Grove Bank & Trust 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GB Grove Bank & Trust | Institutional Filer | ▼ 0.52% | $884.4M | 856 |
Current Portfolio Holdings
Showing all 856 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 124K | $74.2M | 8.39% |
| 2 | AAPL | Apple Inc. | Technology | 162K | $41.0M | 4.64% |
| 3 | IJH | ISHARES TR | — | 603K | $40.7M | 4.60% |
| 4 | IJR | ISHARES TR | — | 277K | $34.4M | 3.89% |
| 5 | IEFA | ISHARES TR | — | 334K | $30.2M | 3.42% |
| 6 | IVV | ISHARES TR | — | 45K | $29.1M | 3.29% |
| 7 | IEMG | ISHARES INC | — | 372K | $25.9M | 2.93% |
| 8 | NVDA | NVIDIA Corporation | Technology | 112K | $19.6M | 2.21% |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | — | 308K | $18.0M | 2.04% |
| 10 | XLE | Energy Select Sector SPDR Fund | — | 247K | $15.1M | 1.71% |
| 11 | VTEB | VANGUARD MUN BD FDS | — | 290K | $14.4M | 1.63% |
| 12 | IWF | ISHARES TR | — | 33K | $14.3M | 1.61% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 22K | $14.1M | 1.60% |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | — | 169K | $13.4M | 1.52% |
| 15 | VDE | VANGUARD WORLD FD | — | 77K | $13.3M | 1.50% |
Showing 1 to 15 of 856 holdings