Emprise Bank
CIK 2018815 · Holdings on Mar 31, 2024 · First reported Apr 8, 2024
Top ten holdings
Q1 2024- SGOV7.24%
- VTI5.76%
- MSFT5.39%
- VGIT5.29%
- DFEM4.50%
- VTIP3.69%
- AVDV3.22%
- VEA3.13%
- AAPL3.00%
- NVDA2.74%
Share classes counted separately43.96%
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 | SGOVISHARES 0-3 MONTH TREASURY BFixed Income View history and evidence | $10.75M | 7.24% | 106.75K shares | Prior unavailable — | — | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USEquities View history and evidence | $8.56M | 5.76% | 32.93K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORPEquities View history and evidence | $8.01M | 5.39% | 19.03K shares | Prior unavailable — | — | ↗▾ |
| 04 | VGITVANGUARD INTERMEDIATE-TERM TFixed Income View history and evidence | $7.86M | 5.29% | 134.22K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFEMDIMENSIONAL EMRG MRKT COREEquities View history and evidence | $6.69M | 4.50% | 262.43K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTIPVANGUARD SHORT-TERM TIPSFixed Income View history and evidence | $5.48M | 3.69% | 114.39K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVDVAVANTIS INTL S/C VALUE ETFEquities View history and evidence | $4.79M | 3.22% | 72.74K shares | Prior unavailable — | — | ↗▾ |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFEquities View history and evidence | $4.66M | 3.13% | 92.79K shares | Prior unavailable — | — | ↗▾ |
| 09 | AAPLAPPLE INCEquities View history and evidence | $4.46M | 3.00% | 26.03K shares | Prior unavailable — | — | ↗▾ |
| 10 | NVDANVIDIA CORPEquities View history and evidence | $4.07M | 2.74% | 4.50K 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 2018815 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 148593732
}Research all 108 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.