 214.144M in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 1.49%. The portfolio is managed by Max Chun-Van Osdol, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.02%
11.87%
$25.413M
42,529 shares@ $597.56 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 7.37%
6.39%
$13.673M
174,383 shares@ $78.41 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 22.49%
4.15%
$8.877M
365,774 shares@ $24.28 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 8.02%
4.1%
$8.76M
175,370 shares@ $49.95 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.84%
3.9%
$8.346M
26,016 shares@ $320.81 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
3.78%
$8.087M
32,610 shares@ $248.0 avg price
GVI
Ishares Intermediate Governm
Recent Activity
Increased 0.67%
3.5%
$7.487M
70,185 shares@ $106.69 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
3.16%
$6.748M
10,331 shares@ $653.22 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.45%
2.31%
$4.931M
76,944 shares@ $64.08 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 0.96%
2.28%
$4.877M
100,643 shares@ $48.47 avg price

1-10 of 483