CAPE ANN SAVINGS BANK
Q2 2025 13F Holdings
- Locationgloucester, MA
- Num holdings
89
- Value ($000)
$167,429
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EFA ISHARES MSCI EAFE ETF | INTERNATIONAL EQUITY ETF | 464287465 | $19.00M | 11 % | 212,550 | ||
IJH ISHARES CORE S&P MID-CAP 400 ETF | EXCHANGE TRADED FUND | 464287507 | $15.97M | 10 % | 257,478 | ||
IVV ISHARES S&P 500 | EXCHANGE TRADED FUND | 464287200 | $12.17M | 7 % | 19,602 | ||
IAU ISHARES GOLD TR | EXCHANGE TRADED FUND | 464285204 | $9.53M | 6 % | 152,780 | ||
VGSH VANGUARD SHORT TERM TREASURY ETF | FIXED INCOME ETF | 92206C102 | $8.30M | 5 % | 141,229 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $7.47M | 5 % | 15,027 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $6.69M | 4 % | 32,596 | ||
GOOGL ALPHABET INC | COMMON STOCK | 02079K305 | $4.15M | 3 % | 23,521 | ||
IJR ISHARES CORE S&P SMALL-CAP ETF | EXCHANGE TRADED FUND | 464287804 | $3.74M | 2 % | 34,252 | ||
AMZN AMAZON.COM INC | COMMON STOCK | 023135106 | $3.38M | 2 % | 15,417 |
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