Fund Holdings

Crews Bank & Trust

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
iBonds December 2029 Corporate Term ETF125,550183,305+57,7552,938,4984,263,6740.62%+1,325,176
Vanguard Ultra-Short Bond ETF
VANGUARD ULTRA
133,301157,446+24,1456,643,7227,838,4511.14%+1,194,729
State Street SPDR Intermediate Corp Bond ETF
ST INTER BD ETF
733,009770,253+37,24424,783,03425,834,2863.75%+1,051,252
Corning Incorporated(GLW)21,68921,68901,899,0892,949,0530.43%+1,049,964
iShares 0-5 Year Investment Grade ETF
0-5YR INVT GR CP
736,390759,580+23,19037,334,97338,351,1945.56%+1,016,221
Vanguard High Dividend Yield ETF248,065246,335-1,73035,602,28936,482,2145.29%+879,925
Chevron Corporation(CVX)11,54811,390-1581,760,0312,356,5910.34%+596,560
Exxon Mobil Corporation12,46212,347-1151,499,6772,094,7920.30%+595,115
iShares Floating Rate Bond ETF
FLTG RATE NT ETF
80,42290,422+10,0004,090,2634,607,0010.67%+516,738
Johnson & Johnson(JNJ)12,54412,306-2382,595,9813,008,0790.44%+412,098
State Street Energy Select Sector SPDR ETF
ST STR ENERG ETF
28,71227,631-1,0811,283,7141,692,6750.25%+408,961
iBonds December 2028 Corporate Term ETF
IBDS DEC28 ETF
186,105201,975+15,8704,737,3035,116,0270.74%+378,724
Duke Energy Corp(DUK)5,0547,209+2,155592,379943,9460.14%+351,567
Invesco BulletShares 2026 Muni Bond ETF
BULSHS 2026 MUNI
8,47522,875+14,400200,391540,4220.08%+340,031
Deere & Company(DE)3,3583,35801,563,3841,891,5610.27%+328,177
Vanguard Intermediate-Term Corporate Bond ETF
INT-TERM CORP
229,434236,156+6,72219,215,09819,541,9092.83%+326,811
Vanguard Mega Cap ETF17,29519,740+2,4454,343,9854,665,5490.68%+321,564
iShares Core High Dividend ETF
CORE HIGH DV ETF
17,67218,157+4852,149,0922,464,2680.36%+315,176
ConocoPhillips(COP)7,3837,382-1691,123974,4240.14%+283,301
Costco Wholeshare Group(COST)1,7741,775+11,529,7911,768,6630.26%+238,872
Honeywell International Inc(HON)7,6797,659-201,498,0961,731,1640.25%+233,068
iBonds December 2027 Corporate Term ETF
IBONDS 27 ETF
212,840222,525+9,6855,167,7555,394,0060.78%+226,251
Vanguard Short-Term Bond ETF135,073138,627+3,55410,645,10310,869,7431.58%+224,640
Lockheed Martin Corp(LMT)2,3032,209-941,113,8921,335,0980.19%+221,206
iShares Core Dividend Growth ETF
CORE DIV GRWTH
122,983124,712+1,7298,537,4808,752,2881.27%+214,808
Wal-Mart Stores Inc(WMT)15,72515,72501,751,9221,954,3030.28%+202,381
Nextera Energy Inc(NEE)15,50315,50301,244,5811,439,9190.21%+195,338
Advanced Micro Devices Inc.(AMD)3,5004,540+1,040749,560923,5720.13%+174,012
Tower Semiconductor Ltd New(TSEM)2,6002,6000305,292456,2480.07%+150,956
iShares S&P 500 Growth ETF2,3603,848+1,488290,894435,2470.06%+144,353
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
82,00882,594+58615,709,45215,851,4402.30%+141,988
AT&T Inc(T)29,52329,473-50733,351854,4220.12%+121,071
Caterpillar Inc(CAT)1,1341,087-47649,635770,0960.11%+120,461
State Street Materials Select Sector SPDR ETF
ST STR MATER ETF
30,12229,650-4721,366,0331,481,6110.21%+115,578
Verizon Communications Inc(VZ)17,29316,317-976704,344819,1130.12%+114,769
iShares S&P 500 Value ETF226770+54447,928162,5860.02%+114,658
Merck & Co Inc(MRK)7,0937,121+28746,609856,5850.12%+109,976
PepsiCo Inc(PEP)9,2889,286-21,333,0141,442,0230.21%+109,009
Solstice Advanced Matls Inc(SOLS)01,405+1,4050107,0050.02%+107,005
State Street Utilities Select Sector SPDR ETF
ST STR UTIL ETF
45,67044,805-8651,949,6522,056,1010.30%+106,449
CME Group Inc(CME)6,3986,233-1651,747,1661,840,9170.27%+93,751
Kinder Morgan Inc(KMI)20,90119,901-1,000574,568667,2810.10%+92,713
Vanguard Information Technology ETF
INF TECH ETF
767959+192578,149669,1130.10%+90,964
Taiwan Semiconductor Mfg Ltd ADS(TSM)2,0372,098+61619,024709,0190.10%+89,995
Vanguard Ftse Developed Markets ETF3,1934,507+1,314199,467288,8090.04%+89,342
