Top 50 First Financial Bank - Trust Division Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES | 9.99% | 1.37M | $124.1M | +3.59%(+47.48K) | $64.40(+48.18%) | 2026-03-31 | |
| IWM | ISHARES | 5.25% | 262.7K | $65.1M | +3.23%(+8.21K) | $143.36(+97.10%) | 2026-03-31 | |
| SPY | S&P 500 DEPOSITARY RECEIPTS | 4.78% | 91.2K | $59.3M | +1.62%(+1.46K) | $295.62(+144.83%) | 2026-03-31 | |
| IVV | ISHARES | 4.53% | 86.1K | $56.2M | +7.56%(+6.05K) | $391.48(+85.70%) | 2026-03-31 | |
| IJR | ISHARES | 3.41% | 340.7K | $42.3M | +8.01%(+25.27K) | $95.31(+44.90%) | 2026-03-31 | |
| JIRE | JP MORGAN | 3.05% | 500.0K | $37.9M | +7.24%(+33.76K) | $64.96(+22.05%) | 2026-03-31 | |
| JEPI | JP MORGAN | 2.91% | 636.7K | $36.1M | +5.16%(+31.26K) | $56.81(-0.55%) | 2026-03-31 | |
| IEMG | ISHARES | 2.88% | 512.8K | $35.8M | +8.85%(+41.71K) | $52.28(+53.31%) | 2026-03-31 | |
| IEF | ISHARES | 2.71% | 353.1K | $33.7M | +2.68%(+9.23K) | $95.53(-1.05%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE COMPANY | 2.58% | 222.2K | $32.1M | -2.95%(-6.74K) | $74.37(+94.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.48% | +31.22% |
| Top 20 Holdings Unweighted | +9.00% | +29.52% |
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