0001737089-23-000003.txt : 20230504 0001737089-23-000003.hdr.sgml : 20230504 20230504135729 ACCESSION NUMBER: 0001737089-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX Institutional CENTRAL INDEX KEY: 0001737089 IRS NUMBER: 824336420 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18844 FILM NUMBER: 23887851 BUSINESS ADDRESS: STREET 1: 200 EAST 7TH STREET CITY: AUBURN STATE: IN ZIP: 46706 BUSINESS PHONE: 2609271830 MAIL ADDRESS: STREET 1: 200 EAST 7TH STREET CITY: AUBURN STATE: IN ZIP: 46706 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001737089 XXXXXXXX 03-31-2023 03-31-2023 CX Institutional

200 EAST 7TH STREET AUBURN IN 46706

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565849106 1692801 65062 SH SOLE 0 0 65062 MARATHON PETE CORP COM 56585A102 721544 5327 SH SOLE 0 0 5327 MARSH & MCLENNAN COS INC COM 571748102 2651931 15797 SH SOLE 0 0 15797 MASTERCARD INCORPORATED CL A 57636Q104 2958178 8081 SH SOLE 0 0 8081 MCDONALDS CORP COM 580135101 2256798 8011 SH SOLE 0 0 8011 MCKESSON CORP COM 58155Q103 4172540 11549 SH SOLE 0 0 11549 MERCK & CO INC COM 58933Y105 2054895 18990 SH SOLE 0 0 18990 MICROSOFT CORP COM 594918104 19863452 69087 SH SOLE 0 0 69087 MICROCHIP TECHNOLOGY INC COM 595017104 4375719 52715 SH SOLE 0 0 52715 MODERNA INC COM 60770K107 352112 2234 SH SOLE 0 0 2234 MONDELEZ INTL INC CL A 609207105 2539814 36193 SH SOLE 0 0 36193 MONSTER BEVERAGE CORP NEW COM 61174X109 355898 6625 SH SOLE 0 0 6625 MOODYS CORP COM 615369105 272725 895 SH SOLE 0 0 895 MORGAN STANLEY COM NEW 617446448 3434168 39385 SH SOLE 0 0 39385 MOTOROLA SOLUTIONS INC COM NEW 620076307 323332 1132 SH SOLE 0 0 1132 MR COOPER GROUP INC COM 62482R107 4248751 101489 SH SOLE 0 0 101489 NETAPP INC COM 64110D104 4157417 64862 SH SOLE 0 0 64862 NETFLIX INC COM 64110L106 868414 2501 SH SOLE 0 0 2501 NEXSTAR MEDIA GROUP INC COM 65336K103 1477907 8553 SH SOLE 0 0 8553 NEXTERA ENERGY INC COM 65339F101 1122301 14605 SH SOLE 0 0 14605 NIKE INC CL B 654106103 770140 6312 SH SOLE 0 0 6312 NORTHROP GRUMMAN CORP COM 666807102 256248 548 SH SOLE 0 0 548 GEN DIGITAL INC COM 668771108 3849407 224325 SH SOLE 0 0 224325 NOVARTIS AG SPONSORED ADR 66987V109 957397 10348 SH SOLE 0 0 10348 NUCOR CORP COM 670346105 1085320 7027 SH SOLE 0 0 7027 NVIDIA CORP COM 67066G104 1917710 6872 SH SOLE 0 0 6872 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 1481726 26615 SH SOLE 0 0 26615 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 1217549 35669 SH SOLE 0 0 35669 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 680424 17837 SH SOLE 0 0 17837 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 942432 32871 SH SOLE 0 0 32871 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 808290 22833 SH SOLE 0 0 22833 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 1528002 54110 SH SOLE 0 0 54110 NUSHARES ETF TR NUVEEN ESG US 67092P870 1942566 86842 SH SOLE 0 0 86842 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 473607 17632 SH SOLE 0 0 17632 OCCIDENTAL PETE CORP COM 674599105 559612 8633 SH SOLE 0 0 8633 ONEOK INC NEW COM 682680103 