Crews Bank & Trust 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CB Crews Bank & Trust | Institutional Filer | ▼ 1.29% | $689.8M | 673 |
Current Portfolio Holdings
Showing all 673 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | State Street SPDR Port S&P 500 Large Cap ETF | — | 1.2M | $88.5M | 12.83% |
| 2 | SLQD | iShares 0-5 Year Investment Grade ETF | — | 760K | $38.4M | 5.56% |
| 3 | VIG | Vanguard Dividend Appreciation ETF | — | 175K | $37.7M | 5.46% |
| 4 | VYM | Vanguard High Dividend Yield ETF | — | 246K | $36.5M | 5.29% |
| 5 | VUG | Vanguard Growth ETF | — | 68K | $29.6M | 4.29% |
| 6 | SPIB | State Street SPDR Intermediate Corp Bond ETF | — | 770K | $25.8M | 3.75% |
| 7 | SPSM | State Street SPDR Port S&P 600 Small Cap ETF | — | 487K | $23.5M | 3.41% |
| 8 | VCIT | Vanguard Intermediate-Term Corporate Bond ETF | — | 236K | $19.5M | 2.83% |
| 9 | SPMD | State Street SPDR Port S&P 400 Mid Cap ETF | — | 328K | $19.4M | 2.82% |
| 10 | AAPL | Apple Inc. | Technology | 71K | $18.1M | 2.62% |
| 11 | RSP | Invesco S&P 500 Equal Weight ETF | — | 83K | $15.9M | 2.30% |
| 12 | EUSA | iShares MSCI USA Equal Weighted ETF | — | 145K | $14.8M | 2.15% |
| 13 | BSV | Vanguard Short-Term Bond ETF | — | 139K | $10.9M | 1.58% |
| 14 | MSFT | Microsoft Corporation | Technology | 29K | $10.8M | 1.56% |
| 15 | VTI | Vanguard Total Stock Market ETF | — | 29K | $9.2M | 1.34% |
Showing 1 to 15 of 673 holdings