Fund Holdings

FIFTH THIRD BANCORP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ELI LILLY & CO(LLY)466,0671,963,490+1,497,423500,872,8841,805,958,7353.30%+1,305,085,851
APPLE INC(AAPL)5,974,7369,161,758+3,187,0221,624,291,7292,325,162,4464.25%+700,870,717
ISHARES TR1,702,8922,829,481+1,126,5891,166,378,8461,848,245,5493.38%+681,866,703
NVIDIA CORPORATION(NVDA)9,850,59713,581,861+3,731,2641,837,136,3412,368,676,6244.33%+531,540,283
EXXON MOBIL CORP2,063,9593,371,424+1,307,465248,376,826571,995,7571.05%+323,618,931
MICROSOFT CORP(MSFT)2,876,3124,576,422+1,700,1101,391,042,0091,694,054,2903.10%+303,012,281
AMAZON COM INC(AMZN)3,980,0585,813,715+1,833,657918,676,9881,210,822,3032.21%+292,145,315
STATE STR SPDR S&P 500 ETF T(SPY)457,285920,364+463,079311,831,787598,549,6751.09%+286,717,888
ISHARES TR1,186,4743,734,895+2,548,421113,937,098362,770,3470.66%+248,833,249
JPMORGAN CHASE & CO(JPM)2,254,1723,307,677+1,053,505726,339,302972,986,1021.78%+246,646,800
ALPHABET INC(GOOG)3,834,7675,013,281+1,178,5141,200,282,0711,441,618,8662.63%+241,336,795
JOHNSON & JOHNSON(JNJ)1,165,4691,969,767+804,298241,193,810481,489,9960.88%+240,296,186
ALPHABET INC(GOOG)1,179,3232,126,662+947,339370,071,557610,054,2161.11%+239,982,659
ISHARES TR388,525983,920+595,395183,888,883419,543,5160.77%+235,654,633
CHEVRON CORPORATION(CVX)788,1451,608,439+820,294120,121,179332,785,9570.61%+212,664,778
ISHARES INC
CORE MSCI EMKT
3,064,6745,867,903+2,803,229206,007,386409,286,2040.75%+203,278,818
BROADCOM INC(AVGO)2,753,5623,732,367+978,805953,007,8081,155,204,8952.11%+202,197,087
ISHARES TR280,8791,191,768+910,88959,080,089254,644,8690.47%+195,564,780
WALMART INC(WMT)2,397,8913,721,898+1,324,007267,149,036462,557,5110.85%+195,408,475
ISHARES TR
RUSEL 2500 ETF
522,5883,058,941+2,536,35339,162,745233,550,1460.43%+194,387,401
ISHARES TR4,680,3677,404,697+2,724,330308,904,222500,039,2190.91%+191,134,997
ISHARES TR1,300,8633,183,564+1,882,701129,930,196316,032,3540.58%+186,102,158
ISHARES TR345,935849,980+504,045129,185,966303,068,6980.55%+173,882,732
ISHARES TR
CORE MSCI EAFE
3,558,7675,380,318+1,821,551318,367,296487,080,2330.89%+168,712,937
HOME DEPOT INC(HD)915,9041,457,243+541,339315,162,566479,272,6660.88%+164,110,100
META PLATFORMS INC(META)800,8581,202,229+401,371528,638,357687,831,1241.26%+159,192,767
ISHARES TR2,057,2933,216,342+1,159,049247,245,473399,823,4370.73%+152,577,964
COSTCO WHOLESALE CORPORATION(COST)224,205337,985+113,780193,340,940336,778,5560.62%+143,437,616
ABBVIE INC(ABBV)1,491,1712,197,894+706,723340,717,662478,019,8690.87%+137,302,207
VISA INC(V)416,733937,519+520,786146,152,430283,355,7410.52%+137,203,311
RTX CORPORATION(RTX)505,6731,185,642+679,96992,740,428228,710,4940.42%+135,970,066
BERKSHIRE HATHAWAY INC DEL521,324822,852+301,528262,043,509394,310,6450.72%+132,267,136
