CMH Wealth Management LLC
CMH Wealth Management, LLC is an SEC-registered investment adviser providing discretionary investment management and wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, limited partnerships, corporations, and business entities. Services include investment management, financial planning, retirement, estate, tax, insurance, and charitable planning, but not legal or accounting services.
Investment Strategy
Discretionary allocation among mutual funds, exchange-traded funds, individual debt (bond) and equity (stock) securities, tailored to client objectives. Strategies are documented in a Strategic Investment Allocation and validated by an Investment Policy Statement, reviewed and updated periodically. Clients may impose reasonable restrictions on accounts, communicated in writing.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.88% | $27.6M | 53,261 | $160.28 | $517.95 | +$407.6K |
G GOOGL | ALPHABET INC | 5.65% | $26.5M | 109,035 | $71.73 | $243.10 | +$6.1M |
A AMZN | AMAZON COM INC | 4.84% | $22.7M | 103,341 | $99.34 | $219.57 | -$394.3K |
A AAPL | APPLE INC | 4.20% | $19.7M | 77,400 | $71.76 | $254.63 | -$521.4K |
T TMSL | T ROWE PRICE ETF INC | 3.70% | $17.3M | 493,290 | $32.82 | $35.17 | +$1.3M |