Top 50 First Citizens Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARE DOW JONES TECH | 7.71% | 90.0K | $16.3M | -0.33%(-302) | $66.62(+238.00%) | 2026-03-31 | |
| EFA | ISHARE MSCI EAFE FUND | 3.51% | 76.6K | $7.4M | -3.39%(-2.69K) | $67.26(+51.70%) | 2026-03-31 | |
| IJK | ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | 3.49% | 73.4K | $7.4M | -0.16%(-117) | $62.28(+77.51%) | 2026-03-31 | |
| IJJ | ISHARE S&P MIDCAP 400/VALUE INDEX FUND | 3.16% | 50.4K | $6.7M | -1.08%(-550) | $88.52(+60.16%) | 2026-03-31 | |
| IYF | ISHARE DOW JONES FINANCIAL SECTOR | 3.02% | 54.3K | $6.4M | -0.17%(-94) | $68.67(+79.68%) | 2026-03-31 | |
| IYH | ISHARE DOW JONES HEALTHCARE | 2.7% | 92.9K | $5.7M | -0.79%(-737) | $44.19(+38.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.6% | 21.7K | $5.5M | +5.04%(+1.04K) | $121.86(+133.21%) | 2026-03-31 | |
| JPST | JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | 2.59% | 108.6K | $5.5M | +137.52%(+62.85K) | $50.59(-0.26%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MKT INDEX | 2.51% | 16.6K | $5.3M | +12.53%(+1.85K) | $237.97(+50.01%) | 2026-03-31 | |
| IYJ | ISHARE DOW JONES INDUSTRIAL | 2.28% | 32.8K | $4.8M | -0.95%(-313) | $85.25(+83.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.20% |
| Top 20 Holdings Unweighted | +10.42% | +34.64% |
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