Universe · entity
Curbstone Financial Management Corp
Institutional manager (13F) · CIK 1608057
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $375M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR Bloomberg Inter Floating | $39M | 1,270,626 |
| 2 | Schwab International Equity ET | $20M | 821,161 |
| 3 | SPDR S&P Mid Cap 400 ETF (MDY) | $19M | 31,188 |
| 4 | Vanguard Short Ter Corp Bd ETF | $17M | 208,934 |
| 5 | Schwab US Mid Cap ETF (SCHM) | $16M | 515,319 |
| 6 | Vanguard S&P 500 ETF (VOO) | $16M | 25,972 |
| 7 | Schwab US Dividend Equity ETF | $16M | 505,810 |
| 8 | Apple Inc (AAPL) | $15M | 60,431 |
| 9 | Schwab US Large Cap Growth ETF | $15M | 512,255 |
| 10 | Vanguard Intermediate Corp ETF | $11M | 135,928 |
| 11 | Alphabet Inc Class C (GOOG) | $10M | 34,027 |
| 12 | Schwab US Small Cap ETF (SCHA) | $10M | 327,468 |
| 13 | Microsoft Corp (MSFT) | $8M | 22,128 |
| 14 | Schwab US Broad Mkt ETF (SCHB) | $8M | 302,522 |
| 15 | Invesco SP 500 Equal Weight ET | $8M | 39,467 |
| 16 | Amazon Inc (AMZN) | $7M | 34,790 |
| 17 | Schwab US Large Cap ETF (SCHX) | $7M | 278,800 |
| 18 | Exxon Mobil Corp (XOM) | $7M | 38,964 |
| 19 | JP Morgan Chase & Co (JPM) | $6M | 21,420 |
| 20 | Johnson & Johnson (JNJ) | $6M | 25,366 |
| 21 | IShares TIPS ETF (TIP) | $6M | 53,340 |
| 22 | Cisco Systems (CSCO) | $6M | 74,762 |
| 23 | Schwab US TIPS ETF (SCHP) | $5M | 204,170 |
| 24 | TJX Companies (TJX) | $5M | 32,424 |
| 25 | IShares Nat'l Muni Bond ETF (M | $5M | 46,992 |
| 26 | Barings Corporate Investors (M | $5M | 289,134 |
| 27 | RTX Corp (RTX) | $5M | 24,988 |
| 28 | JPMorgan BetaBuilders Europe E | $5M | 63,980 |
| 29 | Schwab US Aggregate Bond ETF ( | $4M | 187,500 |
| 30 | IShares Short Term Nat'l Muni | $4M | 40,460 |
| 31 | SPDR S&P 500 ETF (SPY) | $4M | 6,299 |
| 32 | Berkshire Hathaway B (BRKB) | $4M | 8,278 |
| 33 | IShares MSCI EAFE ETF (EFA) | $4M | 39,833 |
| 34 | Vanguard Small Cap Growth ETF | $4M | 12,130 |
| 35 | iShares Preferred Income Sec E | $4M | 119,793 |
| 36 | Pepsico (PEP) | $4M | 23,328 |
| 37 | Hyster-Yale Inc (HY) | $3M | 107,398 |
| 38 | VISA Inc CL A (V) | $3M | 11,182 |
| 39 | Nvidia (NVDA) | $3M | 19,270 |
| 40 | iShares 1-5 Yr Inv Grade Corp | $3M | 63,190 |
| 41 | Procter & Gamble (PG) | $3M | 21,390 |
| 42 | Eli Lilly (LLY) | $3M | 3,352 |
| 43 | Schwab Emerging Mkts Equity ET | $3M | 91,744 |
| 44 | Nacco Industries Cl A (NC) | $3M | 57,542 |
| 45 | Merck & Co (MRK) | $3M | 24,064 |
| 46 | Chevron Corp (CVX) | $3M | 13,406 |
| 47 | Alphabet Inc Class A (GOOGL) | $3M | 9,278 |
| 48 | Phillips 66 (PSX) | $3M | 14,454 |
| 49 | iShares CORE S&P 500 ETF (IVV) | $3M | 3,976 |
| 50 | Hamilton Beach Brands Class A | $3M | 136,898 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.