1177580 18116 SH SOLE 0 0 18116 ORACLE CORP COM 68389X105 1333635 14244 SH SOLE 0 0 14244 OTIS WORLDWIDE CORP COM 68902V107 363516 4315 SH SOLE 0 0 4315 PNC FINL SVCS GROUP INC COM 693475105 4355824 34722 SH SOLE 0 0 34722 PACCAR INC COM 693718108 4634978 63418 SH SOLE 0 0 63418 PACKAGING CORP AMER COM 695156109 1614666 11517 SH SOLE 0 0 11517 PARKER-HANNIFIN CORP COM 701094104 4298658 12706 SH SOLE 0 0 12706 PAYCHEX INC COM 704326107 253762 2269 SH SOLE 0 0 2269 PAYCOM SOFTWARE COM 70432V102 269880 903 SH SOLE 0 0 903 PAYPAL HOLDINGS COM 70450Y103 4575670 60631 SH SOLE 0 0 60631 PEPSICO INC COM 713448108 2727835 14949 SH SOLE 0 0 14949 PERKINELMER INC COM 714046109 869187 6614 SH SOLE 0 0 6614 PFIZER INC COM 717081103 2251244 54510 SH SOLE 0 0 54510 PHILIP MORRIS INTL INC COM 718172109 399233 4079 SH SOLE 0 0 4079 PHILLIPS 66 COM 718546104 327040 3186 SH SOLE 0 0 3186 PIONEER NAT RES CO COM 723787107 293128 1392 SH SOLE 0 0 1392 PROCTER AND GAMBLE CO COM 742718109 10884897 72914 SH SOLE 0 0 72914 PROGRESSIVE CORP COM 743315103 863346 5966 SH SOLE 0 0 5966 PROLOGIS INC COM 74340W103 466472 3761 SH SOLE 0 0 3761 PROSHARES TR BITCOIN STRATE 74347G440 221634 13224 SH SOLE 0 0 13224 PROSPERITY BANCSHARES INC COM 743606105 245630 4034 SH SOLE 0 0 4034 PULTE GROUP INC COM 745867101 4434340 75421 SH SOLE 0 0 75421 QUALCOMM INC COM 747525103 5023277 40021 SH SOLE 0 0 40021 QUEST DIAGNOSTICS INC COM 74834L100 385171 2701 SH SOLE 0 0 2701 RAYMOND JAMES FINL INC COM 754730109 3121487 33769 SH SOLE 0 0 33769 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1087668 10881 SH SOLE 0 0 10881 REGENERON PHARMACEUTICALS COM 75886F107 246488 299 SH SOLE 0 0 299 RELIANCE STEEL & ALUMINUM CO COM 759509102 4444392 17307 SH SOLE 0 0 17307 REPUBLIC SVCS INC COM 760759100 293206 2157 SH SOLE 0 0 2157 RESMED INC COM 761152107 211688 966 SH SOLE 0 0 966 ROCKWELL AUTOMATION INC COM 773903109 231735 793 SH SOLE 0 0 793 ROPER TECHNOLOGIES INC COM 776696106 1689957 3834 SH SOLE 0 0 3834 ROSS STORES INC COM 778296103 242630 2249 SH SOLE 0 0 2249 S&P GLOBAL INC COM 78409V104 419618 1212 SH SOLE 0 0 1212 SPDR S&P 500 ETF TR TR UNIT 78462F103 11396536 27814 SH SOLE 0 0 27814 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 8918256 127776 SH SOLE 0 0 127776 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 927242 27073 SH SOLE 0 0 27073 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 5409524 173194 SH SOLE 0 0 173194 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 222140 6916 SH SOLE 0 0 6916 SPDR SER TR NYSE TECH ETF 78464A102 1357756 11277 SH SOLE 0 0 11277 SPDR SER TR PORTFOLIO CRPORT 78464A144 28545256 975346 SH SOLE 0 0 975346 SPDR SER TR NUVEEN BLOOMBERG 78464A284 12395476 496495 SH SOLE 0 0 496495 SPDR SER TR PORT MTG BK ETF 78464A383 25016537 1127036 SH SOLE 0 0 1127036 SPDR SER TR PRTFLO S&P500 GW 78464A409 3974655 71411 SH SOLE 0 0 71411 SPDR SER TR PRTFLO S&P500 VL 78464A508 9302302 228355 SH SOLE 0 0 228355 SPDR SER TR PORTFOLIO LN TSR 78464A664 280593 9066 SH SOLE 0 0 9066 SPDR SER TR PORTFLI INTRMDIT 78464A672 49946190 