account_balance
Investment manager · 13F filer · SEC CIK 1002672
Bell Bank
Reported value$2.66Bas of Sep 30, 2026
Positions204 18 new, 9 sold out
Top 10 weight69.4%VTV alone is 13%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
13.1%
IEFAiShares Tr
12.9%
VUGVanguard Index FDS
11.9%Trimmed −2%
QQQInvesco QQQ Tr
9.7%Trimmed −2%
RSPInvesco Exchange Traded Fd T
4.7%
VTIVanguard Index FDS
4.7%
SPYVSPDR Series Trust
4.0%Added +2%
VOOVanguard Index FDS
3.9%
AGGiShares Tr
2.7%+7%
VMBSVanguard Scottsdale FDS
1.7%+6%
JAAAJanus Detroit STR Tr
1.7%−2%
VTVVanguard Index FDS
13.1%
IEFAiShares Tr
12.9%
VUGVanguard Index FDS
11.9%Trimmed −2%
QQQInvesco QQQ Tr
9.7%Trimmed −2%
RSPInvesco Exchange Traded Fd T
4.7%
VTIVanguard Index FDS
4.7%
SPYVSPDR Series Trust
4.0%
VOOVanguard Index FDS
3.9%
AGG2.7%
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Index FDS 13.1% Held
IEFA iShares Tr 12.9% Held
VUG Vanguard Index FDS 11.9% Trimmed −2%
QQQ Invesco QQQ Tr 9.7% Trimmed −2%
RSP Invesco Exchange Traded Fd T 4.7% Held
VTI Vanguard Index FDS 4.7% Held
SPYV SPDR Series Trust 4.0% Added +2%
VOO Vanguard Index FDS 3.9% Held
AGG iShares Tr 2.7% Added +7%
VMBS Vanguard Scottsdale FDS 1.7% Added +6%
JAAA Janus Detroit STR Tr 1.7% Trimmed −2%
NVDA NVIDIA Corp 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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