account_balance
Investment manager · 13F filer · SEC CIK 1845199
CoreFirst Bank & Trust
Reported value$201Mas of Jun 30, 2026
Positions279 2 new, 13 sold out
Top 10 weight37.6%AAPL alone is 6%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.5%
CLColgate Palmolive Co
5.0%
AVDVAvantis Intl Small Cap Value
4.9%
VEAVanguard FTSE Developed Markets ETF
4.2%
ACIOAptus Collared Investment Opp ETF
3.8%Added +4%
IVLUIShares Edge MSCI Intl Value
3.4%
AVUVAvantis US Small Cap Value
3.4%
VYMVanguard High Dividend Yield Index
3.0%
IVVIshares S&P 500 Index Fund
2.3%Trimmed −3%
AVEMAvantis Emerging Markets Equity ETF
2.3%Trimmed −3%
IEMGiShares Core MSCI Emerging Markets ETF
2.1%Trimmed −7%
VIGVanguard Dividend Appreciation ETF
2.1%
AAPLApple Inc.
5.5%
CLColgate Palmolive Co
5.0%
AVDVAvantis Intl Small Cap Value
4.9%
VEAVanguard FTSE Developed Markets ETF
4.2%
ACIOAptus Collared Investment Opp ETF
3.8%
IVLUIShares Edge MSCI Intl Value
3.4%
AVUVAvantis US Small Cap Value
3.4%
VYMVanguard High Dividend Yield Index
3.0%
IVV2.3%
AVEM
IEMG
VIG2.1%
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
AAPL Apple Inc. 5.5% HeldCL Colgate Palmolive Co 5.0% Held
AVDV Avantis Intl Small Cap Value 4.9% Held
VEA Vanguard FTSE Developed Markets ETF 4.2% Held
ACIO Aptus Collared Investment Opp ETF 3.8% Added +4%
IVLU IShares Edge MSCI Intl Value 3.4% Held
AVUV Avantis US Small Cap Value 3.4% Held
VYM Vanguard High Dividend Yield Index 3.0% Held
IVV Ishares S&P 500 Index Fund 2.3% Trimmed −3%
AVEM Avantis Emerging Markets Equity ETF 2.3% Trimmed −3%
IEMG iShares Core MSCI Emerging Markets ETF 2.1% Trimmed −7%
VIG Vanguard Dividend Appreciation ETF 2.1% Held
What changed
Biggest moves since Mar 31, 2026
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