CATERPILLAR INC(CAT)504,190591,354+87,164288,835,325418,950,2480.77%+130,114,923
VANGUARD TAX-MANAGED FDS3,193,1495,103,764+1,910,615199,476,018327,049,1870.60%+127,573,169
CISCO SYS INC(CSCO)2,237,6653,835,824+1,598,159172,367,335297,621,5590.54%+125,254,224
MERCK & CO INC(MRK)588,9691,543,397+954,42861,994,877185,655,2310.34%+123,660,354
DIMENSIONAL ETF TRUST
WORLD EX US CORE
9,0063,513,309+3,504,303294,766119,347,1070.22%+119,052,341
COCA COLA CO(KO)1,699,0482,999,625+1,300,577118,780,446228,121,4850.42%+109,341,039
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
02,784,388+2,784,3880105,806,7440.19%+105,806,744
VANGUARD BD INDEX FDS127,1371,496,862+1,369,7259,901,430115,527,7990.21%+105,626,369
PROCTER & GAMBLE CO(PG)2,090,9712,783,395+692,424299,657,054402,033,6650.73%+102,376,611
TESLA INC(TSLA)429,593788,206+358,613193,196,564293,015,6070.54%+99,819,043
VANGUARD INDEX FDS309,381678,702+369,32179,804,829177,765,5430.32%+97,960,714
UNITED THERAPEUTICS CORP DEL(UTHR)459164,978+164,519223,64897,828,5390.18%+97,604,891
APPLIED MATLS INC478,125641,828+163,703122,873,344219,370,1110.40%+96,496,767
AMERICAN CENTY ETF TR99,4091,272,973+1,173,5647,532,220102,614,3670.19%+95,082,147
ISHARES TR592,289957,068+364,779145,797,860237,352,9230.43%+91,555,063
NEXTERA ENERGY INC(NEE)1,600,4582,365,160+764,702128,484,768219,676,0100.40%+91,191,242
ISHARES TR647,4611,497,810+850,34979,806,043169,417,3740.31%+89,611,331
VANGUARD INDEX FDS287,504577,193+289,68996,391,466185,169,5200.34%+88,778,054
VANGUARD INDEX FDS564,729739,979+175,250354,158,498442,174,6810.81%+88,016,183
CORNING INC(GLW)85,038688,166+603,1287,445,92793,569,9700.17%+86,124,043
GE VERNOVA INC(GEV)102,592173,521+70,92967,051,053151,466,8200.28%+84,415,767
NETFLIX INC.(NFLX)1,151,8251,999,633+847,808107,995,112192,264,6790.35%+84,269,567
VANGUARD WORLD FD298226,498+226,200123,00583,224,5620.15%+83,101,557
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
55,741464,555+408,81410,677,74689,157,3900.16%+78,479,644
TEXAS INSTRS INC(TXN)461,836814,265+352,42980,123,928158,081,3870.29%+77,957,459
PEPSICO INC(PEP)569,8771,026,818+456,94181,788,747159,454,5400.29%+77,665,793
CONOCOPHILLIPS(COP)349,409830,040+480,63132,708,176109,565,2150.20%+76,857,039
TJX COS INC NEW(TJX)896,4401,330,203+433,763137,702,148212,433,3610.39%+74,731,213
WISDOMTREE TR(WT)6,710856,692+849,982600,07575,251,8250.14%+74,651,750
VANGUARD BD INDEX FDS129,1621,123,323+994,1619,567,02982,721,5120.15%+73,154,483
INVESCO QQQ TR23,725149,629+125,90414,574,50586,363,2940.16%+71,788,789
VANGUARD INTL EQUITY INDEX F4,945864,989+860,044413,45171,301,1090.13%+70,887,658
MCDONALDS CORP(MCD)549,651764,007+214,356167,989,835237,445,7220.43%+69,455,887
PHILIP MORRIS INTL INC(PM)571,517973,375+401,85891,671,327160,937,9350.29%+69,266,608