1724523 SH SOLE 0 0 1724523 SPDR SER TR S&P REGL BKG 78464A698 10785248 248506 SH SOLE 0 0 248506 SPDR SER TR S&P RETAIL ETF 78464A714 858498 13457 SH SOLE 0 0 13457 SPDR SER TR S&P PHARMAC 78464A722 805153 19500 SH SOLE 0 0 19500 SPDR SER TR S&P DIVID ETF 78464A763 10214179 82509 SH SOLE 0 0 82509 SPDR SER TR PORTFOLI S&P1500 78464A805 227745 4500 SH SOLE 0 0 4500 SPDR SER TR PORTFOLIO S&P500 78464A854 1033335 21452 SH SOLE 0 0 21452 SPDR SER TR S&P BIOTECH 78464A870 951691 12350 SH SOLE 0 0 12350 SPDR SER TR S&P HOMEBUILD 78464A888 839383 12373 SH SOLE 0 0 12373 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1133188 2472 SH SOLE 0 0 2472 SPDR SER TR PORTFOLIO SH TSR 78468R101 20526640 703175 SH SOLE 0 0 703175 SPDR SER TR BLOOMBERG HIGH Y 78468R622 484153 5246 SH SOLE 0 0 5246 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 12250266 133769 SH SOLE 0 0 133769 SPDR SER TR NUVEEN BLMBRG MU 78468R721 18076237 386365 SH SOLE 0 0 386365 SPDR SER TR NUVEEN BLMBRG SH 78468R739 7273542 153050 SH SOLE 0 0 153050 SPDR SER TR PORTFOLIO S&P600 78468R853 729024 19302 SH SOLE 0 0 19302 SALESFORCE INC COM 79466L302 1019670 5168 SH SOLE 0 0 5168 SANMINA CORPORATION COM 801056102 4435925 73543 SH SOLE 0 0 73543 SAP SE SPON ADR 803054204 257693 2040 SH SOLE 0 0 2040 SCHLUMBERGER LTD COM STK 806857108 422526 8187 SH SOLE 0 0 8187 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4428605 92305 SH SOLE 0 0 92305 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7274868 111583 SH SOLE 0 0 111583 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 30555624 463918 SH SOLE 0 0 463918 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3082308 45449 SH SOLE 0 0 45449 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1035059 24694 SH SOLE 0 0 24694 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4187519 169948 SH SOLE 0 0 169948 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3565312 101518 SH SOLE 0 0 101518 SEALED AIR CORP NEW COM 81211K100 3245690 70740 SH SOLE 0 0 70740 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2551990 31515 SH SOLE 0 0 31515 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11955054 91583 SH SOLE 0 0 91583 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 8279888 110380 SH SOLE 0 0 110380 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 8370953 56415 SH SOLE 0 0 56415 SELECT SECTOR SPDR TR ENERGY 81369Y506 2175284 25566 SH SOLE 0 0 25566 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1672407 51945 SH SOLE 0 0 51945 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 4527167 44683 SH SOLE 0 0 44683 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 16592830 110020 SH SOLE 0 0 110020 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 6809653 117078 SH SOLE 0 0 117078 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 5665801 152724 SH SOLE 0 0 152724 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5783425 85903 SH SOLE 0 0 85903 SERVICE CORP INTL COM 817565104 1644761 23807 SH SOLE 0 0 23807 SERVICENOW INC COM 81762P102 324256 698 SH SOLE 0 0 698 