account_balance
Investment manager · 13F filer · SEC CIK 1339908
First National Bank & Trust Co of Newtown
Reported value$506Mas of Sep 30, 2026
Positions156 3 new, 3 sold out
Top 10 weight59.4%VTI alone is 23%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Morningstar Total Stock Market ETF
23.0%Trimmed −4%
AAPLApple Inc.
7.7%
VCSHVanguard Short Term Corp Bd ETF #3145
7.2%Trimmed −2%
DVYI Shares Select Dividend ETF
4.4%Trimmed −3%
IEFAI Shares MSCI EAFE Core
4.2%
BIVVanguard Intermediate Term Bond Index ETF
3.8%Trimmed −3%
MSFTMicrosoft Corp
2.7%
JNJJohnson & Johnson
2.4%
IVVI Shares Core S & P 500 ETF
2.1%
BINCI Shares Flex I Active ETF
1.9%Added +10%
DFUSDimensional US Equity Marketetf Tr
1.6%
VTIVanguard Morningstar Total Stock Market ETF
23.0%Trimmed −4%
AAPLApple Inc.
7.7%
VCSHVanguard Short Term Corp Bd ETF #3145
7.2%−2%
DVYI Shares Select Dividend ETF
4.4%
IEFAI Shares MSCI EAFE Core
4.2%
BIVVanguard Intermediate Term Bond Index ETF
3.8%
IVV
BINC1.9%
DFUS
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
VTI Vanguard Morningstar Total Stock Market ETF 23.0% Trimmed −4%
AAPL Apple Inc. 7.7% HeldVCSH Vanguard Short Term Corp Bd ETF #3145 7.2% Trimmed −2%
DVY I Shares Select Dividend ETF 4.4% Trimmed −3%
IEFA I Shares MSCI EAFE Core 4.2% Held
BIV Vanguard Intermediate Term Bond Index ETF 3.8% Trimmed −3%
MSFT Microsoft Corp 2.7% HeldJNJ Johnson & Johnson 2.4% HeldIVV I Shares Core S & P 500 ETF 2.1% Added +35%
BINC I Shares Flex I Active ETF 1.9% Added +10%
DFUS Dimensional US Equity Marketetf Tr 1.6% Held
XOM ExxonMobil Holdings Corp 1.5% NewWhat changed
Biggest moves since Jun 30, 2026
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