Midwest Heritage Bank, FSB - Portfolio overview

Midwest Heritage Bank, FSB has 64 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 15.36%
2. CGUS - CAPITAL GROUP CORE EQUITY ET, 12.53%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 9.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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