account_balance

Investment manager · 13F filer · SEC CIK 1964116

First Citizens Asset Management, Inc.

Reported value$309Mas of Sep 30, 2026

Positions32 3 new, 1 sold out

Top 10 weight94.4%IWY alone is 28%

FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IWYiShares Russell Top 200 Growth ETF

27.5%Trimmed −3%

IWXiShares Russell Top 200 Value ETF

20.1%Added +3%

VCRBVanguard Core Bond ETF

11.5%Added +4%

AGGiShares Core US Aggregate Bond ETF

9.7%

IWSiShares Russell Mid-Cap Value ETF

8.7%

IEFAiShares Core MSCI EAFE ETF

6.8%+2%

IWPiShares Russell Mid-Cap Growth ETF

3.2%−16%

IEMGiShares Core MSCI Emerging Markets ETF

3.1%+5%

MUB2.0%

VTWO1.8%

DFIS1.2%

SCZ0.8%

IWYiShares Russell Top 200 Growth ETF

27.5%Trimmed −3%

IWXiShares Russell Top 200 Value ETF

20.1%Added +3%

VCRBVanguard Core Bond ETF

11.5%Added +4%

AGGiShares Core US Aggregate Bond ETF

9.7%

IWSiShares Russell Mid-Cap Value ETF

8.7%

IEFAiShares Core MSCI EAFE ETF

6.8%

IWP

MUB

DFIS

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

IWY iShares Russell Top 200 Growth ETF 27.5% Trimmed −3%

IWX iShares Russell Top 200 Value ETF 20.1% Added +3%

VCRB Vanguard Core Bond ETF 11.5% Added +4%

AGG iShares Core US Aggregate Bond ETF 9.7% Held

IWS iShares Russell Mid-Cap Value ETF 8.7% Held

IEFA iShares Core MSCI EAFE ETF 6.8% Added +2%

IWP iShares Russell Mid-Cap Growth ETF 3.2% Trimmed −16%

IEMG iShares Core MSCI Emerging Markets ETF 3.1% Added +5%

MUB iShares National Muni Bond ETF 2.0% Trimmed −2%

VTWO Vanguard Russell 2000 ETF 1.8% Trimmed −31%

DFIS Dimensional International Small Cap ETF 1.2% Added +3%

SCZ iShares MSCI EAFE Small-Cap ETF 0.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Jul 17, 2026 filing

add_circleNew

IWB $388K
IWF $272K
PFFD $178K

arrow_upwardAdded

IEMG +5%
VCRB +4%
DFIS +3%
IWX +3%

arrow_downwardTrimmed

VTWO −31%
AVUV −20%
IWP −16%
IEF −10%

remove_circleSold out

IJT $214K

First Citizens Asset Management, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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