Midwest Heritage Bank, FSB

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
West Des Moines, IA
CIK
0001906805
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 58 213,724 DFAC, CGUS, CGCP, CGDV 13F-HR 10/18/2024 000190680524000005
Q2 2024 55 197,889 DFAC, CGUS, CGCP, CGDV 13F-HR 7/17/2024 000190680524000003
Q1 2024 54 190,016 DFAC, CGUS, FTA, CGCP 13F-HR 4/23/2024 000190680524000002
Q4 2023 54 147,253 DFAC, CGUS, FTA, CGCP 13F-HR 1/23/2024 000190680524000001
Q3 2023 54 133,114 DFAC, FTA, CGUS, CGCP 13F-HR 10/27/2023 000190680523000004
Q2 2023 52 131,816 DFAC, FTA, CGUS, CGCP 13F-HR 7/26/2023 000190680523000003
Q1 2023 53 124,236 DFAC, FTA, CGUS, CGCP 13F-HR 4/19/2023 000190680523000002
Q4 2022 62 103,299 DFAC, FTA, DFAI, DFAS 13F-HR 1/19/2023 000190680523000001
Q3 2022 65 95,599 DFAC, FTA, DFAI, DFAS 13F-HR 10/24/2022 000190680522000006
Q2 2022 66 110,586 DFAC, DFAI, FTA, DFAS 13F-HR 7/13/2022 000190680522000005
Q1 2022 65 127,500 DFAC, FTA, DFAI, SPLG 13F-HR 4/28/2022 000190680522000004
Q4 2021 55 103,021 DFAC, FTA, DFAI, JHSC 13F-HR 1/28/2022 000190680522000002