account_balance
Investment manager · 13F filer · SEC CIK 1427099
GreatBanc Trust CO
Reported value$167Mas of Sep 30, 2026
Positions66 1 new, 5 sold out
Top 10 weight77.4%VOO alone is 34%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
33.6%Added +8%
VIGVanguard Dividend Appreciation Index Fund
8.1%Trimmed −2%
VOVanguard Mid-Cap ETF
5.6%Trimmed −3%
IWMiShares Russell 2000 Fund
5.2%Added +20%
VEUVanguard FTSE All-World Ex-Us
5.0%Added +4%
EFAIshares MSCI EAFE Index Fund
4.6%Added +8%
USFRWisdomTree Floating Rate Treasury Fd ETF
4.4%Added +16%
VBVanguard Small-Cap ETF
4.2%Trimmed −3%
IJHIshares Core S&P Mid-Cap ETF
4.0%Added +11%
SGOViShares TR iShares 0-3 Month Treas B ETF
2.8%
DIASPDR Dow Jones Industrial Average ETF Trust
1.4%
BSVVanguard Short Term Bond ETF
1.3%
VOOVanguard S&P 500 ETF
33.6%Added +8%
VIGVanguard Dividend Appreciation Index Fund
8.1%
VOVanguard Mid-Cap ETF
5.6%
IWM5.2%
VEU5.0%
EFAIshares MSCI EAFE Index Fund
4.6%
USFRWisdomTree Floating Rate Treasury Fd ETF
4.4%
VB4.2%
IJH4.0%
SGOV2.8%
DIABSV
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
VOO Vanguard S&P 500 ETF 33.6% Added +8%
VIG Vanguard Dividend Appreciation Index Fund 8.1% Trimmed −2%
VO Vanguard Mid-Cap ETF 5.6% Trimmed −3%
IWM iShares Russell 2000 Fund 5.2% Added +20%
VEU Vanguard FTSE All-World Ex-Us 5.0% Added +4%
EFA Ishares MSCI EAFE Index Fund 4.6% Added +8%
USFR WisdomTree Floating Rate Treasury Fd ETF 4.4% Added +16%
VB Vanguard Small-Cap ETF 4.2% Trimmed −3%
IJH Ishares Core S&P Mid-Cap ETF 4.0% Added +11%
SGOV iShares TR iShares 0-3 Month Treas B ETF 2.8% Held
DIA SPDR Dow Jones Industrial Average ETF Trust 1.4% HeldBSV Vanguard Short Term Bond ETF 1.3% Held
What changed
Biggest moves since Jun 30, 2026
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