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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 $560,750,808
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Van Ttl Stk Mkt
 214,991 $65,342,215 11.65%
2.
Vanguard Ftse Dev
 844,949 $48,170,558 8.59%
3.
Ishares Trust
 IEF 294,184 $29,183,030 5.2%
4.
Vanguard Index Fd Et
 43,329 $24,612,151 4.39%
5.
Vanguard Intl Equity Index Funds
 VWO 454,945 $22,501,556 4.01%
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)