Long-term investor
First Bank & Trust @firstbanktrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001692632).
Record
- Tracked since 2025-12-31 (257 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 11.3% · long · since 2025-12-31
- VEA · 8.1% · long · since 2025-12-31
- AGG · 5.3% · long · since 2025-12-31
- VOO · 4.2% · long · since 2025-12-31
- VWO · 3.8% · long · since 2025-12-31
- AAPL · 2.7% · long · since 2025-12-31
- IJR · 2.7% · long · since 2025-12-31
- IJH · 2.4% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-12-31
- MSFT · 1.9% · long · since 2025-12-31
- VOOV · 1.5% · long · since 2025-12-31
- VIOV · 1.4% · long · since 2025-12-31