Top 50 Ames National Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 Index | 24.92% | 63.6K | $41.5M | +2.12%(+1.32K) | $593.04(+26.20%) | 2026-03-31 | |
| BSV | Vanguard Short-Term Bond | 7.67% | 163.1K | $12.8M | +8.65%(+12.99K) | $78.09(-0.43%) | 2026-03-31 | |
| BND | Vanguard Total Bond Market | 7.48% | 169.2K | $12.5M | +9.63%(+14.87K) | $73.55(-0.60%) | 2026-03-31 | |
| AGG | iShares Core US Aggregate Bond | 7.38% | 123.8K | $12.3M | +8.77%(+9.98K) | $99.14(-0.54%) | 2026-03-31 | |
| VXUS | Vanguard Total International Stock | 3.62% | 78.2K | $6.0M | -0.60%(-470) | $62.26(+36.27%) | 2026-03-31 | |
| MSFT | Microsoft | 3.52% | 15.9K | $5.9M | +0.46%(+73) | $425.84(-8.30%) | 2026-03-31 | |
| IWR | iShares Russell Mid-Cap Index | 3.17% | 54.3K | $5.3M | -1.36%(-750) | $88.27(+25.00%) | 2026-03-31 | |
| VTIP | Vanguard Short-Term Inflation-Protected Securities | 2.88% | 96.2K | $4.8M | +6.27%(+5.68K) | $48.98(+1.23%) | 2026-03-31 | |
| AAPL | Apple | 2.69% | 17.7K | $4.5M | +0.00%(+0) | $232.35(+32.83%) | 2026-03-31 | |
| IWM | iShares Russell 2000 Index | 2.37% | 15.9K | $3.9M | -1.25%(-202) | $220.93(+34.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.32% | +20.19% |
| Top 20 Holdings Unweighted | +9.13% | +29.97% |
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