SHERWIN WILLIAMS CO COM 824348106 821076 3625 SH SOLE 0 0 3625 SILGAN HLDGS INC COM 827048109 1765438 32964 SH SOLE 0 0 32964 SKYWORKS SOLUTIONS INC COM 83088M102 3071430 26163 SH SOLE 0 0 26163 SOFI TECHNOLOGIES INC COM 83406F102 60300 10000 SH SOLE 0 0 10000 SOUTHERN CO COM 842587107 481361 6963 SH SOLE 0 0 6963 SOUTHWEST AIRLS CO COM 844741108 3299652 103280 SH SOLE 0 0 103280 STARBUCKS CORP COM 855244109 955401 9127 SH SOLE 0 0 9127 STATE STR CORP COM 857477103 609565 8076 SH SOLE 0 0 8076 STEEL DYNAMICS INC COM 858119100 779029 6884 SH SOLE 0 0 6884 STRYKER CORP COM 863667101 1045471 3641 SH SOLE 0 0 3641 SYNOPSYS INC COM 871607107 275223 709 SH SOLE 0 0 709 TJX COS INC NEW COM 872540109 547341 6952 SH SOLE 0 0 6952 T-MOBILE US INC COM 872590104 778542 5327 SH SOLE 0 0 5327 TARGET CORP COM 87612E106 5951720 35861 SH SOLE 0 0 35861 TESLA INC COM 88160R101 6105591 31277 SH SOLE 0 0 31277 TEXAS INSTRS INC COM 882508104 942261 5107 SH SOLE 0 0 5107 THERMO FISHER SCIENTIFIC INC COM 883556102 684665 1197 SH SOLE 0 0 1197 3M CO COM 88579Y101 4660065 44498 SH SOLE 0 0 44498 TORO CO COM 891092108 1665984 15157 SH SOLE 0 0 15157 TYSON FOODS INC COM 902494103 4231648 71258 SH SOLE 0 0 71258 UFP INDUSTRIES INC COM 90278Q108 3063945 38405 SH SOLE 0 0 38405 US BANCORP DEL COM 902973304 3738874 104450 SH SOLE 0 0 104450 UNION PAC CORP COM 907818108 1902030 9527 SH SOLE 0 0 9527 UNITED PARCEL SERVICE INC COM 911312106 7762359 40055 SH SOLE 0 0 40055 UNITEDHEALTH GROUP INC COM 91324P102 10287442 21064 SH SOLE 0 0 21064 VALERO ENERGY CORP COM 91913Y100 353326 2546 SH SOLE 0 0 2546 VANECK ETF TRUST LONG MUNI ETF 92189F536 8655879 481586 SH SOLE 0 0 481586 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 28561580 615379 SH SOLE 0 0 615379 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 347990 2248 SH SOLE 0 0 2248 VANGUARD WORLD FD MEGA GRWTH IND 921910816 7113854 34798 SH SOLE 0 0 34798 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2422535 23793 SH SOLE 0 0 23793 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 426224 1849 SH SOLE 0 0 1849 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17045667 222826 SH SOLE 0 0 222826 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2031659 44619 SH SOLE 0 0 44619 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17965006 367191 SH SOLE 0 0 367191 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 306194 5685 SH SOLE 0 0 5685 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 766071 18885 SH SOLE 0 0 18885 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3219428 12806 SH SOLE 0 0 12806 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 310468 1599 SH SOLE 0 0 1599 VANGUARD WORLD FDS ENERGY ETF 92204A306 15859872 134307 SH SOLE 0 0 134307 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2172935 27930 SH SOLE 0 0 27930 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 777202 3250 SH SOLE 0 0 3250 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 2292664 12010 SH SOLE 0 0 12010 VANGUARD WORLD FDS INF TECH ETF 92204A702 1442442 3746 SH SOLE 0 0 