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Sbe LLC Dba Cedar Cove Wealth Partners Portfolio
$211.4M across 84 positions as of 2026-09-30, with 60% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | $42.3M | 20.0% | 387,728 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $21M | 9.9% | 248,418 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $16.9M | 8.0% | 188,516 |
| SMHVanEck Semiconductor ETF | $11.3M | 5.4% | 18,618 |
| ALPS ETF TR | $7.2M | 3.4% | 293,601 |
| VANECK FDS | $7M | 3.3% | 179,201 |
| URNMSPROTT FDS TR | $6.3M | 3.0% | 133,346 |
| GDXVanEck Gold Miners ETF | $5.6M | 2.6% | 63,430 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $5.2M | 2.4% | 29,156 |
| TEMA ETF TRUST | $4.9M | 2.3% | 137,580 |
| JPSTJPMorgan Ultra-Short Income ETF | $4.5M | 2.1% | 89,495 |
| SIMPLIFY EXCHANGE TRADED FUN | $4.4M | 2.1% | 113,811 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $4.2M | 2.0% | 40,616 |
| DOUBLELINE ETF TRUST | $4M | 1.9% | 78,666 |
| VANECK ETF TRUST | $3.6M | 1.7% | 56,421 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $3.5M | 1.6% | 96,798 |
| CEFSprott Physical Gold and Silver Trust | $3.2M | 1.5% | 77,436 |
| NUSHARES ETF TR | $3M | 1.4% | 60,950 |
| RBB FD INC | $2.8M | 1.3% | 63,801 |
| TIDAL TRUST III | $2.8M | 1.3% | 131,382 |
| XLKState Street Technology Select Sector SPDR ETF | $2.2M | 1.1% | 11,364 |
| DBX ETF TR | $2.1M | 1.0% | 49,445 |
| AAPLApple Inc | $2.1M | 1.0% | 6,376 |
| RUNWAY GROWTH FINANCE CORP | $2M | 1.0% | 307,018 |
| BARINGS BDC INC | $2M | 0.9% | 231,454 |
| GSBDGOLDMAN SACHS BDC INC | $1.9M | 0.9% | 211,445 |
| NULGNuveen ESG Large-Cap Growth ETF | $1.9M | 0.9% | 16,713 |
| EUSBiShares ESG Advanced Universal USD Bond ETF | $1.8M | 0.8% | 42,836 |
| OAKTREE SPECIALTY LENDING | $1.6M | 0.8% | 133,596 |
| NVDANVIDIA Corp | $1.4M | 0.7% | 6,175 |
| SCHVSchwab U.S. Large-Cap Value ETF | $1.1M | 0.5% | 33,730 |
| IVViShares Core S&P 500 ETF | $1.1M | 0.5% | 1,444 |
| PWRQuanta Services Inc | $1M | 0.5% | 1,561 |
| PIMCO ETF TR | $983.6K | 0.5% | 9,976 |
| ANETArista Networks Inc | $963.7K | 0.5% | 4,734 |
| NUSHARES ETF TR | $930.5K | 0.4% | 17,674 |
| IWDiShares Russell 1000 Value ETF | $916.9K | 0.4% | 3,698 |
| PANWPalo Alto Networks Inc | $877.8K | 0.4% | 2,209 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $852.7K | 0.4% | 1,869 |
| LLYEli Lilly and Co | $820.1K | 0.4% | 709 |
| AMCOR PLC | $817.5K | 0.4% | 19,530 |
| GOOGLAlphabet Inc | $804K | 0.4% | 2,337 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $719.5K | 0.3% | 9,515 |
| AMATApplied Materials Inc | $710.3K | 0.3% | 1,389 |
| IWFiShares Russell 1000 Growth ETF | $659.9K | 0.3% | 5,268 |
| AMZNAmazon.com Inc | $650.7K | 0.3% | 2,612 |
| METAMeta Platforms Inc | $648.2K | 0.3% | 894 |
| ISHARES TR | $638.9K | 0.3% | 23,642 |
| URIUnited Rentals Inc | $594.4K | 0.3% | 594 |
| COSTCostco Wholesale Corp | $567.8K | 0.3% | 624 |
| HOODRobinhood Markets Inc | $555.2K | 0.3% | 4,935 |
| SNOWSnowflake Inc | $552.1K | 0.3% | 1,626 |
| JPMJPMorgan Chase & Co | $506.3K | 0.2% | 1,530 |
| ADIAnalog Devices Inc | $498.1K | 0.2% | 1,256 |
| UNHUnitedHealth Group Inc | $479.6K | 0.2% | 1,306 |
| MRVLMarvell Technology Inc | $463.9K | 0.2% | 1,756 |
| VVisa Inc | $459.7K | 0.2% | 1,279 |
| GEGeneral Electric Co | $458.9K | 0.2% | 1,469 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $457.7K | 0.2% | 8,659 |
| DXCMDexcom Inc | $448.4K | 0.2% | 5,197 |
| BLKBlackRock Inc | $444.8K | 0.2% | 420 |
| NTAPNetApp Inc | $435.4K | 0.2% | 2,073 |
| FIRST TR EXCHANGE-TRADED ALP | $391K | 0.2% | 2,204 |
| MSFTMicrosoft Corp | $377.3K | 0.2% | 736 |
| IWPiShares Russell Midcap Growth ETF | $362.7K | 0.2% | 2,635 |
| VANECK ETF TRUST | $356K | 0.2% | 15,331 |
| FCXFreeport-McMoRan Inc | $353K | 0.2% | 5,043 |
| ISHARES TR | $350.1K | 0.2% | 7,761 |
| INCYIncyte Corp | $349.2K | 0.2% | 2,878 |
| VANECK MERK GOLD ETF | $343.7K | 0.2% | 8,614 |
| NYTNew York Times Co | $318.6K | 0.2% | 5,001 |
| GDGeneral Dynamics Corp | $308.2K | 0.1% | 929 |
| GEVGE Vernova Inc | $302.4K | 0.1% | 318 |
| USXFiShares ESG Advanced MSCI USA ETF | $286.8K | 0.1% | 4,214 |
| UBERUber Technologies Inc | $275.8K | 0.1% | 4,025 |
| CEGConstellation Energy Corp | $272.9K | 0.1% | 1,074 |
| PSXPhillips 66 | $269.1K | 0.1% | 1,054 |
| DASHDoorDash Inc | $254.6K | 0.1% | 1,387 |
| TRANE TECHNOLOGIES PLC | $238.4K | 0.1% | 528 |
| MUMicron Technology Inc | $214.1K | 0.1% | 201 |
| SCHWAB STRATEGIC TR | $212.7K | 0.1% | 6,251 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $211.4K | 0.1% | 4,255 |
| SPYState Street SPDR S&P 500 ETF Trust | $210.7K | 0.1% | 276 |
| CSXCSX Corp | $203.3K | 0.1% | 4,371 |
Quarter ending 2026-09-30.
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