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Portfolio (Quarterly) Guide ↗

Midwest Heritage Bank, FSB

· CIK 0001906805
13F Portfolio $353M AUM 53 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 53 New
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACWI ISHARES TR 15,486.0 $2.4M 0.69% NEW $156.97 +2.2%
22 QUAL ISHARES TR 9,408.0 $2.1M 0.58% NEW $219.42 +1.4%
23 VOO VANGUARD INDEX FDS 2,621.0 $1.8M 0.51% NEW $686.70 +2.5%
24 IVV ISHARES TR 2,051.0 $1.5M 0.43% NEW $748.80 +2.7%
25 JHSC JOHN HANCOCK EXCHANGE TRADED 23,982.0 $1.2M 0.33% NEW $48.56 -0.8%
26 ESGU ISHARES TR 6,960.0 $1.1M 0.32% NEW $163.67 +2.7%
27 DFAX DIMENSIONAL ETF TRUST 24,252.0 $893K 0.25% NEW $36.84 +3.6%
28 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.21% NEW $748850.00
29 FTEC FIDELITY COVINGTON TRUST 2,462.0 $703K 0.20% NEW $285.58 +0.2%
30 CGHM CAPITAL GRP FIXED INCM ETF T 23,202.0 $600K 0.17% NEW $25.85 -2.4%
31 XOM EXXON MOBIL CORP Energy 3,867.0 $529K 0.15% NEW $136.73 +16.4%
32 EFV ISHARES TR 6,602.0 $505K 0.14% NEW $76.55 +7.0%
33 CGMU CAPITAL GRP FIXED INCM ETF T 17,402.0 $478K 0.14% NEW $27.47 -2.0%
34 AVUS AMERICAN CENTY ETF TR 3,554.0 $455K 0.13% NEW $128.08 +1.4%
35 CGMS CAPITAL GRP FIXED INCM ETF T 16,511.0 $451K 0.13% NEW $27.33 -1.2%
36 AMZN AMAZON COM INC Consumer Cyclical 1,775.0 $423K 0.12% NEW $238.34 +9.8%
37 CVX CHEVRON CORPORATION Energy 2,473.0 $410K 0.12% NEW $165.79 +23.7%
38 CASY CASEYS GEN STORES INC Consumer Cyclical 504.0 $400K 0.11% NEW $794.30 -5.1%
39 IYW ISHARES TR 1,543.0 $389K 0.11% NEW $252.29 -0.8%
40 IVW ISHARES TR 2,637.0 $363K 0.10% NEW $137.54 +1.3%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 31.1%
Energy 28.9%
Technology 18.5%
Consumer Defensive 10.9%
Financial Services 10.5%