Midwest Heritage Bank, FSB
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CAPITAL GROUP GROWTH ETF | $12.26M | 4.2% |
| DIMENSIONAL ETF TRUST | $13.13M | 4.5% |
| DIMENSIONAL ETF TRUST | $14.56M | 5.0% |
| DIMENSIONAL ETF TRUST | $14.66M | 5.1% |
| DIMENSIONAL ETF TRUST | $18.57M | 6.4% |
| CAPITAL GRP FIXED INCM ETF T | $24.55M | 8.5% |
| CAPITAL GROUP DIVIDEND VALUE | $28.27M | 9.8% |
| CAPITAL GROUP CORE EQUITY ET | $39.25M | 13.5% |
| DIMENSIONAL ETF TRUST | $48.90M | 16.9% |