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.
FOUNDERS BANK & TRUST (CIK 1358096) reported $190.2M across 361 reported positions in its SEC 13F filing for 2014-12-31. Largest positions: IVV ($21.7M, 11.41%), MINT ($16.8M, 8.82%), VYM ($9.7M, 5.12%), VIG ($9.7M, 5.11%), SPY ($9.7M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares S&P 500 ETF | $21.7M | 11.41% | 104,920 | Trimmed |
| 2 | MINT | PIMCO Enhanced Short Maturity Active ETF | $16.8M | 8.82% | 166,067 | Added |
| 3 | VYM | Vanguard High Dividend Yield | $9.7M | 5.12% | 141,716 | Trimmed |
| 4 | VIG | Vanguard Dividend Apprec | $9.7M | 5.11% | 119,882 | Trimmed |
| 5 | SPY | SPDR S&P 500 ETF | $9.7M | 5.11% | 47,337 | Trimmed |
| 6 | VEU | Vanguard Intl Equity Index Allworld Ex US | $9.3M | 4.91% | 199,254 | Trimmed |
| 7 | IWD | iShares Russell 1000 Value ETF | $9.2M | 4.84% | 88,160 | Trimmed |
| 8 | IGSB | iShares 1-3 Yr Credit Bond | $9.2M | 4.81% | 87,035 | Added |
| 9 | DWX | SPDR S&P International Div | $6.3M | 3.32% | 150,287 | Trimmed |
| 10 | VEA | Vanguard ETF FTSE Developed Markets | $3.9M | 2.05% | 103,129 | Added |
| 11 | VCSH | Vanguard Short-Term Corp Bond Index Fund | $3.7M | 1.96% | 46,860 | Added |
| 12 | FDL | FT Morningstar Dividend Leaders | $3.2M | 1.69% | 134,512 | Added |
| 13 | HDV | iShares Core High Dividend ETF | $3.1M | 1.63% | 40,533 | Added |
| 14 | DVY | iShares DJ Select Dividend | $2.7M | 1.44% | 34,580 | Added |
| 15 | PEP | Pepsico Inc Com | $2.5M | 1.33% | 26,841 | Added |
| 16 | JNJ | Johnson & Johnson Com | $2.4M | 1.25% | 22,719 | Trimmed |
| 17 | IGIB | iShares Intermediate Credit | $2.0M | 1.07% | 18,557 | Trimmed |
| 18 | AIVI | Wisdomtree International Divex-Financials | $2.0M | 1.04% | 46,168 | Trimmed |
| 19 | HD | Home Depot Inc Com | $1.9M | 0.98% | 17,810 | Trimmed |
| 20 | MSFT | Microsoft Corporation Com | $1.5M | 0.80% | 32,693 | Trimmed |
| 21 | PFE | Pfizer Inc Com | $1.5M | 0.79% | 48,258 | Trimmed |
| 22 | PG | Procter & Gamble Co Com | $1.5M | 0.78% | 16,212 | Added |
| 23 | PAYX | Paychex Incorporated Com | $1.5M | 0.78% | 32,174 | Trimmed |
| 24 | GE | General Electric Co Com | $1.3M | 0.68% | 51,027 | Trimmed |
| 25 | KO | Coca Cola Co Com | $1.2M | 0.64% | 28,841 | Trimmed |
Source: SEC Form 13F filings · as of 2014-12-31