Midwest Heritage Bank, FSB has disclosed 58 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $214.00 Mil. The turnover rate is 3%.
In Midwest Heritage Bank, FSB's current portfolio as of 2024-09-30, the top 5 holdings are
Dimensional U.S. Core Equity 2 ETF (DFAC), Capital Group Core Equity ETF (CGUS), Capital Group Core Plus Income ETF (CGCP), Capital Group Dividend Value ETF (CGDV), FIRST TR L CAP VAL (FTA), not including call and put options.
Midwest Heritage Bank, FSB did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Midwest Heritage Bank, FSB, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Midwest Heritage Bank, FSB, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Midwest Heritage Bank, FSB.