Top 50 Ledyard National Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 6.95% | 1.14M | $80.2M | -6.55%(-80.12K) | $49.74(+47.10%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 5.88% | 103.8K | $67.8M | -11.38%(-13.32K) | $389.29(+91.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.17% | 234.9K | $59.6M | -0.40%(-946) | $54.78(+445.56%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4.64% | 591.8K | $53.6M | +0.21%(+1.25K) | $65.49(+48.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.48% | 108.3K | $40.1M | -3.07%(-3.43K) | $35.11(+1054.05%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.21% | 119.6K | $37.0M | -6.27%(-8.00K) | $29.10(+1332.18%) | 2026-03-31 | |
| DFAE | DIMENSIONAL EMERG CORE EQ MKT ETF | 2.94% | 1.00M | $33.9M | +0.66%(+6.59K) | $23.69(+67.83%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 2.27% | 91.0K | $26.2M | -5.97%(-5.77K) | $30.07(+1239.05%) | 2026-03-31 | |
| MUB | ISHARES NATL MUNI BOND ETF | 2.19% | 238.3K | $25.3M | +4.01%(+9.18K) | $105.88(+0.72%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2.13% | 802.2K | $24.6M | +5.57%(+42.35K) | $25.27(+25.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.94% |
| Top 20 Holdings Unweighted | +16.15% | +56.70% |
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