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.
Midwest Heritage Bank, FSB (CIK 1906805) reported $311.7M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($49.6M, 15.91%), CGUS ($40.5M, 12.98%), CGDV ($30.2M, 9.68%), CGCP ($29.6M, 9.51%), DUHP ($19.4M, 6.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $49.6M | 15.91% | 1.3M | Added |
| 2 | CGUS | CAPITAL GROUP CORE EQUITY ET | $40.5M | 12.98% | 1.1M | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.2M | 9.68% | 709,510 | Added |
| 4 | CGCP | CAPITAL GRP FIXED INCM ETF T | $29.6M | 9.51% | 1.3M | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $19.4M | 6.23% | 527,822 | Added |
| 6 | DFGP | DIMENSIONAL ETF TRUST | $18.7M | 5.99% | 345,985 | Added |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $15.5M | 4.96% | 397,010 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $14.1M | 4.52% | 197,841 | Added |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | $13.5M | 4.33% | 335,735 | Added |
| 10 | FPE | FIRST TR EXCH TRADED FD III | $8.4M | 2.71% | 475,098 | Added |
| 11 | SHY | ISHARES TR | $8.3M | 2.67% | 100,955 | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $7.7M | 2.48% | 70,100 | Added |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $7.7M | 2.46% | 226,648 | Added |
| 14 | SPLG | SPDR SERIES TRUST | $6.6M | 2.12% | 86,236 | Trimmed |
| 15 | CGCV | CAPITAL GROUP CONSERVATIVE E | $6.6M | 2.12% | 221,670 | Added |
| 16 | TLT | ISHARES TR | $4.8M | 1.53% | 54,988 | Added |
| 17 | FTA | FIRST TR EXCHANGE-TRADED ALP | $4.3M | 1.37% | 46,264 | Trimmed |
| 18 | AVLV | AMERICAN CENTY ETF TR | $3.3M | 1.04% | 40,386 | Added |
| 19 | DIHP | DIMENSIONAL ETF TRUST | $2.4M | 0.77% | 74,525 | Added |
| 20 | ACWI | ISHARES TR | $2.1M | 0.69% | 15,486 | Hold |
| 21 | CGGG | CAPITAL GROUP EQUITY ETF TR | $2.0M | 0.64% | 78,532 | New |
| 22 | QUAL | ISHARES TR | $1.8M | 0.58% | 9,408 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $1.6M | 0.50% | 2,614 | Added |
| 24 | IVV | ISHARES TR | $1.4M | 0.44% | 2,101 | Trimmed |
| 25 | JHSC | JOHN HANCOCK EXCHANGE TRADED | $1.0M | 0.33% | 24,293 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31