account_balance
Investment manager · 13F filer · SEC CIK 1173227
Southern Michigan Bank & Trust
Reported value$280Mas of Sep 30, 2026
Positions422 29 new, 29 sold out
Top 10 weight74.6%SCHG alone is 20%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab U.S. Large Cap Growth ETF
20.4%Added +2%
SCHVSchwab U.S. Large Cap Value ETF
12.5%Added +3%
BIVVanguard Intermediate Term Bond ETF
11.4%
GVIiShares Intermediate Govt Credit Bond ETF
10.5%
VOVanguard Morningstar Mid Cap ETF
7.3%
SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF
3.6%
NVDANVIDIA Corp
2.9%
AAPLApple Inc.
2.7%
GOOGLAlphabet Inc.
1.5%−2%
AMZNMSFTSCHGSchwab U.S. Large Cap Growth ETF
20.4%Added +2%
SCHVSchwab U.S. Large Cap Value ETF
12.5%+3%
BIVVanguard Intermediate Term Bond ETF
11.4%
GVIiShares Intermediate Govt Credit Bond ETF
10.5%
VOVanguard Morningstar Mid Cap ETF
7.3%
SPSB3.6%
NVDA2.9%AAPLGOOGLBoxes 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
SCHG Schwab U.S. Large Cap Growth ETF 20.4% Added +2%
SCHV Schwab U.S. Large Cap Value ETF 12.5% Added +3%
BIV Vanguard Intermediate Term Bond ETF 11.4% Held
GVI iShares Intermediate Govt Credit Bond ETF 10.5% Held
VO Vanguard Morningstar Mid Cap ETF 7.3% Held
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF 3.6% Held
NVDA NVIDIA Corp 2.9% HeldAAPL Apple Inc. 2.7% HeldArmstrong Global Holding Inc. Series A 1.7% Held
GOOGL Alphabet Inc. 1.5% Trimmed −2%AMZN Amazon.com Inc 1.1% Trimmed −2%MSFT Microsoft Corp 1.0% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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