MidWestOne Financial Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MF MidWestOne Financial Group, Inc. | Institutional Filer | ▲ 9.36% | $900.5M | 305 |
Current Portfolio Holdings
Showing all 305 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MOFG | MidWestOne Financial Group, Inc. | Financial Services | 4.1M | $156.1M | 17.34% |
| 2 | SCHV | SCHWAB STRATEGIC TR | — | 1.2M | $35.2M | 3.91% |
| 3 | AAPL | Apple Inc. | Technology | 129K | $35.1M | 3.90% |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | — | 264K | $32.1M | 3.57% |
| 5 | SPYM | SPDR SERIES TRUST | — | 309K | $24.8M | 2.75% |
| 6 | MUB | ISHARES TR | — | 227K | $24.3M | 2.70% |
| 7 | IEFA | ISHARES TR | — | 268K | $24.0M | 2.67% |
| 8 | SCHB | SCHWAB STRATEGIC TR | — | 721K | $18.9M | 2.10% |
| 9 | SPAB | SPDR SERIES TRUST | — | 631K | $16.3M | 1.81% |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | — | 208K | $15.8M | 1.75% |
| 11 | AGG | ISHARES TR | — | 146K | $14.6M | 1.62% |
| 12 | MSFT | Microsoft Corporation | Technology | 29K | $14.3M | 1.58% |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | — | 178K | $14.2M | 1.58% |
| 14 | MU | Micron Technology, Inc. | Technology | 37K | $10.5M | 1.17% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 30K | $9.6M | 1.07% |
Showing 1 to 15 of 305 holdings