account_balance
Investment manager · 13F filer · SEC CIK 1677560
Members Trust Co
Reported value$3.21Bas of Jun 30, 2026
Positions170 21 new, 5 sold out
Top 10 weight77.7%AGG alone is 17%
FiledJul 3131 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
17.4%
SPYSPDR S&P 500 ETF Trust
14.4%
IEFAiShares Tr
11.7%
VTVVanguard Index FDS
6.4%Trimmed −3%
LQDiShares Tr
5.3%
IGSBiShares Tr
5.2%
IJHiShares Tr
5.1%
VUGVanguard Index FDS
4.2%
IJRiShares Tr
4.0%
IEMGiShares Inc
3.9%
VTEBVanguard Mun Bd FDS
3.9%
IEFiShares Tr
3.7%
AGGiShares Tr
17.4%
SPYSPDR S&P 500 ETF Trust
14.4%
IEFAiShares Tr
11.7%
VTVVanguard Index FDS
6.4%−3%
LQDiShares Tr
5.3%
IGSBiShares Tr
5.2%
IJHiShares Tr
5.1%
VUGVanguard Index FDS
4.2%
IJR4.0%
IEMG
VTEB3.9%
IEF3.7%
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
AGG iShares Tr 17.4% Held
SPY SPDR S&P 500 ETF Trust 14.4% HeldIEFA iShares Tr 11.7% Held
VTV Vanguard Index FDS 6.4% Trimmed −3%
LQD iShares Tr 5.3% Held
IGSB iShares Tr 5.2% Held
IJH iShares Tr 5.1% Held
VUG Vanguard Index FDS 4.2% Held
IJR iShares Tr 4.0% Held
IEMG iShares Inc 3.9% Held
VTEB Vanguard Mun Bd FDS 3.9% Held
IEF iShares Tr 3.7% Held
What changed
Biggest moves since Mar 31, 2026
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