account_balance
Investment manager · 13F filer · SEC CIK 2107256
TrustBank
Reported value$317Mas of Sep 30, 2026
Positions187 18 new, 6 sold out
Top 10 weight59.7%VOO alone is 17%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard 500 Index Fund ETF
16.9%Added +3%
VEAVanguard Ftse Developed Markets
10.6%Added +6%
QQQInvesco QQQ Trust
8.0%
JMTGJPMorgan Mortgage Backed
4.0%
IFRAiShares US Infrastructure ETF
3.9%Added +3%
LQDiShares Iboxx $ Investment Grade
3.8%
AAPLApple Inc.
3.8%Trimmed −3%
FLQMFranklin US Mid Cap Multifactor
3.4%Added +3%
IJRiShares Core S&P Small-Cap ETF
2.8%Added +5%
ABBVAbbVie Inc.
2.4%
VTIVanguard Total Stock Market
2.3%
SPYSPDR S&P 500 ETF Trust
2.3%
VOOVanguard 500 Index Fund ETF
16.9%Added +3%
VEAVanguard Ftse Developed Markets
10.6%+6%
QQQInvesco QQQ Trust
8.0%
JMTGJPMorgan Mortgage Backed
4.0%
IFRA3.9%
LQD3.8%
AAPLApple Inc.
3.8%
FLQMFranklin US Mid Cap Multifactor
3.4%
IJR2.8%
ABBVVTI2.3%
SPY2.3%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
VOO Vanguard 500 Index Fund ETF 16.9% Added +3%
VEA Vanguard Ftse Developed Markets 10.6% Added +6%
QQQ Invesco QQQ Trust 8.0% Held
JMTG JPMorgan Mortgage Backed 4.0% Held
IFRA iShares US Infrastructure ETF 3.9% Added +3%
LQD iShares Iboxx $ Investment Grade 3.8% Held
AAPL Apple Inc. 3.8% Trimmed −3%FLQM Franklin US Mid Cap Multifactor 3.4% Added +3%
IJR iShares Core S&P Small-Cap ETF 2.8% Added +5%
ABBV AbbVie Inc. 2.4% Trimmed −7%VTI Vanguard Total Stock Market 2.3% Added +590%
SPY SPDR S&P 500 ETF Trust 2.3% Added +18%What changed
Biggest moves since Jun 30, 2026
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