account_balance

Investment manager · 13F filer · SEC CIK 1315339

First Financial Bank - Trust Division

Reported value$1.39Bas of Sep 30, 2026

Positions205 7 new, 10 sold out

Top 10 weight43.9%IEFA alone is 10%

FiledOct 11 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IEFAiShares

10.1%Added +2%

IVViShares

5.5%Added +5%

SPYSPDR S&P 500 ETF Trust

5.0%

IWMiShares

4.6%Trimmed −6%

IJRiShares

3.8%Added +7%

IEMGiShares

3.2%Added +5%

JEPIJp Morgan

3.1%Added +3%

JIREJp Morgan

3.1%

AAPLApple Inc.

3.0%

MSFTMicrosoft Corp

2.6%

IEFiShares

2.6%Added +3%

DFEMDimensional

2.4%

IEFAiShares

10.1%Added +2%

IVViShares

5.5%+5%

SPYSPDR S&P 500 ETF Trust

5.0%

IWMiShares

4.6%−6%

IJRiShares

3.8%+7%

IEMGiShares

3.2%

JEPIJp Morgan

3.1%

JIREJp Morgan

3.1%

AAPLApple Inc.

3.0%

MSFT

IEF2.6%

DFEM

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

IEFA iShares 10.1% Added +2%

IVV iShares 5.5% Added +5%

SPY SPDR S&P 500 ETF Trust 5.0% Held

IWM iShares 4.6% Trimmed −6%

IJR iShares 3.8% Added +7%

IEMG iShares 3.2% Added +5%

JEPI Jp Morgan 3.1% Added +3%

JIRE Jp Morgan 3.1% Held

AAPL Apple Inc. 3.0% Held MSFT Microsoft Corp 2.6% Held

IEF iShares 2.6% Added +3%

DFEM Dimensional 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 1, 2026, compared with the Jul 1, 2026 filing

add_circleNew

NOW $5.51M
BMRN $1.95M
HSY $1.68M
EQL $1.2M

arrow_upwardAdded

USMV +354%
TEL +37%
VTEI +27%
AVGO +23%

arrow_downwardTrimmed

VLUE −51%
IBM −19%
ROST −11%
HIG −8%

remove_circleSold out

XOM $8.58M
CHKP $4.13M
CTAS $282K
OSK $247K

First Financial Bank - Trust Division

Where the money is

Biggest moves since Jun 30, 2026

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