Top 50 Corefirst Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 5.21% | 38.8K | $9.8M | -7.27%(-3.04K) | $123.00(+153.17%) | 2026-03-31 | |
| AVDV | Avantis Intl Small Cap Value | 5.07% | 95.8K | $9.6M | -7.34%(-7.59K) | $59.67(+83.33%) | 2026-03-31 | |
| CL | Colgate Palmolive Co | 4.97% | 110.1K | $9.4M | +0.00%(+0) | $81.33(+4.23%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 3.98% | 117.0K | $7.5M | +1.02%(+1.18K) | $49.14(+46.21%) | 2026-03-31 | |
| ACIO | Aptus Collared Investment Opp ETF | 3.51% | 157.9K | $6.6M | +30.39%(+36.79K) | $43.39(+8.18%) | 2026-03-31 | |
| IVLU | IShares Edge MSCI Intl Value | 3.45% | 164.2K | $6.5M | -7.06%(-12.47K) | $24.93(+72.91%) | 2026-03-31 | |
| AVUV | Avantis US Small Cap Value | 3.17% | 54.1K | $6.0M | -2.49%(-1.38K) | $81.08(+49.57%) | 2026-03-31 | |
| VYM | Vanguard High Dividend Yield Index | 2.99% | 38.1K | $5.6M | -2.36%(-922) | $107.01(+49.66%) | 2026-03-31 | |
| IVV | Ishares S&P 500 Index Fund | 2.2% | 6.3K | $4.1M | +4.53%(+275) | $481.53(+58.11%) | 2026-03-31 | |
| AVEM | Avantis Emerging Markets Equity ETF | 2.08% | 48.8K | $3.9M | -0.53%(-258) | $51.38(+90.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.90% |
| Top 20 Holdings Unweighted | +12.04% | +40.63% |
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