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Andrew D. Sawyer

Cdm Financial Counseling Services, Inc.

Assets Managed
$116.052M
Holdings
77
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.05%(2Q avg: 4.48%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cdm Financial Counseling Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Cdm Financial Counseling Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 116.052M in assets, with a quarterly growth rate of 11.05% and a 2-quarter average growth rate of 4.48%. The portfolio is managed by Andrew D. Sawyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.04%
11.97%
$13.884M
18,592 shares@ $746.77 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -3.55%
10.53%
$12.212M
64,098 shares@ $190.53 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.23%
6.3%
$7.302M
19,733 shares@ $370.05 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.37%
5.29%
$6.134M
25,926 shares@ $236.61 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 376.14%
3.57%
$4.142M
47,114 shares@ $87.91 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.13%
3.24%
$3.756M
23,768 shares@ $158.03 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Decreased -6.48%
3.11%
$3.606M
33,659 shares@ $107.13 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.76%
2.94%
$3.403M
9,123 shares@ $373.04 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -1.45%
2.88%
$3.338M
5,210 shares@ $640.75 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 490.79%
2.37%
$2.745M
31,861 shares@ $86.15 avg price

1-10 of 77