Institutions / Midwest Heritage Bank, FSB

Midwest Heritage Bank, FSB

CIK 1906805 · Institution · as of Dec 31, 2025

Portfolio value

$289.73M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 59 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$48.90M	1,235,099	16.9%
Capital Group Core Equity Et	—	$39.25M	975,708	13.5%
Capital Group Dividend Value	—	$28.27M	647,710	9.8%
Capital Grp Fixed Incm ETF T	—	$24.55M	1,084,574	8.5%
Dimensional ETF Trust	—	$18.57M	488,388	6.4%
Dimensional ETF Trust	—	$14.66M	271,104	5.1%
Dimensional ETF Trust	—	$14.56M	382,023	5.0%
Dimensional ETF Trust	—	$13.13M	188,529	4.5%
Capital Group Growth ETF	—	$12.26M	275,708	4.2%
SPDR Series Trust	—	$7.51M	93,664	2.6%
First Tr Exch Traded Fd III	—	$7.18M	394,155	2.5%
Dimensional ETF Trust	—	$7.13M	218,949	2.5%
American Centy ETF Tr	—	$6.82M	66,902	2.4%
iShares Tr	—	$6.79M	81,947	2.3%
First Tr Exchange-Traded Alp	—	$4.75M	55,085	1.6%
Capital Group Conservative E	—	$4.37M	143,212	1.5%
iShares MSCI UAE ETF	—	$3.72M	42,670	1.3%
American Centy ETF Tr	—	$2.88M	37,976	1.0%
iShares Tr	—	$2.19M	15,486	0.8%
Dimensional ETF Trust	—	$2.19M	69,114	0.8%
iShares MSCI UAE ETF	—	$2.10M	10,570	0.7%
Vanguard Index Fds	—	$1.60M	2,553	0.6%
iShares Tr	—	$1.44M	2,104	0.5%
iShares Tr	—	$1.09M	7,306	0.4%
John Hancock Exchange Traded	—	$1.02M	24,316	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.