3746 VANGUARD WORLD FDS MATERIALS ETF 92204A801 524236 2938 SH SOLE 0 0 2938 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 915927 13706 SH SOLE 0 0 13706 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1121832 13941 SH SOLE 0 0 13941 VECTOR GROUP LTD COM 92240M108 148020 12103 SH SOLE 0 0 12103 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1314527 3483 SH SOLE 0 0 3483 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9198306 68682 SH SOLE 0 0 68682 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 6299458 32377 SH SOLE 0 0 32377 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3629548 16777 SH SOLE 0 0 16777 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5258467 33103 SH SOLE 0 0 33103 VANGUARD INDEX FDS MID CAP ETF 922908629 33261412 157926 SH SOLE 0 0 157926 VANGUARD INDEX FDS LARGE CAP ETF 922908637 26614936 142011 SH SOLE 0 0 142011 VANGUARD INDEX FDS GROWTH ETF 922908736 9268566 37188 SH SOLE 0 0 37188 VANGUARD INDEX FDS VALUE ETF 922908744 2569527 18588 SH SOLE 0 0 18588 VANGUARD INDEX FDS SMALL CP ETF 922908751 22056024 116404 SH SOLE 0 0 116404 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6980555 34118 SH SOLE 0 0 34118 VERIZON COMMUNICATIONS INC COM 92343V104 4916233 125639 SH SOLE 0 0 125639 VERISK ANALYTICS INC COM 92345Y106 205813 1074 SH SOLE 0 0 1074 VERTEX PHARMACEUTICALS INC COM 92532F100 543805 1721 SH SOLE 0 0 1721 VIATRIS INC COM 92556V106 3071546 319516 SH SOLE 0 0 319516 VISA INC COM CL A 92826C839 10203905 44765 SH SOLE 0 0 44765 VULCAN MATLS CO COM 929160109 1643199 9512 SH SOLE 0 0 9512 WALMART INC COM 931142103 3652009 24589 SH SOLE 0 0 24589 WASTE MGMT INC DEL COM 94106L109 3255185 19867 SH SOLE 0 0 19867 WELLS FARGO CO NEW COM 949746101 308627 8186 SH SOLE 0 0 8186 WEYERHAEUSER CO MTN BE COM NEW 962166104 5679107 189113 SH SOLE 0 0 189113 WINTRUST FINL CORP COM 97650W108 1388678 19264 SH SOLE 0 0 19264 WISDOMTREE TR FUTRE STRAT FD 97717W125 221015 6595 SH SOLE 0 0 6595 WISDOMTREE TR US LARGECAP DIVD 97717W307 6275508 100726 SH SOLE 0 0 100726 WISDOMTREE TR EMER MKT HIGH FD 97717W315 7495381 196757 SH SOLE 0 0 196757 WISDOMTREE TR US MIDCAP DIVID 97717W505 8390352 204696 SH SOLE 0 0 204696 XCEL ENERGY INC COM 98389B100 374179 5544 SH SOLE 0 0 5544 YUM BRANDS INC COM 988498101 280610 2112 SH SOLE 0 0 2112 ZOETIS INC CL A 98978V103 2183683 13038 SH SOLE 0 0 13038 AMCOR PLC ORD G0250X107 4295712 379399 SH SOLE 0 0 379399 AON PLC SHS CL A G0403H108 3576893 11283 SH SOLE 0 0 11283 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 772891 2704 SH SOLE 0 0 2704 EATON CORP PLC SHS G29183103 341610 2001 SH SOLE 0 0 2001 JOHNSON CTLS INTL PLC SHS G51502105 249319 4131 SH SOLE 0 0 4131 LINDE PLC SHS G54950103 872497 2442 SH SOLE 0 0 2442 MEDTRONIC PLC SHS G5960L103 557324 6966 SH SOLE 0 0 6966 TRANE TECHNOLOGIES PLC SHS G8994E103 263017 1431 SH SOLE 0 0 1431 CHUBB LTD COM H1467J104 387761 1977 SH SOLE 0 0 1977 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2223772 23368 SH SOLE 0 0 23368 NXP SEMICONDUCTORS N V COM N6596X109 375518 2053 SH SOLE 0 0 2053