account_balance
Investment manager · 13F filer · SEC CIK 1521951
First Business Financial Services, Inc.
Reported value$1.28Bas of Sep 30, 2026
Positions207 14 new, 8 sold out
Top 10 weight67.1%VTI alone is 23%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Total Stock Market ET
23.2%
IEFAiShares Core MSCI EAFE ETF
11.8%
IWFiShares Russell 1000 Growth ET
7.2%
IJRiShares Core S&P Small-Cap ETF
5.3%
IWDiShares Russell 1000 Value ETF
5.1%
DGROiShares Core Dividend Growth
5.0%
AGGiShares Core US Aggregate Bond
3.1%Added +9%
SPYState Street SPDR S&P 500 ETF
2.6%
NVDA1.9%FBIZFirst Business Financial Servi
1.8%Trimmed −4%
JPSTJPMorgan Ultra-Short Income ET
1.6%Added +9%
VTIVanguard Total Stock Market ET
23.2%
IEFA11.8%
IWF7.2%
IJR5.3%
IWD5.1%
DGRO5.0%
AGG3.1%
SPY2.6%NVDA1.9%FBIZ1.8%JPST1.6%
AAPL1.5%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
VTI Vanguard Total Stock Market ET 23.2% Held
IEFA iShares Core MSCI EAFE ETF 11.8% Held
IWF iShares Russell 1000 Growth ET 7.2% Held
IJR iShares Core S&P Small-Cap ETF 5.3% Held
IWD iShares Russell 1000 Value ETF 5.1% Held
DGRO iShares Core Dividend Growth 5.0% Held
AGG iShares Core US Aggregate Bond 3.1% Added +9%
SPY State Street SPDR S&P 500 ETF 2.6% HeldNVDA Nvidia Corp 1.9% Added +2%FBIZ First Business Financial Servi 1.8% Trimmed −4%JPST JPMorgan Ultra-Short Income ET 1.6% Added +9%
AAPL Apple Inc 1.5% Trimmed −6%What changed