account_balance
Investment manager · 13F filer · SEC CIK 1310658
Ledyard National Bank
Reported value$1.27Bas of Sep 30, 2026
Positions247 14 new, 22 sold out
Top 10 weight41.1%DGRO alone is 7%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGROiShares Core Dividend Growth ETF
7.3%Added +5%
IVViShares Core S&P 500 ETF
5.9%Trimmed −2%
AAPLApple Inc.
5.7%Trimmed −4%
IEFAiShares Core MSCI EAFE ETF
4.4%
MSFTMicrosoft Corp
4.2%Trimmed −2%
DFAEDimensional Emerg Core Eq MKT ETF
3.1%
AVGOBroadcom Inc.
3.0%Trimmed −4%
SCHDSchwab US Dividend Equity ETF
2.4%Added +16%
GOOGLAlphabet Inc.
2.3%Trimmed −3%
VFLOVictoryshares Free Cash Flow ETF
2.2%Added +5%
DGROiShares Core Dividend Growth ETF
7.3%Added +5%
IVViShares Core S&P 500 ETF
5.9%Trimmed −2%
AAPLApple Inc.
5.7%Trimmed −4%
IEFAiShares Core MSCI EAFE ETF
4.4%
MSFTMicrosoft Corp
4.2%−2%
DFAEDimensional Emerg Core Eq MKT ETF
3.1%
AVGOBroadcom Inc.
3.0%
SCHDSchwab US Dividend Equity ETF
2.4%
VFLO
Boxes 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
DGRO iShares Core Dividend Growth ETF 7.3% Added +5%
IVV iShares Core S&P 500 ETF 5.9% Trimmed −2%
AAPL Apple Inc. 5.7% Trimmed −4%IEFA iShares Core MSCI EAFE ETF 4.4% Held
MSFT Microsoft Corp 4.2% Trimmed −2%DFAE Dimensional Emerg Core Eq MKT ETF 3.1% Held
AVGO Broadcom Inc. 3.0% Trimmed −4%Federated Hermes MDT MKT Neutral Fund 2.7% Added +3%
SCHD Schwab US Dividend Equity ETF 2.4% Added +16%
Artisan Partners International Value Fund 2.3% Added +5%
GOOGL Alphabet Inc. 2.3% Trimmed −3%VFLO Victoryshares Free Cash Flow ETF 2.2% Added +5%
What changed
Biggest moves since Jun 30, 2026
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