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.
Members Trust Co (CIK 1677560) reported $3.01B across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($568.3M, 18.88%), SPY ($408.0M, 13.56%), IEFA ($352.5M, 11.71%), VTV ($191.6M, 6.37%), LQD ($171.0M, 5.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $568.3M | 18.88% | 5.7M | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $408.0M | 13.56% | 627,421 | Trimmed |
| 3 | IEFA | ISHARES TR | $352.5M | 11.71% | 3.9M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $191.6M | 6.37% | 976,626 | Trimmed |
| 5 | LQD | ISHARES TR | $171.0M | 5.68% | 1.6M | Added |
| 6 | IGSB | ISHARES TR | $170.5M | 5.67% | 3.2M | Added |
| 7 | IJH | ISHARES TR | $144.1M | 4.79% | 2.1M | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $122.4M | 4.07% | 2.5M | Added |
| 9 | IEF | ISHARES TR | $121.1M | 4.02% | 1.3M | Added |
| 10 | VUG | VANGUARD INDEX FDS | $116.2M | 3.86% | 265,953 | Added |
| 11 | SPTS | SPDR SERIES TRUST | $110.0M | 3.66% | 3.8M | Added |
| 12 | IJR | ISHARES TR | $107.7M | 3.58% | 866,325 | Added |
| 13 | IEMG | ISHARES INC | $107.7M | 3.58% | 1.5M | Trimmed |
| 14 | GSEW | GOLDMAN SACHS ETF TR | $92.0M | 3.06% | 1.1M | Trimmed |
| 15 | AAPL | APPLE INC | $28.9M | 0.96% | 113,899 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $25.9M | 0.86% | 43,346 | Trimmed |
| 17 | SUB | ISHARES TR | $19.9M | 0.66% | 187,268 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $10.4M | 0.35% | 59,679 | Added |
| 19 | MSFT | MICROSOFT CORP | $9.7M | 0.32% | 26,185 | Trimmed |
| 20 | SHY | ISHARES TR | $8.7M | 0.29% | 105,463 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $7.4M | 0.24% | 38,333 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $6.9M | 0.23% | 9,796 | Trimmed |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $5.8M | 0.19% | 24,054 | Added |
| 24 | VBK | VANGUARD INDEX FDS | $4.2M | 0.14% | 13,742 | Trimmed |
| 25 | KO | COCA COLA CO | $3.6M | 0.12% | 47,903 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31