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Midwest Heritage Bank, FSB 13F holdings

Filed 2026-07-28 · Midwest Heritage Bank, FSB · 53 positions · $352.8M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST1.3M$56.8M16.1%
CGUSCAPITAL GROUP CORE EQUITY ET1.1M$48.1M13.6%
CGDVCAPITAL GROUP DIVIDEND VALUE720.4K$35.5M10.1%
CGCPCAPITAL GRP FIXED INCM ETF T1.4M$30.7M8.7%
DUHPDIMENSIONAL ETF TRUST533.3K$22.3M6.3%
DFGPDIMENSIONAL ETF TRUST360.4K$19.6M5.6%
DFAIDIMENSIONAL ETF TRUST404.6K$16.7M4.7%
DFASDIMENSIONAL ETF TRUST199.5K$16.4M4.7%
CGGRCAPITAL GROUP GROWTH ETF341.6K$16.1M4.6%
DFAEDIMENSIONAL ETF TRUST229.1K$9.2M2.6%
FPEFIRST TR EXCH TRADED FD III495.9K$8.9M2.5%
AVUVAMERICAN CENTY ETF TR70.8K$8.8M2.5%
SHYISHARES TR104.9K$8.6M2.4%
CGCVCAPITAL GROUP CONSERVATIVE E232.2K$7.6M2.2%
SPYMSPDR SERIES TRUST86.2K$7.6M2.1%
TLTISHARES TR57.9K$5.0M1.4%
FTAFIRST TR EXCHANGE-TRADED ALP43.7K$4.2M1.2%
AVLVAMERICAN CENTY ETF TR40.9K$3.7M1.1%
—CAPITAL GROUP EQUITY ETF TR110.6K$3.2M0.9%
DIHPDIMENSIONAL ETF TRUST75.9K$2.6M0.7%
ACWIISHARES TR15.5K$2.4M0.7%
QUALISHARES TR9.4K$2.1M0.6%
VOOVANGUARD INDEX FDS2.6K$1.8M0.5%
IVVISHARES TR2.1K$1.5M0.4%
JHSCJOHN HANCOCK EXCHANGE TRADED24.0K$1.2M0.3%
ESGUISHARES TR7.0K$1.1M0.3%
DFAXDIMENSIONAL ETF TRUST24.3K$893,4390.3%
BRK-BBERKSHIRE HATHAWAY INC DEL1$748,8500.2%
FTECFIDELITY COVINGTON TRUST2.5K$703,0950.2%
CGHMCAPITAL GRP FIXED INCM ETF T23.2K$599,7590.2%
EXMOCEXXON MOBIL CORP3.9K$528,7510.1%
EFVISHARES TR6.6K$505,3930.1%
CGMUCAPITAL GRP FIXED INCM ETF T17.4K$478,0430.1%
AVUSAMERICAN CENTY ETF TR3.6K$455,1970.1%
CGMSCAPITAL GRP FIXED INCM ETF T16.5K$451,2490.1%
AMZNAMAZON COM INC1.8K$423,0540.1%
CVXCHEVRON CORPORATION2.5K$410,0000.1%
CASYCASEYS GEN STORES INC504$400,3290.1%
IYWISHARES TR1.5K$389,2800.1%
IVWISHARES TR2.6K$362,6810.1%
MOALTRIA GROUP INC4.9K$354,9160.1%
EFGISHARES TR2.8K$349,2020.1%
PFGPRINCIPAL FINANCIAL GROUP IN3.2K$341,4930.1%
AAPLAPPLE INC1.1K$325,5960.1%
DYNFBLACKROCK ETF TRUST4.7K$322,7070.1%
CGCBCAPITAL GRP FIXED INCM ETF T11.0K$288,0870.1%
NVDANVIDIA CORPORATION1.4K$276,5440.1%
SGOVISHARES TR2.7K$273,3190.1%
BRK-BBERKSHIRE HATHAWAY INC DEL516$258,2010.1%
IFRAISHARES TR3.4K$215,2530.1%
IWFISHARES TR1.7K$211,2760.1%
SPTSSPDR SERIES TRUST7.0K$204,3460.1%
FFORD MTR CO13.4K$186,4460.1%
Top Fund Holdings
13F
Top Fund Holdings

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