CAPE ANN SAVINGS BANK
Q4 2024 13F Holdings
- Locationgloucester, MA
- Num holdings
87
- Value ($000)
$169,895
- Date Filed02/04/2025
- Form type13F-HR
- CIK0000936938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES CORE S&P MID-CAP 400 ETF | EXCHANGE TRADED FUND | 464287507 | $17.01M | 10 % | 272,933 | ||
EFA ISHARES MSCI EAFE ETF | INTERNATIONAL EQUITY ETF | 464287465 | $14.87M | 9 % | 196,729 | ||
IVV ISHARES S&P 500 | EXCHANGE TRADED FUND | 464287200 | $12.52M | 7 % | 21,276 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $8.87M | 5 % | 35,439 | ||
VGSH VANGUARD SHORT TERM TREASURY ETF | FIXED INCOME ETF | 92206C102 | $8.81M | 5 % | 151,465 | ||
IAU ISHARES GOLD TR | EXCHANGE TRADED FUND | 464285204 | $8.19M | 5 % | 165,373 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $7.30M | 4 % | 17,325 | ||
GOOGL ALPHABET INC | COMMON STOCK | 02079K305 | $5.58M | 3 % | 29,478 | ||
IJR ISHARES CORE S&P SMALL-CAP ETF | EXCHANGE TRADED FUND | 464287804 | $4.84M | 3 % | 41,970 | ||
AMZN AMAZON.COM INC | COMMON STOCK | 023135106 | $3.88M | 2 % | 17,673 |
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