Midwest Heritage Bank, Fsb has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $41M, Capital Group Core Equity ETF with a value of $31.7M, Capital Group Divid Value ETF with a value of $22.4M, Capital Group Core Plus Income with a value of $22M, and Dimensional ETF Tr Dimensional with a value of $15.2M.
Examining the 13F form we can see an increase of $20.1M in the current position value, from $207M to 227M.
Below you can find more details about Midwest Heritage Bank, Fsb portfolio as well as his latest detailed transactions.