account_balance
Investment manager · 13F filer · SEC CIK 2067126
Anb Bank
Reported value$282Mas of Sep 30, 2026
Positions123 11 new, 15 sold out
Top 10 weight54.0%EFA alone is 15%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EFAiShares MSCI EAFE ETF
15.0%Added +127%
IJHiShares Core S&P Mid-Cap ETF
7.6%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
7.1%Trimmed −7%
IWMiShares Russell 2000 ETF
6.9%Trimmed −3%
AAPLApple Inc.
4.4%Trimmed −2%
MSFTMicrosoft Corp
3.6%
GOOGAlphabet Inc.
2.8%Trimmed −6%
BRK-BBerkshire Hathaway Inc
2.4%
VVisa Inc.
2.1%
IJRiShares Core S&P Small-Cap ETF
2.0%
NVDANVIDIA Corp
1.9%
JNJJohnson & Johnson
1.7%
EFAiShares MSCI EAFE ETF
15.0%Added +127%
IJHiShares Core S&P Mid-Cap ETF
7.6%
SPYSPDR S&P 500 ETF Trust
7.1%−7%
IWMiShares Russell 2000 ETF
6.9%−3%
AAPLApple Inc.
4.4%
MSFTMicrosoft Corp
3.6%
GOOG2.8%BRK-B2.4%V2.1%IJR
NVDAJNJBoxes 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
EFA iShares MSCI EAFE ETF 15.0% Added +127%
IJH iShares Core S&P Mid-Cap ETF 7.6% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 7.1% Trimmed −7%IWM iShares Russell 2000 ETF 6.9% Trimmed −3%
AAPL Apple Inc. 4.4% Trimmed −2%MSFT Microsoft Corp 3.6% HeldGOOG Alphabet Inc. 2.8% Trimmed −6%BRK-B Berkshire Hathaway Inc 2.4% HeldV Visa Inc. 2.1% HeldIJR iShares Core S&P Small-Cap ETF 2.0% Held
NVDA NVIDIA Corp 1.9% Trimmed −2%JNJ Johnson & Johnson 1.7% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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