Universe · entity
Ledyard National Bank
Institutional manager (13F) · CIK 1310658
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $933M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE DIVIDEND GROWTH ETF | $80M | 1,142,426 |
| 2 | ISHARES CORE S&P 500 ETF | $68M | 103,789 |
| 3 | APPLE INC | $60M | 234,913 |
| 4 | ISHARES CORE MSCI EAFE ETF | $54M | 591,794 |
| 5 | MICROSOFT CORP | $40M | 108,300 |
| 6 | BROADCOM INC | $37M | 119,552 |
| 7 | DIMENSIONAL EMERG CORE EQ MKT ETF | $34M | 1,000,247 |
| 8 | FEDERATED HERMES MDT MKT NEUTRAL FUND | $28M | 1,262,881 |
| 9 | ALPHABET INC CL A | $26M | 91,006 |
| 10 | ISHARES NATL MUNI BOND ETF | $25M | 238,263 |
| 11 | SCHWAB US DIVIDEND EQUITY ETF | $25M | 802,161 |
| 12 | DFA SHORT DURA REAL RET PORTFOLIO FUND | $23M | 2,198,870 |
| 13 | JPMORGAN CHASE & CO | $22M | 73,715 |
| 14 | GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF | $21M | 497,236 |
| 15 | ISHARES MSCI INTL QUAL FACTOR ETF | $20M | 437,927 |
| 16 | INVESCO KBW BANK PORT ETF | $19M | 241,726 |
| 17 | VANGUARD MID CAP VALUE ETF | $19M | 103,675 |
| 18 | VICTORYSHARES FREE CASH FLOW ETF | $19M | 474,117 |
| 19 | AMAZON COM INC | $16M | 75,935 |
| 20 | BERKSHIRE HATHAWAY INC B | $15M | 31,237 |
| 21 | CISCO SYSTEMS INC | $14M | 185,702 |
| 22 | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $14M | 152,033 |
| 23 | KROGER CO | $14M | 190,334 |
| 24 | VISA INC | $13M | 44,091 |
| 25 | GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF | $13M | 103,060 |
| 26 | TJX COMPANIES INC | $12M | 77,831 |
| 27 | FLEXSHARES QUALITY DVD ETF | $12M | 151,308 |
| 28 | PROCTER & GAMBLE CO | $12M | 82,118 |
| 29 | JOHNSON & JOHNSON CO | $11M | 46,690 |
| 30 | TOTALENERGIES SE | $11M | 122,686 |
| 31 | FLEXSHARES MSTAR GLOB UPSTREAM NAT RES ETF | $11M | 195,412 |
| 32 | JPMORGAN US QUALITY FACTOR ETF | $11M | 174,140 |
| 33 | HOME DEPOT INC | $10M | 31,449 |
| 34 | VANGUARD LARGE CAP ETF | $10M | 33,116 |
| 35 | AMGEN INC | $9M | 26,197 |
| 36 | HONEYWELL INTL INC | $9M | 39,859 |
| 37 | MERCK & CO INC | $9M | 73,445 |
| 38 | T ROWE PRICE CAP APP ETF | $9M | 240,993 |
| 39 | ALPHABET INC CL C | $8M | 28,746 |
| 40 | CATERPILLAR INC | $8M | 11,099 |
| 41 | EXXON MOBIL CORP | $7M | 43,013 |
| 42 | LOWES COMPANIES INC | $7M | 30,407 |
| 43 | EATON CORP PLC | $7M | 19,088 |
| 44 | MEDTRONIC PLC | $7M | 77,104 |
| 45 | VANGUARD DIVIDEND APPREC ETF | $6M | 28,991 |
| 46 | WALMART STORES INC | $6M | 48,819 |
| 47 | AT&T INC | $6M | 197,872 |
| 48 | AMERICAN ELECTRIC POWER CO INC | $6M | 43,529 |
| 49 | PFIZER INC | $5M | 182,630 |
| 50 | NVIDIA CORP | $5M | 27,704 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.