account_balance
Investment manager · 13F filer · SEC CIK 2018815
Emprise Bank
Reported value$262Mas of Sep 30, 2026
Positions106 5 new, 8 sold out
Top 10 weight60.2%AVDV alone is 12%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVDVAvantis International Small Cap
12.5%
VGITVanguard Intermediate-Term
11.7%Trimmed −7%
DFEMDimensional Emerging Markets Co
8.8%Added +3%
VTIPVanguard Short Term Inf Prot SE
6.7%
VTIVanguard Total Stock Market ETF
5.1%
VEAVanguard Ftse Developed Markets
3.7%Trimmed −2%
DIHPDimensional International High
3.4%Added +14%
NVDANVIDIA Corp
3.1%
AVGOBroadcom Inc.
2.6%
AAPLApple Inc.
2.6%
SGOViShares 0-3 Month Treasury Bond
2.6%−5%
MSFTMicrosoft Corp
2.1%
AVDVAvantis International Small Cap
12.5%
VGITVanguard Intermediate-Term
11.7%Trimmed −7%
DFEMDimensional Emerging Markets Co
8.8%+3%
VTIPVanguard Short Term Inf Prot SE
6.7%
VTIVanguard Total Stock Market ETF
5.1%
VEAVanguard Ftse Developed Markets
3.7%
DIHP3.4%
NVDA3.1%AVGOAAPLSGOV
MSFTBoxes 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
AVDV Avantis International Small Cap 12.5% Held
VGIT Vanguard Intermediate-Term 11.7% Trimmed −7%
DFEM Dimensional Emerging Markets Co 8.8% Added +3%
VTIP Vanguard Short Term Inf Prot SE 6.7% Held
VTI Vanguard Total Stock Market ETF 5.1% Held
VEA Vanguard Ftse Developed Markets 3.7% Trimmed −2%
DIHP Dimensional International High 3.4% Added +14%
NVDA NVIDIA Corp 3.1% HeldAVGO Broadcom Inc. 2.6% Trimmed −2%AAPL Apple Inc. 2.6% Trimmed −3%SGOV iShares 0-3 Month Treasury Bond 2.6% Trimmed −5%
MSFT Microsoft Corp 2.1% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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