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
8551,211,319+1,210,46447,70967,052,5910.12%+67,004,882
ISHARES TR239,291557,426+318,13550,746,442117,700,3680.22%+66,953,926
AMGEN INC(AMGN)293,372461,207+167,83596,023,589162,275,7180.30%+66,252,129
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
589,4171,247,760+658,34371,761,520136,866,7750.25%+65,105,255
ISHARES TR231,776645,684+413,90832,712,86597,763,0570.18%+65,050,192
VANGUARD INTL EQUITY INDEX F1,753,7162,941,703+1,187,98794,279,772158,999,0560.29%+64,719,284
SPDR GOLD TR(GLD)163,124298,497+135,37364,647,672128,440,3590.23%+63,792,687
PFIZER INC(PFE)2,590,2754,536,233+1,945,95864,497,848127,377,4220.23%+62,879,574
HONEYWELL INTL INC(HON)486,812695,283+208,47194,972,153157,154,6600.29%+62,182,507
UNION PAC CORP(UNP)565,228793,795+228,567130,748,541192,590,7380.35%+61,842,197
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
47,1961,631,943+1,584,7471,868,49063,417,3050.12%+61,548,815
CORE SCIENTIFIC INC NEW(CORZ)03,997,473+3,997,473059,802,1930.11%+59,802,193
INTERNATIONAL BUSINESS MACHS(IBM)157,122438,597+281,47546,541,108106,311,4600.19%+59,770,352
MARATHON PETE CORP(MPC)530,228597,811+67,58386,230,980145,973,4060.27%+59,742,426
EMERSON ELEC CO(EMR)424,537877,275+452,73856,344,551114,940,6150.21%+58,596,064
GOLDMAN SACHS GROUP INC(GS)216,355293,126+76,771190,176,045247,980,9290.45%+57,804,884
MICRON TECHNOLOGY INC(MU)171,261314,657+143,39648,879,602106,303,5990.19%+57,423,997
BANK AMERICA CORP4,938,8356,741,750+1,802,915271,635,925328,660,3250.60%+57,024,400
AT&T INC(T)974,7532,787,439+1,812,68624,212,86580,807,8380.15%+56,594,973
VANGUARD BD INDEX FDS880,7271,590,842+710,11569,410,095124,737,8920.23%+55,327,797
VANGUARD INDEX FDS423,105619,350+196,245122,793,533177,864,8500.33%+55,071,317
ISHARES TR2,026,2702,547,979+521,709195,069,013247,739,9550.45%+52,670,942
VERIZON COMMUNICATIONS INC(VZ)399,9761,367,142+967,16616,291,02268,630,4980.13%+52,339,476
ISHARES TR
CORE DIV GRWTH
16,986756,216+739,2301,179,16853,071,2500.10%+51,892,082
GE AEROSPACE(GE)404,346620,085+215,739124,550,698175,961,4270.32%+51,410,729
VANGUARD STAR FDS4,697665,073+660,376354,34251,283,7380.09%+50,929,396
LAM RESEARCH CORP(LRCX)148,615353,969+205,35425,439,91675,628,9890.14%+50,189,073
CITIGROUP INC(C)144,484566,581+422,09716,859,83864,255,9360.12%+47,396,098
LOCKHEED MARTIN CORP(LMT)71,827134,849+63,02234,740,56581,501,2780.15%+46,760,713
VANGUARD WORLD FD
INF TECH ETF
48,853118,764+69,91136,824,41482,863,7790.15%+46,039,365
ISHARES TR364777,590+777,22620,73346,025,5520.08%+46,004,819
VANGUARD INDEX FDS184,006309,709+125,70389,769,167135,277,6260.25%+45,508,459
DBX ETF TR9,818927,382+917,564472,34445,812,6910.08%+45,340,347
ISHARES TR112,409537,049+424,64012,040,12857,007,7520.10%+44,967,624
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