First Business Financial Services, Inc.: 13F holdings
CIK 15219512026Q2
| Positions | 201 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 201 (+9 vs prior quarter) |
|---|
| Reported value | $1.3bn (+14.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI Vanguard Total Stock Market ET | 794,853 | $294.1m | 22.8% |
| IEFA iShares Core MSCI EAFE ETF | 1,567,578 | $151.4m | 11.7% |
| IWF iShares Russell 1000 Growth ET | 731,884 | $90.9m | 7.0% |
| IJR iShares Core S&P Small-Cap ETF | 502,002 | $74.5m | 5.8% |
| IWD iShares Russell 1000 Value ETF | 265,835 | $64.4m | 5.0% |
| DGRO iShares Core Dividend Growth | 839,061 | $63.6m | 4.9% |
| IJH iShares Core S&P Mid-Cap ETF | 711,692 | $54.9m | 4.3% |
| AGG iShares Core US Aggregate Bond | 388,636 | $38.5m | 3.0% |
| SPY State Street SPDR S&P 500 ETF | 43,684 | $32.6m | 2.5% |
| FBIZ First Business Financial Servi | 340,189 | $21.5m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1521951")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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