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Southern Michigan Bank & Trust

Portfolio Manager
Southern Michigan Bank & Trust
Performance
0% (N/A)
AUM (13F)
$260.60M
# of Holdings
424
Performance Rank
N/A
Allocation (Top 20)
79.15%

Southern Michigan Bank & Trust Holdings Map

Top 50 Southern Michigan Bank & Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHG
Schwab U.S. Large Cap Growth ETF
17.24%1.54M$44.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.54M shares
$30.87(+10.51%)
2026-03-31
BIV
Vanguard Intermediate Term Bond ETF
12.85%433.8K$33.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 433.8K shares
$77.53(-1.42%)
2026-03-31
SCHV
Schwab U.S. Large Cap Value ETF
11.72%1.00M$30.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.00M shares
$30.06(+14.56%)
2026-03-31
GVI
iShares Intermediate Govt Credit Bond ETF
11.52%281.4K$30.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 281.4K shares
$107.01(-1.12%)
2026-03-31
VO
Vanguard Mid Cap ETF
7.07%64.2K$18.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 64.2K shares
$72.17(+11.55%)
2026-03-31
SPSB
State Street SPDR Portfolio Short Term Corporate Bond ETF
3.89%337.5K$10.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 337.5K shares
$30.14(-0.68%)
2026-03-31
AAPL
Apple Inc
2.29%23.6K$6.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 23.6K shares
$262.82(+17.43%)
2026-03-31
NVDA
NVIDIA Corp
2.28%34.1K$6.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 34.1K shares
$180.45(+7.97%)
2026-03-31
IVV
iShares Core S&P 500 ETF
1.56%6.2K$4.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.2K shares
$669.08(+11.86%)
2026-03-31
GOOGL
Alphabet Inc Class A
1.48%13.4K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 13.4K shares
$300.28(+19.86%)
2026-03-31

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