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Home > Institutional Investor > Midwest Heritage Bank, Fsb > 13F Holdings

Instuitional Investor - Midwest Heritage Bank, Fsb

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,130,460 $39,102,596 18.14%
2.
Capital Group Core Equity Et
 838,880 $29,335,632 13.61%
3.
Capital Grp Fixed Incm Etf T
 813,127 $18,051,413 8.37%
4.
Capital Group Dividend Value
 510,957 $18,016,358 8.35%
5.
Dimensional Etf Trust
 164,520 $10,706,994 4.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)