SOUTHERN MICHIGAN BANK & TRUST
CIK 1173227 · Holdings on Mar 31, 2026 · First reported Apr 27, 2026
Top ten holdings
Q1 2026- SCHG17.24%
- BIV12.85%
- SCHV11.72%
- GVI11.52%
- VO7.07%
- SPSB3.89%
- AAPL2.29%
- NVDA2.28%
- 0390009971.84%
- IVV1.56%
Share classes counted separately72.26%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $44.94M | 17.24% | 1.54M shares | Prior unavailable — | — | ↗▾ |
| 02 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $33.48M | 12.85% | 433.77K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $30.55M | 11.72% | 1.00M shares | Prior unavailable — | — | ↗▾ |
| 04 | GVIISHARES INTERMEDIATE GOVERNMINTRM GOV CR ETF View history and evidence | $30.02M | 11.52% | 281.44K shares | Prior unavailable — | — | ↗▾ |
| 05 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $18.42M | 7.07% | 64.16K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPSBSS SPDR P ST C CORP ETFSTATE STREET SPD View history and evidence | $10.15M | 3.89% | 337.50K shares | Prior unavailable — | — | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $5.98M | 2.29% | 23.57K shares | Prior unavailable — | — | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $5.95M | 2.28% | 34.12K shares | Prior unavailable — | — | ↗▾ |
| 09 | 039000997Armstrong Global Holding Inc. Series A View history and evidence | $4.79M | 1.84% | 47.85K shares | Prior unavailable — | — | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $4.06M | 1.56% | 6.22K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1173227 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 260597033
}Research all 424 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.