account_balance
Investment manager · 13F filer · SEC CIK 1054646
Cape Cod Five Cents Savings Bank
Reported value$1.23Bas of Jun 30, 2026
Positions203
Top 10 weight47.0%IVV alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
IVViShares Tr
10.9%
VCITVanguard Scottsdale FDS
5.5%
IEFAiShares Tr
5.0%
VGITVanguard Scottsdale FDS
4.8%
IJHiShares Tr
4.5%
SPTSSPDR Series Trust
4.0%
IEMGiShares Inc
3.6%
AAPLApple Inc
3.2%
GLTRAbrdn Precious Metals Basket
3.1%
IJRiShares Tr
2.4%
GOOGAlphabet Inc
2.4%
FLOTiShares Tr
2.0%
IVViShares Tr
10.9%
VCIT5.5%
IEFAiShares Tr
5.0%
VGITVanguard Scottsdale FDS
4.8%
IJHiShares Tr
4.5%
SPTS4.0%
IEMG3.6%
AAPL3.2%GLTR3.1%IJR2.4%
GOOG2.4%FLOT2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 10.9%
VCIT Vanguard Scottsdale FDS 5.5%
IEFA iShares Tr 5.0%
VGIT Vanguard Scottsdale FDS 4.8%
IJH iShares Tr 4.5%
SPTS SPDR Series Trust 4.0%
IEMG iShares Inc 3.6%
AAPL Apple Inc 3.2% GLTR Abrdn Precious Metals Basket 3.1% IJR iShares Tr 2.4%
GOOG Alphabet Inc 2.4% FLOT iShares Tr 2.0%