Astrazeneca Plc ADR(AZN)0450+450088,7490.01%+88,749
Caseys General Stores Inc(CASY)4774770263,643347,1890.05%+83,546
Coca-Cola Company(KO)14,00313,963-40978,9501,061,8860.15%+82,936
Vanguard Value ETF9,97210,124+1521,904,5521,986,3290.29%+81,777
Harrison Str Real Assets Fd02,700+2,700078,2650.01%+78,265
Target Corporation(TGT)3,3173,3170324,237402,0200.06%+77,783
Vanguard International High Dividend ETF31,03630,459-5772,793,2402,870,4560.42%+77,216
Amgen Inc(AMGN)3,4763,449-271,137,7301,213,5310.18%+75,801
Dover Corp(DOV)5,5975,59701,092,7581,166,6950.17%+73,937
First Tr ETF Alpha Com Shs
COM SHS
0451+451069,5180.01%+69,518
First Trust Value Line Dividend Index ETF
SHS
01,457+1,457068,5230.01%+68,523
Schwab Strategic US Large Cap ETF2,9995,712+2,71380,703146,4560.02%+65,753
GE Vernova Inc(GEV)76130+5449,671113,4770.02%+63,806
State Street Industrial Select Sector SPDR ET
ST STR INDL ETF
12,70812,550-1581,971,2652,029,7120.29%+58,447
Pfizer Inc(PFE)17,90117,898-3445,735502,5760.07%+56,841
Union Pacific Corporation(UNP)4,5264,537+111,046,9541,100,7670.16%+53,813
Public Service Enterprise Group Inc(PEG)8,1158,714+599651,635705,3980.10%+53,763
iShares Barclays 3-7 Year Bond317761+44437,83490,2550.01%+52,421
Micron Technology Inc(MU)700746+46199,787252,0290.04%+52,242
Carrier Global Corporation(CARR)23,05922,564-4951,218,4381,270,5790.18%+52,141
Comfort Sys USA Inc(FIX)1848+3016,79966,1920.01%+49,393
ST STR SPDR PORT S&P 500 HIGH DIVIDEND ETF
ST STR SP500DIV
12,15512,610+455525,704574,0070.08%+48,303
Coherent Corp(COHR)9009000166,113214,3890.03%+48,276
Intel Corp(INTC)6,5666,5660242,285289,7580.04%+47,473
CSX Corporation(CSX)9,5099,5090344,701390,3440.06%+45,643
Oneok Inc New(OKE)3,4513,301-150253,649298,3770.04%+44,728
Qnity Electronics Inc(Q)0371+371042,8060.01%+42,806
State Street SPDR Portfolio Short Term Corpor
ST SHOR CORP ETF
2,7104,144+1,43481,842124,6100.02%+42,768
Harrison Street Real Estate I01,816+1,816042,2200.01%+42,220
Eaton Corporation PLC(ETN)1,0761,0760342,717384,8530.06%+42,136
CenterPoint Energy Inc(CNP)8,4788,4780325,047365,9100.05%+40,863
SPDR Gold Minishares Trust ETF(GLDM)8,4508,215-235721,377761,4480.11%+40,071
State Street Consumer Staples Select Sector S
ST STR STAPL ETF
13,38313,168-2151,039,5911,079,5130.16%+39,922
FedEx Corporation(FDX)5765760166,383205,1600.03%+38,777
Toyota Motor Corp Sp (ADR) Rep2(TM)25204+1795,35242,0420.01%+36,690
iShares International Select Dividend ETF11,25011,2500443,813478,8000.07%+34,987
Southern Company(SO)4,4254,360-65385,860420,8270.06%+34,967
Air Products & Chemicals Inc7747740191,193224,8390.03%+33,646
Cummins Inc(CMI)1,2001,2000612,540645,6240.09%+33,084
ST STR SPDR PORT S&P 1500 COMP STK MARKET ETF
ST STR PR SP1500
7121,143+43158,74090,3660.01%+31,626
Shell PLC Spon ADS(SHEL)1,5681,5680115,217145,8240.02%+30,607
Texas Instruments Incorporated(TXN)1,4541,4540252,254282,2800.04%+30,026
Corteva Inc Com(CTVA)176499+32311,79741,7710.01%+29,974
State Street SPDR S&P 400 Mid-Cap ETF(MDY)5,9325,848-843,578,6573,606,8120.52%+28,155
Schwab US Dividend Equity ETF8,4608,4600232,058259,5530.04%+27,495
ITT Inc(ITT)1,6001,6000277,616304,8480.04%+27,232
BP PLC (ADR)(BP)400855+45513,89240,1850.01%+26,293
Altria Group Inc(MO)3,0353,0350174,998200,2800.03%+25,282
LyondellBasell Industries NV
SHS - A -
1,105905-20047,84772,9070.01%+25,060
Nuveen S&P 500 Dynamic Overwri
COM
01,550+1,550024,9050.00%+24,905
DimensionalTrust US Large Cap Vec ETF
US LARG VECT ETF
0325+325024,1470.00%+24,147
ST Microelectronics N V NY Registry(STM)2,8002,800072,63296,7400.01%+24,108
RTX Corporate(RTX)2,9492,928-21540,847564,8110.08%+23,964
Coeur Mng Inc New(CDE)01,240+1,240023,2700.00%+23,270
First Trust Morningstar Div Leaders ETF3,5503,5500157,407180,3400.03%+22,933
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