account_balance
Investment manager · 13F filer · SEC CIK 936938
Cape Ann Savings Bank
Reported value$212Mas of Sep 30, 2026
Positions117 6 new, 2 sold out
Top 10 weight50.4%EFA alone is 11%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EFAiShares MSCI EAFE ETF
11.0%
IJHiShares Core S&P Mid-Cap 400 ETF
8.9%
IVViShares S&P 500
5.5%
AAPLApple Inc.
5.3%Trimmed −2%
IAUiShares Gold Trust
4.5%
VGSHVanguard Short Term Treasury ETF
3.7%Trimmed −3%
MSFTMicrosoft Corp
3.4%
GOOGLAlphabet Inc.
3.3%Trimmed −3%
IJRiShares Core S&P Small-Cap ETF
2.6%
JNJJohnson & Johnson
2.3%
NVDANVIDIA Corp
2.0%−3%
AMZNAmazon.com Inc
2.0%
EFAiShares MSCI EAFE ETF
11.0%
IJHiShares Core S&P Mid-Cap 400 ETF
8.9%
IVViShares S&P 500
5.5%
AAPLApple Inc.
5.3%
IAUiShares Gold Trust
4.5%
VGSHVanguard Short Term Treasury ETF
3.7%
MSFTMicrosoft Corp
3.4%
GOOGLAlphabet Inc.
3.3%
IJR2.6%
JNJ2.3%NVDAAMZNBoxes 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 11.0% Held
IJH iShares Core S&P Mid-Cap 400 ETF 8.9% Held
IVV iShares S&P 500 5.5% Held
AAPL Apple Inc. 5.3% Trimmed −2%IAU iShares Gold Trust 4.5% HeldVGSH Vanguard Short Term Treasury ETF 3.7% Trimmed −3%
MSFT Microsoft Corp 3.4% HeldGOOGL Alphabet Inc. 3.3% Trimmed −3%IJR iShares Core S&P Small-Cap ETF 2.6% Held
JNJ Johnson & Johnson 2.3% HeldNVDA NVIDIA Corp 2.0% Trimmed −3%AMZN Amazon.com Inc 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.