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Home > Institutional Investor > First Bank & Trust > Profile

Instuitional Investor - First Bank & Trust

Fund Profile
Filing Period:
Fund Name: First Bank & Trust
Portfolio Value $516,633,678
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Van Ttl Stk Mkt
 216,594 $59,528,695 11.52%
2.
Vanguard Ftse Dev
 856,546 $43,538,247 8.43%
3.
Ishares Trust
 IEF 276,786 $27,379,649 5.3%
4.
Vanguard Index Fd Et
 41,113 $21,128,363 4.09%
5.
Vanguard Intl Equity Index Funds
 VWO 454,684 $20,578,976 3.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)