13F Filings for Chesapeake Wealth Management (CIK: 1730383)
View the most recent portfolio holdings disclosed by Chesapeake Wealth Management in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 160.89K | $15.96M | 5.32% | Decreased | 363 (0.0%, $9.14K) |
| MSFT - MICROSOFT CORP(Class: COM) | 28.54K | $14.20M | 4.74% | Decreased | 367 (1.0%, $3.35M) |
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 130.54K | $10.38M | 3.46% | Increased | 2.42K (1.0%, $264.06K) |
| AAPL - APPLE INC(Class: COM) | 47.23K | $9.69M | 3.23% | Decreased | 287 (0.0%, $864.81K) |
| XLK - SELECT SECTOR SPDR TR(Class: TECHNOLOGY) | 36.82K | $9.32M | 3.11% | Decreased | 521 (1.0%, $1.61M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 58.68K | $9.27M | 3.09% | Decreased | 673 (1.0%, $2.84M) |
| SCHF - SCHWAB STRATEGIC TR(Class: INTL EQTY ETF) | 381.51K | $8.43M | 2.81% | Increased | 7.57K (2.0%, $1.03M) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 11.34K | $7.04M | 2.35% | Increased | 114 (1.0%, $732.82K) |
| LQD - ISHARES TR(Class: IBOXX INV CP ETF) | 62.11K | $6.81M | 2.27% | Increased | 445 (0.0%, $105.51K) |
| EFA - ISHARES TR(Class: MSCI EAFE ETF) | 74.98K | $6.70M | 2.24% | Decreased | 55 (0.0%, $569.84K) |
| IWR - ISHARES TR(Class: RUS MID CAP ETF) | 67.13K | $6.17M | 2.06% | Increased | 786 (1.0%, $530.03K) |
| SPMB - SPDR SERIES TRUST(Class: PORT MTG BK ETF) | 271.21K | $5.99M | 2.00% | Decreased | 8.40K (3.0%, $171.57K) |
| BNDX - VANGUARD CHARLOTTE FDS(Class: TOTAL INT BD ETF) | 119.09K | $5.90M | 1.97% | Increased | 22 (0.0%, $83.25K) |
| SCHG - SCHWAB STRATEGIC TR(Class: US LCAP GR ETF) | 172.99K | $5.05M | 1.69% | Decreased | 1.38K (0.0%, $686.91K) |
| SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF) | 202.69K | $4.83M | 1.61% | Decreased | 5.39K (2.0%, $350.13K) |
| N/A - ISHARES TR(Class: BROAD USD HIGH) | 128.33K | $4.81M | 1.61% | Increased | 1.46K (1.0%, $143.68K) |
| AMZN - AMAZON COM INC(Class: COM) | 20.96K | $4.60M | 1.53% | Increased | 71 (0.0%, $624.04K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 7.30K | $4.51M | 1.50% | Decreased | 205 (2.0%, $312.08K) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 25.25K | $4.45M | 1.48% | Decreased | 608 (2.0%, $451.15K) |
| DBEF - DBX ETF TR(Class: XTRACK MSCI EAFE) | 99.50K | $4.35M | 1.45% | Increased | 84 (0.0%, $48.41K) |
| SCHA - SCHWAB STRATEGIC TR(Class: US SML CAP ETF) | 166.82K | $4.22M | 1.41% | Increased | 2.68K (1.0%, $374.72K) |
| IWV - ISHARES TR(Class: RUSSELL 3000 ETF) | 11.14K | $3.91M | 1.30% | Decreased | 504 (4.0%, $211.67K) |
| AVGO - BROADCOM INC(Class: COM) | 14.07K | $3.88M | 1.29% | Decreased | 1.22K (7.0%, $1.32M) |
| META - META PLATFORMS INC(Class: CL A) | 4.63K | $3.41M | 1.14% | Decreased | 261 (5.0%, $597.73K) |
| XLF - SELECT SECTOR SPDR TR(Class: FINANCIAL) | 63.55K | $3.33M | 1.11% | Increased | 5.65K (9.0%, $444.05K) |