CAPE ANN SAVINGS BANK
Q1 2025 13F Holdings
- Locationgloucester, MA
- Num holdings
92
- Value ($000)
$159,488
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EFA ISHARES MSCI EAFE ETF | INTERNATIONAL EQUITY ETF | 464287465 | $16.74M | 11 % | 204,870 | ||
IJH ISHARES CORE S&P MID-CAP 400 ETF | EXCHANGE TRADED FUND | 464287507 | $15.43M | 10 % | 264,467 | ||
IVV ISHARES S&P 500 | EXCHANGE TRADED FUND | 464287200 | $11.08M | 7 % | 19,710 | ||
IAU ISHARES GOLD TR | EXCHANGE TRADED FUND | 464285204 | $9.15M | 6 % | 155,150 | ||
VGSH VANGUARD SHORT TERM TREASURY ETF | FIXED INCOME ETF | 92206C102 | $8.25M | 5 % | 140,618 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $7.55M | 5 % | 33,974 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $6.23M | 4 % | 16,607 | ||
IJR ISHARES CORE S&P SMALL-CAP ETF | EXCHANGE TRADED FUND | 464287804 | $4.01M | 3 % | 38,327 | ||
GOOGL ALPHABET INC | COMMON STOCK | 02079K305 | $3.84M | 2 % | 24,803 | ||
PG PROCTER & GAMBLE CO | COMMON STOCK | 742718109 | $3.31M | 2 % | 19,408 |
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