CAPE COD FIVE CENTS SAVINGS BANK

Q4 2024 13F Holdings

  • Location
    orleans, MA
  • Num holdings

    194

  • Value ($000)

    $2,248,633

  • Date Filed
    02/18/2025
  • Form type
    13F-HR
  • CIK
    0001054646
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$189.44 M
17 %

328,426

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$128.79 M
12 %

2,066,532

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$120.34 M
11 %

1,436,864

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$118.41 M
11 %

890,710

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$93.77 M
8 %

1,201,386

KRE
KRE

SPDR SER TR

PORTFOLIO SH TSR
$81.17 M
7 %

2,760,072

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$72.30 M
6 %

618,172

AAPL
AAPL

APPLE INC

COM
$70.72 M
6 %

303,516

GLTR
GLTR

ABRDN PRECIOUS METALS BASKET

PHYSCL PRECS MET
$62.36 M
6 %

550,484

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$61.76 M
6 %

1,075,846

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