Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Emprise Bank (CIK 2018815) reported $249.1M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGIT ($35.0M, 14.07%), AVDV ($28.8M, 11.56%), DFEM ($18.8M, 7.55%), VTIP ($17.4M, 6.98%), VTI ($12.0M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD INTERMEDIATE-TERM | $35.0M | 14.07% | 588,454 | Added |
| 2 | AVDV | AVANTIS INTERNATIONAL SMALL CAP | $28.8M | 11.56% | 288,385 | Added |
| 3 | DFEM | DIMENSIONAL EMERGING MARKETS CO | $18.8M | 7.55% | 544,566 | Added |
| 4 | VTIP | VANGUARD SHORT TERM INF PROT SE | $17.4M | 6.98% | 348,233 | Trimmed |
| 5 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $12.0M | 4.82% | 37,423 | Added |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS | $9.2M | 3.69% | 143,599 | Trimmed |
| 7 | SGOV | iShares 0-3 Month Treasury Bond | $7.7M | 3.08% | 76,277 | Trimmed |
| 8 | AVGO | BROADCOM INC | $6.6M | 2.66% | 21,402 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $6.5M | 2.60% | 37,190 | Trimmed |
| 10 | DIHP | Dimensional International High | $5.7M | 2.28% | 175,941 | Added |
| 11 | AAPL | APPLE INC | $5.5M | 2.22% | 21,763 | Trimmed |
| 12 | DUHP | Dimensional U.S. High Profitabi | $4.6M | 1.87% | 126,414 | Added |
| 13 | DISV | DIMENSIONAL INTERNATIONAL SMALL | $4.4M | 1.76% | 111,361 | Added |
| 14 | MSFT | MICROSOFT CORP | $4.2M | 1.67% | 11,264 | Trimmed |
| 15 | AVUV | Avantis US Small Cap Value | $3.5M | 1.41% | 31,852 | Trimmed |
| 16 | DFAE | DFA EMERGING CORE | $3.3M | 1.32% | 97,238 | Hold |
| 17 | GOOGL | ALPHABET INC CL A | $3.2M | 1.29% | 11,178 | Trimmed |
| 18 | AMZN | AMAZON.COM INC | $3.2M | 1.28% | 15,277 | Trimmed |
| 19 | CAT | CATERPILLAR INC | $3.2M | 1.28% | 4,492 | Trimmed |
| 20 | RTX | RTX CORPORATION | $3.1M | 1.25% | 16,167 | Trimmed |
| 21 | GOOG | ALPHABET INC CL C | $2.8M | 1.14% | 9,930 | Hold |
| 22 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.07% | 9,073 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $2.5M | 1.00% | 2,503 | Trimmed |
| 24 | DFSV | DFA US SMALL CAP VALUE | $2.5M | 0.99% | 70,540 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC CLASS B | $2.1M | 0.84% | 4,391 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31