Top 50 Crews Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | State Street SPDR Port S&P 500 Large Cap ETF | 12.83% | 1.16M | $88.5M | +1.71%(+19.45K) | $69.17(+27.30%) | 2026-03-31 | |
| SLQD | iShares 0-5 Year Investment Grade ETF | 5.56% | 759.6K | $38.4M | +3.15%(+23.19K) | $50.18(+0.27%) | 2026-03-31 | |
| VIG | Vanguard Dividend Appreciation ETF | 5.46% | 175.1K | $37.7M | +1.69%(+2.92K) | $200.05(+15.41%) | 2026-03-31 | |
| VYM | Vanguard High Dividend Yield ETF | 5.29% | 246.3K | $36.5M | -0.70%(-1.73K) | $128.65(+22.22%) | 2026-03-31 | |
| VUG | Vanguard Growth ETF | 4.29% | 67.8K | $29.6M | +3.48%(+2.28K) | $68.18(+29.79%) | 2026-03-31 | |
| SPIB | State Street SPDR Intermediate Corp Bond ETF | 3.75% | 770.3K | $25.8M | +5.08%(+37.24K) | $33.38(+0.06%) | 2026-03-31 | |
| SPSM | State Street SPDR Port S&P 600 Small Cap ETF | 3.41% | 486.7K | $23.5M | -6.15%(-31.92K) | $44.97(+17.73%) | 2026-03-31 | |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 2.83% | 236.2K | $19.5M | +2.93%(+6.72K) | $82.16(+0.36%) | 2026-03-31 | |
| SPMD | State Street SPDR Port S&P 400 Mid Cap ETF | 2.82% | 328.1K | $19.4M | -3.81%(-13.01K) | $54.58(+17.98%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.62% | 71.3K | $18.1M | -2.05%(-1.50K) | $232.35(+28.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.15% | +33.64% |
| Top 20 Holdings Unweighted | +10.52% | +35.00% |
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