Top 50 Zions Bancorporation, N.a. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWS | iShares Russell Mid-Cap Value | 9.61% | 1.18M | $152.3M | +7.21%(+79.18K) | — | 2024-12-31 | |
| IVV | iShares Core S&P 500 ETF | 7.86% | 211.6K | $124.6M | +6.29%(+12.53K) | — | 2024-12-31 | |
| VTI | Vanguard Total Stock Market ET | 6.7% | 366.5K | $106.2M | -3.19%(-12.07K) | — | 2024-12-31 | |
| IWP | iShares Russell Mid-Cap Growth | 4.01% | 501.8K | $63.6M | -1.57%(-7.99K) | — | 2024-12-31 | |
| VWO | Vanguard FTSE Emerging Markets | 3.1% | 1.12M | $49.2M | +6046.43%(+1.10M) | — | 2024-12-31 | |
| AGG | iShares Core US Aggregate Bond | 2.89% | 472.5K | $45.8M | -2.94%(-14.31K) | — | 2024-12-31 | |
| NVDA | Nvidia Corp | 2.11% | 248.8K | $33.4M | +8.91%(+20.36K) | — | 2024-12-31 | |
| AMZN | Amazon.Com Inc | 2.05% | 148.0K | $32.5M | +14.17%(+18.37K) | — | 2024-12-31 | |
| AAPL | Apple Inc | 1.91% | 120.8K | $30.2M | +13.28%(+14.16K) | — | 2024-12-31 | |
| MSFT | Microsoft Corp | 1.88% | 70.8K | $29.9M | +12.98%(+8.13K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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