account_balance
Investment manager · 13F filer · SEC CIK 2013342
Avise Financial Cooperative, Inc.
Reported value$143Mas of Sep 30, 2026
Positions116 11 new, 9 sold out
Top 10 weight46.0%IVV alone is 7%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
6.5%Added +4%
LCTUBlackRock ETF Trust
5.5%Trimmed −2%
VTVVanguard Index FDS
5.2%Added +6%
DFIVDimensional ETF Trust
4.9%Added +6%
EAGGiShares Tr
4.8%
ESGUiShares Tr
4.5%
DSIiShares Tr
4.0%
AAPLApple Inc.
3.8%Added +4%
SUSCiShares Tr
3.7%
USXFiShares Tr
3.1%
GNMAiShares Tr
3.1%Added +2%
QQQMInvesco Exch Traded Fd Tr II
2.8%
IVViShares Tr
6.5%+4%
LCTUBlackRock ETF Trust
5.5%
VTVVanguard Index FDS
5.2%
DFIVDimensional ETF Trust
4.9%Added +6%
EAGGiShares Tr
4.8%
ESGUiShares Tr
4.5%
DSIiShares Tr
4.0%
AAPLApple Inc.
3.8%
SUSCiShares Tr
3.7%
USXFiShares Tr
3.1%
GNMAiShares Tr
3.1%
QQQMInvesco Exch Traded Fd Tr II
2.8%
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
IVV iShares Tr 6.5% Added +4%
LCTU BlackRock ETF Trust 5.5% Trimmed −2%
VTV Vanguard Index FDS 5.2% Added +6%
DFIV Dimensional ETF Trust 4.9% Added +6%
EAGG iShares Tr 4.8% Held
ESGU iShares Tr 4.5% Held
DSI iShares Tr 4.0% Held
AAPL Apple Inc. 3.8% Added +4%SUSC iShares Tr 3.7% Held
USXF iShares Tr 3.1% Held
GNMA iShares Tr 3.1% Added +2%
QQQM Invesco Exch Traded Fd Tr II 2.8% Added +14%
What changed
Biggest moves since Jun 30, 2026
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