Top 50 Southern Michigan Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | Schwab U.S. Large Cap Growth ETF | 17.24% | 1.54M | $44.9M | new | $30.87(+10.51%) | 2026-03-31 | |
| BIV | Vanguard Intermediate Term Bond ETF | 12.85% | 433.8K | $33.5M | new | $77.53(-1.42%) | 2026-03-31 | |
| SCHV | Schwab U.S. Large Cap Value ETF | 11.72% | 1.00M | $30.5M | new | $30.06(+14.56%) | 2026-03-31 | |
| GVI | iShares Intermediate Govt Credit Bond ETF | 11.52% | 281.4K | $30.0M | new | $107.01(-1.12%) | 2026-03-31 | |
| VO | Vanguard Mid Cap ETF | 7.07% | 64.2K | $18.4M | new | $72.17(+11.55%) | 2026-03-31 | |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond ETF | 3.89% | 337.5K | $10.1M | new | $30.14(-0.68%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.29% | 23.6K | $6.0M | new | $262.82(+17.43%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 2.28% | 34.1K | $6.0M | new | $180.45(+7.97%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF | 1.56% | 6.2K | $4.1M | new | $669.08(+11.86%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 1.48% | 13.4K | $3.9M | new | $300.28(+19.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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